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Category Archives: Capital markets commentary

  1. You better be nice, San Francisco March 5, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  2. Space exploration in the atom February 28, 2010

    Posted in Books, music, and other recommendations, Capital markets commentary, Sector news and commentary.

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  3. Pace and the churning conglomerate February 21, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  4. Facebook and the challenges of perpetuity February 6, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  5. A promising beginning January 31, 2010

    Posted in Books, music, and other recommendations, Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  6. Still too much baggage for the trip January 26, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  7. A new model for a new era January 17, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  8. The unreality of narrow circles January 15, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  9. Navigating no big waves: a style that we must learn January 10, 2010

    Posted in Capital markets commentary, Sector news and commentary.

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  10. Google’s marketing disruption January 6, 2010

    Posted in Capital markets commentary, Sector news and commentary.

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  11. From disruption to perfection, a new era (3) January 5, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  12. From disruption to perfection, a new era (2) January 3, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  13. The comfort of large numbers and the expensive call option December 21, 2009

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  14. That said, mobile’s gonna be huge December 16, 2009

    Posted in Capital markets commentary, Sector news and commentary.

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  15. The rigidness of funds, the flexibility of banking: perspective on KKR’s new model December 13, 2009

    Posted in Capital markets commentary.

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  16. Reasons to acquire nothing December 10, 2009

    Posted in Capital markets commentary, Sector news and commentary.

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  17. The celebration of new deals, the brewing of new bubbles December 6, 2009

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  18. A light-weight moving target that can borrow December 3, 2009

    Posted in Capital markets commentary, Sector news and commentary.

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  19. New meaning of leverage in a new sector December 1, 2009

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  20. Not price, but value: a discussion (Part 1) November 25, 2009

    Posted in Capital markets commentary, Sector news and commentary.

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  21. The math of “quality” is a dubious “math” November 4, 2009

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  22. Efficiencies where east and west converge, or, value without economics November 1, 2009

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  23. Is a flight to bulk really a rebound? October 18, 2009

    Posted in Capital markets commentary.

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  24. The seed before the apple October 16, 2009

    Posted in Capital markets commentary.

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  25. Bigness and efficiency, the market at a cross-road October 10, 2009

    Posted in Capital markets commentary.

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