Tag: finance

  • Link: Green light for IT spending in 2018

    “fully 50% of the 872 respondents said their company is giving a ‘green light’ for IT spending. That was the highest reading since 2007, and 13 basis points higher than the average survey response for the month of November for the previous five years” Original source: Green light for IT spending in 2018

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  • How Amazon financials work

    When you buy Amazon stock (the main currency with which Amazon employees are paid, incidentally), you are buying a bet that he can convert a huge portion of all commerce to flow through the Amazon machine. I have to admit, I didn’t really read that closely, but there you go. How Amazon financials work

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  • \”Wall Street’s internet darlings require an endless supply of idiots\”

    With a headline like that, what’s not to like? [“Wall Street’s internet darlings require an endless supply of idiots”](http://go.theregister.com/feed/www.theregister.co.uk/2014/08/23/internet_economy_needs_infinite_supply_of_idiots/)

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  • M&A doesn’t often work

    [S]tudy after study puts the failure rate of mergers and acquisitions somewhere between 70% and 90%. The second, less familiar reason to acquire a company is to reinvent your business model and thereby fundamentally redirect your company. Almost nobody understands how to identify the best targets to achieve that goal, how much to pay for…

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  • Why the Housing Bubble Tanked the Economy And the Tech Bubble Didn’t

    Why the Housing Bubble Tanked the Economy And the Tech Bubble Didn’t

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  • In the M&A world, you kiss a lot of frogs

    I like this post on what filling up the deal-flow pipeline for VCs looks like. For example, a good bozo bit heuristic: One of the reasons that a meeting doesn’t go well is that the founding team will say they expect $50 million in revenue in 5 years, but they have difficulty articulating how they’ll…

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  • HFT tech

    To illustrate this point during the opening keynote, George Kledaras, CEO of FIX Flyer, which creates algorithmic trading platforms, talked about how impossible it is for people to keep up and used the day when the statements from the Federal Open Markets Committee of the US Federal Reserve Bank are put out. The entire cycle,…

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  • Dell IR: we’re going to go hang with the nerds now

    One of the more significant changes is that our financial results will be restricted to current institutional debt investors, prospective institutional debt investors and debt research analysts. The financials will only be disclosed under non-disclosure agreement (NDA). Given the restrictions on our financial disclosure, we will not be discussing our financial results with broad audiences…

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