Published: June 25, 2015
When Groupon went public, it was generating nearly all of its revenues through local coupons and deals. The company acted as a middleman by allowing merchants to offer special deals to its user base, achieving gross margins upwards of 80% in the process. However, this business model had very litt...
Published: March 19, 2014
AOL is a deceptively cheap asset which is at an inflection point in all three businesses. The street believes EBITDA growth will be half of last year and misses key value catalysts. I believe the company will emerge in the next six months as a growth asset with a stable legacy business with signi...
Published: September 25, 2012
While I do not typically peddle Eric Jackson's commentary, I thought he put out a good note on Yahoo! the other day regarding the hiring of Jackie Reses. He believes she brings a private equity mindset to the Company, and will prove instrumental in Marissa Mayer's turnaround strategy:
Published: June 28, 2012
I believe we’re about to see LinkedIn’s first crack with 2Q earnings. I expect the firm to report revenue growth in line with its guidance and consensus for the first time in its public history.