January 2010
3 posts
Cash Multiples VS IRRs in VC Funds
Simple and insightful returns analysis contrasting IRR vs. cash multiples.  Instructive for thinking about returns from any long term lock-up asset class (e.g. PE, VC, RE). thegongshow: Fred wrote an interesting post today describing how to use IRR to analyze an investment opportunity.  I thought I’d extend on his work to explain why IRR isn’t not a great way to think about VC funds. Let’s say...
Jan 26th
26 notes
Surprise surprise, Nexus One launch hits some...
From Today’s USA Today… Google thought it could sell phones in a new way — without retail stores or customer-service reps to hold shoppers’ hands through the experience. Think again: Just eight days after Google (GOOG) opened its online store to sell the new Nexus One smartphone directly to customers, its support forums have been overloaded with complaints on a variety of...
Jan 14th
A dream I don't want to wake up from
It has been nearly three and half weeks since my last post. The past few weeks have been a whirlwind. First, the holidays hit and I enjoyed a few days in southern Florida rejuvenating the battery, relaxing with friends and family, and having a great time with my wife. Work took a backseat to vacay as pretty much our entire office was out of town. Well, that was then. This is now. Since...
Jan 14th