Category Archives: Valuation

Suckers, Bitcoins, and Investments


Right after finishing lunch with the USPTO director, Jon Dudas, at the Alexandria PTO head office, I bumped into a Physics patent examiner on the metro. He related to me his quandary on why various investments were being made for … Continue reading

Posted in Capital and Management, Management and Capital, Technology, Valuation | Leave a comment

Is the average taxpayer subsidizing those wonderfully, successful Silicon Valley companies much too much?


The typical Silicon Valley company has attached itself to the coattails of taxpayers or older established companies, all in the name of disruptive technologies.  Without these tax incentives, would these companies be so valuable, or, worst, ever get off the … Continue reading

Posted in Capital and Management, Management and Capital, Strategy, Technology, Valuation | 3 Comments

The Dilemma Facing Internet Content Platforms


In a recent NY Times April 2017 article on Facebook’s content dilemma, https://www.nytimes.com/2017/04/25/magazine/can-facebook-fix-its-own-worst-bug.html?_r=0, the author didn’t really hone in on what has led to this strange situation.  From day 1, newly established Internet companies always relied on one major component … Continue reading

Posted in Capital and Management, Entrepreneurship, Management and Capital, Marketing, Strategy, Valuation | 1 Comment

Why is Fred Wilson (USV) excoriating convertible notes and SAFEs that finance early stage companies?


In a recent blog, Fred Wilson concluded that early stage investors and founders would be better off being financed directly with equity in its early stages rather than through convertible notes or, the recent Silicon Valley hybrid, the SAFE. http://avc.com/2017/03/convertible-and-safe-notes/?utm_source=dlvr.it&utm_medium=twitter Continue reading

Posted in Capital and Management, Entrepreneurship, legal, Management and Capital, Strategy, Valuation | Leave a comment

Why is IP valuable?


I recall inquiring a new client that essentially seem to be a software consulting firm whether it had IP (“intellectual property”) and whether it retained such IP when providing software consulting services to their clients.  Its CEO replied in the … Continue reading

Posted in legal, Technology, Valuation | Leave a comment

The New Wave of Entrepreneurship by Matt Swanson, Managing Partner of Silicon Valley Software Group – Toptal


​There is a multi-trillion dollar economy opening up to technology faster than ever. It has been driven by trends that have changed the nature of how entrepreneurs will be characterized going forward; specifically, industry executives will be the next wave … Continue reading

Posted in Entrepreneurship, Management and Capital, Marketing, Technology, Valuation | Tagged , , | Leave a comment

Does wearing a hat makes you bald?


Upon meeting the wife of a friend in Southern California, she told me that I should remove my hat since wearing one would make me bald. I did note that my friend had a head of healthy hair, but I … Continue reading

Posted in Capital and Management, Entrepreneurship, Management and Capital, Marketing, Strategy, Valuation | Leave a comment