Archive for July, 2011

  • The Mispricing Of Disruption Risk
    Posted by on July 28th, 2011 at 7:26 pm, Comments: 0

    I was joking on the stream yesterday with Josh Brown about how he hadn’t received the memo that the world was now operating on 2 month full adoption and dispursion cycles when it comes to social networks. The joke was brought on by someone with data claiming that users of Google+ were already starting to spend [...]

  • Why The Market Doesn’t Care About The Debt Ceiling…So Far
    Posted by on July 27th, 2011 at 4:34 pm, Comments: 0

    This is not TARP vote part deux. This is not the same problem. TARP was a response to an asset price problem. The government stepped in to literally create a market again for many securities that were being valued at next to nothing, because something is only worth what you can sell it for today. [...]

  • Let The Users Own The Platform, Literally
    Posted by on July 26th, 2011 at 6:43 pm, Comments: 0

    I had a conversation on the stream with someone this morning regarding my ongoing theme of hot new tech companies not going public until they reach far higher valuations than was previously the norm. Airbnb is now a 1.3 billion dollar company, they probably won’t come public until they reach at least 10 billion in [...]

  • The Coming Tech Crash
    Posted by on July 24th, 2011 at 4:38 am, Comments: 0

    I sat down Wednesday night to write this piece, and found myself rambling forever, until the main point was completely lost in anecdotes.  So my goal right now is to make this very simple and straight forward, if not boring.  The thesis I am about to unfold before you, deals with the fact a few years [...]

  • Thoughts On The Debt Ceiling
    Posted by on July 23rd, 2011 at 2:43 am, Comments: 0

    The current debate between President Obama and Speaker Boehner reminds me of the Israeli-Palestinian negotiations of the past 20 years.  Both leaders, idealistic as they are, and believe me, they are, have moved towards the middle and are within arms length of shaking hands on a deal.  This, while factions within each’s base, extreme ideologues [...]

  • Estimize Is Hiring
    Posted by on July 18th, 2011 at 7:47 pm, Comments: 0

    The past 6 months have been a revelation for me when it comes to receiving something back for all of the time and effort I put in to my social media pursuits, including this blog.  Social capital is very powerful, and I have reaped the rewards of the capital I have built by way of gaining a [...]

  • “I’ll be there, tell me when you wanna go”
    Posted by on July 15th, 2011 at 5:01 am, Comments: 0

    Music is a large part of my life that I rarely talk about. I believe that is largely due to the fact that I don’t feel any need to share music with other people, I’m not sure why that is. Music for me is more personal that many things, it really reaches down into who [...]

  • Ignore These Companies!
    Posted by on July 12th, 2011 at 5:55 pm, Comments: 0

    Why do investors and traders waste so much time and effort on companies that just aren’t worth it?  Why do they seem to care so much about the corporate governance of a company they neither hold shares in nor believe to be a good investment (or trade (it’s all just speculation (I’m getting off on [...]

  • Mantras Matter
    Posted by on July 11th, 2011 at 4:22 pm, Comments: 0

    Fail fast. Lean startup. You’ll never get anything if you don’t ask for it. KISS. Talk….To…..Everyone These are some of the mantras that I repeat to myself every day as we get closer to launching the private beta release of Estimize. I believe now more than ever, that mantras matter. I feel as if some, [...]

  • All…Platforms…Die
    Posted by on July 6th, 2011 at 9:38 pm, Comments: 0

    It is a fact of life that eventually, all platforms die. Platforms are powerful, they put people in the same place, crowds of people in and of themselves are powerful.  Platforms provide a common place where we can exchange ideas, goods, and services. Platforms are great businesses. Facebook is a platform. It is not the [...]