All about IBM. Also: #projectsputnik and hoodies – Back of the Envelope podcast #012

Ed and I talk about IBM as a company, their current high-level strategy (according to Cote). Also, the recently launched Project Sputnik and Hoodie-gate.

Click to listen below:

…or download directly.

And, don’t forget to subscribe to the podcast feed! Also, there’s a whole dedicated tumblr.

VCs vs PE and other tales – Back of the Envelope #10

I’ve been curious about the difference between venture capitalists (VCs) and private equity firms (PE). Granted, as Ed schools me, both are types of PE, but we don’t call the PE people “LBO’s” any more after that patchy spot a decade plus ago. Anyhow, among other things, Ed and I talk about how VCs investment profile and desires differ from PE folks.

Click to listen below:

…or download directly.

And, don’t forget to subscribe to the podcast feed! Also, there’s a whole dedicated tumblr.

More about hard drives than you ever wanted to know – Back of the Envelope #009

Hard drives consume a large part of this episode, but it’s a great discussion of how you look at the business of hard drives. We also talk to the integrated vs. modular approach as a frame for iOS vs. XBox.

Click to listen below:

…or download directly.

And, don’t forget to subscribe to the podcast feed! Also, there’s a whole dedicated tumblr.

Avoiding MySpace – On Acquisitions – Back of the Envelope #008

In this new episode, we discuss acquisitions! Download the episode directly, or just click play below:

[audio http://traffic.libsyn.com/cote/backOf008.mp3]

Also, you can subscribe to the podcast feed.

We’ve also setup a separate blog dedicated to the Back of the Envelope podcast. I’ll still cross-post it here.

2011 Review and The Problem With Old People

Ed and I discuss the past year as it relates to the money world. During that conversation we talk about the rising pool of old folks, #occupywallstreet, and Japan among other things.

Download the episode directly, or just click to listen below:

Check out Ed in the Twitters under @egoodwintx.

Subscribe to the podcast with the feed for this blog.

If you gaze into the abyss, the abyss gazes also into you – Back of the Envelope Podcast #006

Ed and I are back to recording in this episode. I finally get someone to explain why we care about Europe tanking and then we talk about my angst over Microsoft. The recording cut out before we could talk about the Thai floods – hopefully my equipment will work next time.

Download directly, or listen below:

Check out Ed in the Twitters under @egoodwintx.

Subscribe to the podcast with the feed for this blog.