A Watershed Moment in the history of digital media. Venture back to sometime, circa 2011: I got off the stage after a panel I was moderating when someone came over and said they were a fan. I was elated, thinking… Continue Reading →
SPACs were seen as financing of last resort, but have now gained credibility Privately-held companies sometimes achieve a liquidity event by way of a merger or acquisition. Otherwise, there are multiple paths to liquidity, namely: – IPO– Direct listing– SPACs…. Continue Reading →
Airbnb is the poster child for the 2010s and apparently, 2020. In this article I break down why I added Airbnb to the Granicus stock portfolio. Disclaimer: Nothing here should be misconstrued as investing advice. I am NOT licensed to… Continue Reading →
Unlikely and maybe not the best comparable, but one detail caught my attention. Doordash went public today and popped at $182… valuing the business at $80 billion. Some food for thought. Doordash is a different business than the restaurants it… Continue Reading →
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