Vision India 2020: Lucid

In 2004, we started investigating the issue of K-12 education, especially in Math and the Sciences. As part of this endeavor, we interviewed a number of teachers at various high schools in the Bay Area. Two nuggets came out of these interviews (1) there is no standardized methodology of teaching (2) there is no methodology

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Still Bullish on Shutterfly

Shutterfly (SFLY), the online photo company, recently declared first quarter results. Their revenue for the quarter of $34.3 million missed the market’s views of $34.8 million, even though it was 29% higher over previous year Q1 revenues. Their GAAP net loss at $0.15 per share met market expectations and was higher than GAAP net loss

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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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Financing & Exit

If you are a very early stage entrepreneur looking for financing, chances are you need a lot more than help with financing. Most likely, you need help with Positioning, as well as overall strategy. For the moment, I do not have the bandwidth to take these projects on on a pure equity basis. I do

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