409A Valuations

Don Dodge wrote about a very dry but critically important issue facing private companies that issue equity to employees… 409A valuations: IPO bump? – If private investors have already bid up the valuation, will there be an IPO jump in the stock price? Doubtful. This breaks the conventional wisdom about pre-IPO stock options. Companies are [...]

2010 Election – How I’ll Vote

Every 2 years I publish my personal voter guide, here’s the 2010 edition. 12th Congressional District (my district) The only choice is Jackie Speier and all I can say is that she is no Tom Lantos (RIP). I’ll leave the box unchecked. Proposition 19: Legalize marijuana possession How I’ll Vote: NO Why: I really don’t [...]

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Adams Golf-Part One
Investor Sentiment: Liquidity Solves All
Read more on Chun Yuan Steel at Wikinvest

China Complains About Currency Manipulation (really)

It’s always ironic that a country with a fixed exchange rate, which many would argue is a rate set well below what the market would in order to feed their export economy, then levels the charge of currency manipulation against another. This does shine a spotlight on a serious issue which is the relationship between [...]

Gartner: Benioff and the Cloud

Gartner hosted there big client conference this week and it was interesting that they named cloud computing as a key strategic technology for 2011 (yeah, really going out on a limb) while also bringing Marc Benioff on as a keynote. Benioff is one a very small number of “super founders” who still retain CEO rights [...]

Does Paper.li Break Twitter?

I love Paper.li, it’s one of the most innovative and useful services I have seen in a long time. I actually look forward to people I follow coming out with their “The xyz Daily is Out” tweets because they are great information discovery tools. In addition to Techmeme and Feedly various Paper.li editions have become [...]

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Fasten Your Seat Belts for a Bumpy Ride
Consider These 4 High Yield Utility Preferred Stocks
Monthly Membership Option is Now Available
Read more on Wharf (HLDGS) at Wikinvest

What Jobs Said About What TweetDeck Said

Interesting that Steve Jobs went on a tirade about Google in yesterdays earnings call. He mentioned about “Twitterdeck” (apparently referencing Tweetdeck) and their Android app, which they revealed a pretty amazing array of hardware configurations they tested against as part of their beta program. Jobs was apparently trying to say that the fragmentation of Android [...]

Sprint Needs to Step Up: Android/Evo Error Messages

Sprint Evo and Android.process.acore error messages.

More on this topic (What's this?) Read more on Computer Software, IPhone at Wikinvest

Google, the Wisdom of Crowds and Conventional Wisdom

I’ve been thinking a lot lately about crowdsourcing and whether or not the benefits suggested by proponents are overstated. It’s not that crowdsourcing doesn’t have value, the problem I have with it when applied to generalized questions is that the result often mirrors the conventional wisdom on any given subject. It’s not surprising, we are [...]

The Leading Fill in the Blank

Perhaps no phrase in modern marketing communications is more used and more maligned at the same time than “the leading company in insert=market-here”. Everyone uses it and everyone snickers at it… so why? I was thinking about this the other day as I  was writing some draft copy for a marcom piece and it struck [...]

Is Gap’s New Logo a Crowdsourcing Black Ops?

Here’s an interesting argument… that Gap hoodwinked everyone into signing on to crowdsource a new logo by using their decidedly crappy “new” logo as bait: That’s right. One of the most prominent popular fashion brands is crowdsourcing its new brand logo. So the favorite last-ditch tactic of brands and causes lacking money or new ideas [...]

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