IPO
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Atlassian Files for IPO, Square Prices IPO Below Last Round
Atlassian is a very remarkable company, particularly from a financial perspective. In fact, they may be so unique that they are one of a kind — and that has risks. Plus, most folks are drawing the wrong lessons from Square’s IPO pricing.
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Venture Capital Follow-up, Square Files for IPO, Concerns About Theranos
A follow-up and some much needed specificity to yesterday’s Venture Capital article, then why Square’s IPO may be a better opportunity than it first appears. Plus, there’s concerning news about Theranos, a company with significant potential.
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AWS Re:invent, Pure Storage IPOs, Dell to Buy EMC; Enterprise Disruption; Dell’s Logic
Three news events from last week — Amazon’s AWS conference, the Pure Storage IPO, and Dell’s plan to buy EMC — make for a text case of disruption in all its forms.
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Yelp is for Sale, Fitbit Files for IPO, HERE Maps Update
In today’s Daily Update: – Yelp is for sale. I discuss the problem with Yelp’s advertising business, as well as who might buy them and why – Fitbit is filing for an IPO. The company has some impressive numbers, and they are an interesting contrast to a company like Yelp. However, the Watch is coming… -…
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Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
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Daily Update: Amazon is Selling Diapers, Amazon Launches Sortation Centers, AvantCredit and Lending Club
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Daily Update: .NET and Microsoft’s Mobile Opportunity, New Relic Files for IPO, GitHub Enterprise 2.0
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Daily Update: Uber, Contract Workers, and Driver Power; Alibaba Raises $21.8 Billion; Larry Ellison Takes Care of Larry Ellison