Archive for August, 2007

How to Source Deals Using Web 2.0 Technologies

I'm looking forward to speaking at an upcoming conference, Web 2.0 / Enterprise 2.0 in the Capital Markets Industry, on September 17 in New York.
Liz Abraham of Financial Markets World reports that they still Read More...

Posted By David Teten Comments Off
On August 19th, 2007

The Bias of Wall Street Analysts

HBS professor Mark Bradshaw reports
"The prediction was that all [Wall Street sell-side research] analysts would be more optimistic for firms that
were issuing debt and equity securities than for firms that were either not
engaging in such activity or were reducing their financing needs. An integral
part of the forecasting function that analysts perform is assessing the Read More...

Posted By David Teten Comments Off
On August 12th, 2007

Yahoo Should Not Buy Facebook

Robert Peck of Bear Stearns recently presented on the theme "Yahoo should buy Facebook", with a rough valuation of Facebook. I have to admit my skepticism of this argument. Yahoo has a history of not taking advantage of its acquisitions (Broadcast.com…).
Far cheaper than buying Facebook would be to provide a systematically integrated user experience Read More...

Posted By David Teten Comments Off
On August 7th, 2007

Peter Thiel, Paypal co-founder, on How New Technologies Thwart Government and Promote Freedom

I enjoyed tonight's talk by Peter Thiel at NYC Junto, on "How New Technologies Thwart Government and Promote Freedom". Junto is a libertarian-focused discussion group organized by Victor Niederhoffer. I've been following Peter's writing for a while, since we overlap directly in our interests in investing and in online networks. Peter is President of Clarium Read More...

Posted By David Teten Comments Off
On August 3rd, 2007