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ZipRealty – Challenging Times, But

Posted on Friday, Jan 18th

We have discussed the online real estate industry and Zip Realty in 2007. Here we will take a look at Zip Realty’s recent situation, it performance and its options.

Viacom – Discovering its Mojo

Posted on Wednesday, Jan 16th

We did a lengthy review of Viacom’s (NYSE: VIA-B) vertical strategy in the Fall. Meanwhile, revenues were up 24% in 3Q07 to $3.27 billion. Adjusted net earnings grew 20% to $437 million and diluted EPS were $0.65, a 27% increase over 3Q06. The solid performance was due to the DreamWorks-Paramount blockbuster Transformers. Earlier this month,

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Deal Radar 2008: Retrevo

Posted on Tuesday, Jan 15th

For the moment, this will be my last Vertical Search Engine on the deal radar, while we turn the spotlight onto other segments. We have discussed TheFind and Wize. Today we will take a look at Retrevo, another shopping search engine. We had profiled Vipin Jain, CEO Retrevo last year. Retrevo is a product review

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Trend Radar 2008: Verticalization Everywhere

Posted on Tuesday, Jan 15th

If you are a regular reader of this blog, you know, I am a huge believer in verticalization of the web. In fact, my entire Web 3.0 thesis is based on this idea. In 2007, we saw the beginnings of verticalization. In 2008, I expect this trend to become rampant in all aspects of the

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Deal Radar 2008: TheFind

Posted on Friday, Jan 11th

We profiled Siva Kumar, CEO of TheFind.com, a discovery shopping search engine last year. This is yet another vertical search engine optimized for visual merchandising oriented lifestyle products. In July 2007, TheFind raised $15 million in a third round of funding from Bain Capital Ventures, Ignition, Lightspeed and Redpoint. It had previously raised $11 million

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Deal Radar 2008: LinkedIn Should Roll-Up Jobs

Posted on Tuesday, Jan 8th

LinkedIn is a professional business networking site founded by Reid Hoffman in 2003. It allows members to showcase their profiles and caters to the age 25-65 professionals demographic. It generates revenues via subscriptions and advertising. Recruiters use the site to tap talent, and is LinkedIn’s primary revenue generating segment. In 2003, LinkedIn secured $4.7 million

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News Corp. Charging Ahead

Posted on Friday, Jan 4th

News Corp. has certainly been the most bold and dramatic dealmaker of 2007. Murdoch gets it. WSJ print revenues were up 7% in October and online revenues were up 30%. I have already discussed, why the WSJ acquisition is a good one, and suggested that the WSJ should go free. This week, Bear Sterns Analyst

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Deal Radar 2008: Trulia Can Consolidate Real Estate

Posted on Friday, Jan 4th

It is raining cats and dogs. Electricity was out this morning and we just got it back. I am very behind in everything, including my writing. But here we go … Yesterday, we discussed the Kayak-Sidestep roll-up deal, and its implications on Google. Trulia is a real estate vertical search engine that could be a

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