Mergers and Acquisitions
-
Uber + Grubhub?, Aggregator Acquisitions, Uber and Lime
An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.
-
Email Addresses and Razor Blades
The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.
-
Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power
Morgan Stanley acquired E*Trade, and Intuit is reportedly acquiring Credit Karma; both are about improving customer acquisition, but the competitive impacts differ.
-
Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition
Spotify’s mixed earnings, why podcasts are uniquely valuable to the company, and where The Ringer fits in.
-
Visa, Plaid, Networks, and Jobs
The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.
-
Facebook Buys Beat Saber, Capital and Copyright, The Oculus Conundrum
Facebook has bought Beat Games, a company of the future, and not just because they made a game for VR. Then, why it is the old world that needs capital, and why Oculus is still confusing strategically.