Why Groupon is Worth $25 Billion Dollars

Admittedly, Groupon is a work in progress. They continue to spend insane amounts of money to acquire customers and merchants to try to extend their dual-sided network effect with consumers and merchants. Many people see this as unsustainable, some adamant it’s all just a Ponzi scheme. But these naysayers who are fixated on the current […]

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Behind The Bidding War: The Real Reasons Why HP And Dell are So Desperate For 3Par

TechCrunch Link As I was writing this, news of the HP / Dell bidding war for 3PAR broke on the front page of Yahoo. This made me laugh, as it typified just how crazy this story has become—few things outside of a bidding war will make a storage acquisition sexy enough to make mainstream news. […]

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Apple and Efficiently Growing its Future

Organic growth is the term coined for growing internally, not via merger or acquisition. Apple has embraced this strategy over its existence, averaging only about 1 acquisition per year during the past 25 years. In contrast – during the past four years alone – Microsoft bought 45 companies, Google 40, and Cisco 30. At first […]

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When Private Equity Fails – Freescale

It’s no secret that the golden age of private equity is over. 2005-2007 were incredible years, not only for the PE firms, but also for the players who sold out at the peak. Sam Zell became infamous for selling Equity Office Partners to Blackstone for $23B literally as the real estate market crested in early […]

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