Not Bullish on eBay

I said earlier upon Meg Whitman’s departure that eBay has a bounce back opportunity ahead. As their new CEO, John Donahoe, announced Q1 results today, they exceeded market expectations on all counts. Q1 revenues of $2.19 billion and EPS of $0.42 were higher than analysts’ views of $2.08 billion revenue with $0.39 EPS.

Deal Radar 2008: Glam Media’s Fashion Forays

Glam Media is a women-focused distributed media network that represents and packages content from over 400 sources including fashion blogs, websites and magazines. Along with Glam.com, its flagship, it brings together content relevant to women while giving advertisers an efficient access to fragmented inventory. It is one of the companies we covered earlier in Women

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Entrepreneurial Executives?

I wrote this post on February 11, and have received a large stream of deals that are looking for financing. As I am working through these, it is becoming obvious to me that in most cases, the ventures need a couple of more key people in specific functions.

Deal Radar 2008: Groople, Interesting Use of Context

Groople is an online group travel site, which helps with searching, planning and booking group travel. (Read my Interview with Groople CEO Mike Stacy) Groople is different from Expedia and Kayak in that it serves only group travelers, no individuals, and is thus a great focus on a specific “Context“.

Media Industry Worth Watching in 2008

2007 was a not a pleasant year for the Media Industry. Most of the Media stocks including IAC, Walt Disney, News Corp. and Time Warner have undergone correction between 10% to 40%. Except Walt Disney, all other stocks are trading close to at their 52-week lows. Most of the companies have reported below the Street’s

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Help Me Name This Baby

Readers, I need your help. My now famous Web 3.0 framework needs a better name. Can you help me name this baby in a way that it transcends the versioning of the web?

Time For Private Equity At Yahoo

Predictably, Yahoo (Nasdaq: YHOO) posted a 23% drop in its 4Q07 profit and forecasted 2008 revenues that were below the Street’s expectation. The stock was down over 10% in after-hours trading. The market cap has eroded to the tune of $25 Billion in the last two years. So how do we play the stock going

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Good Web 2.0 / Web 3.0 Blogs

Okay, so let’s do a quick survey on what we read to keep on top of Web 2.0 / Web 3.0. Here are some from my feed reader. Do share what you like.