The Bubble Has Begun With the Most Expensive Stock In America
It’s official, the current Bubble has begun with LinkedIn’s IPO. It was declared the most expensive stock in America even before doubling which means its now clearly way past Bubble territory. Exciting stuff! LinkedIn’s PE is 62 times Apple’s, 50 times Google’s, but less than 4 times Salesforce.com’s. Wow, AAPL and GOOG look like Value […]

It’s a Bootstrappa’s Paradise!
I had lunch with an old friend recently who does Angel investing. As sometimes happens, I launched into our lunchtime discussion with a bit of controversy by suggesting that I wasn’t too sure what the value of Angel was for many companies. After a bit of calibration on where I was coming from, we quickly […]

Ariba and Beyond — Are Valuations in the Spend Management Sector Increasing?
I’m not one to follow stock prices. Because of this blog — not to
mention my time commitments trying to build multiple businesses —
I’ve pretty much placed my personal accounts at the mercy of
of broad stock and related indices, not to me…

Bullish Bears and Bearish Bulls
Image by digital_monkey via Flickr This year has been an exercise in patience in many ways. The market fell to near catastrophic lows in March and many were questioning the very financial underpinnings of our society, and now less than…