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asterisk2a + flow   16

The Information's 411 — "Multiples" by The Information Podcasts
growth at all cost - is gone. // What's the math? - "Hype Smoothie" - how mutual funds and private equity value their investments?
DropBox  Zenefits  Venture  Capital  growth  round  Private  Market  Mutual  Fund  Private  Equity  hunt  for  yield  hot-money  distortion  ZIRP  NIRP  QE  financial  repression  New  Normal  secular  stagnation  western  world  emerging  middle  class  BRIC  Frontier  Markets  emerging  speculative  bubbles  speculative  speculation  herding  herd  Seed  Angel  Investor  Party  risk  linkedin  Box  GAAP  cash  flow  Workday  Salesforce  burn  rate  valuation  downround  liquidation  preferences  liquidity  trap  asset  allocation  Slack  SAAS  Wall  Street  economic  growth  USA  UK  Uber  Palantir  BlackRock  Domo  Thumbtack  Unicorn  Snapdeal  Snapchat 
february 2016 by asterisk2a
Gurley on Global Selloff: Bloomberg West (Full Show 8/21) - YouTube
'averting catastrophic events' - hard things about hard things - book // when taking on growth round to grow aggressively company (buying customer growth)... you might actually take on risk. especially when the sentiment and the market turns and you burned it all and weren't so good at allocating the money and 'growing' you have to maybe raise a flat/downround ... ooopsies. Or even have to accept a debt round and massive lay-off to get to cash flow even/positive. And run a tight ship with the user base/business you've got. // re: post-price correction after speculative China bubble burst and massive China weakness and still existing/persistent deflationary pressures in western world. // &! bit.ly/1NTc3GM - Public markets affect venture funding. Full stop.
growth  round  IPO  Bill  Gurley  Venture  Capital  Private  Market  Unicorn  Decacorn  Mutual  Fund  Private  Equity  Hedge  Fund  2015  speculative  bubbles  speculative  speculation  hunt  for  yield  burn  rate  runway  sentiment  business  confidence  consumer  confidence  China  recovery  bubble  reflate  reflation  book  Ben  Horowitz  Marc  Andreessen  business  model  cash  flow  cash-is-king  Start-Up  lesson  financial  model  Start-Up  advice  valuation  Mark  Suster  Wall  Street 
august 2015 by asterisk2a
An Analysis Of Zirtual’s Reality And The Perils Of Debt | TechCrunch
[ SEC filings show it wanted to raise lots more money ] Think about the implications of this for a moment: we know the company wanted $2.75 million in June, and got most of it. But we also know that 35 days later, Zirtual had been looking for another $3 million, and only got $650,000. That is a meaningful shortfall, an 80% difference between the money they needed and the money they got. [...] In fact, you might have concluded they were in for some kind of serious financing and operational problem weeks in advance [ talked also in Jason's interview that they still have legacy customers who cost them too much but are sort of still keep on: book 'hard things about hard things'], when you connect the fairly clear dots between two attempts to raise capital within a month of each other, and which are increasingly unsuccessful. [...] We’re not talking about an equity financing here, we’re talking about debt. [...] debt is a harsh mistress, especially for a startup tech company.
Zirtual  burn  rate  runway  Venture  Capital  fundraising  operations  operation  convertible  note  debt  cash  flow  cash-is-king  Start-Up  lesson  Start-Up  advice  CEO  CFO  financial  literacy  accounting  accountability  execution 
august 2015 by asterisk2a
Tesla Announces $500M Common Stock Offering | Hacker News
This is a timely announcement following chatter about Tesla's cash flow problems // capital intensive // Tesla shares down after electric car maker posts losses as Elon Musk says more cash needed - bit.ly/1NefTw4
Tesla  Motors  cash  flow 
august 2015 by asterisk2a
SoundCloud will Apple, Spotify und Google angreifen - SPIEGEL ONLINE
SoundCloud plant einen eigenen Bezahldienst für Musik aus dem Internet - und greift damit Spotify und Apple an. Der Gründer des Berliner Start-ups erklärt, wie er trotzdem eine Milliarde Nutzer erreichen will. [...] Zusammengefasst: Der Streamingdienst SoundCloud aus Berlin startet noch in diesem Jahr einen eigenen Bezahlservice. Gründer Eric Wahlforss glaubt, dass seine Community von Künstlern und Musikliebhabern stark genug ist, um gegen die Angebote von Apple und Spotify zu bestehen.
Soundcloud  Spotify  Apple  Music  subscription  model  business  model  Music  Industry  DMCA  copyright  infringement  Remix  Culture  differentiate  differentiation  audience  Social  Media  Platform  burn  rate  runway  cash  flow  niche  Content  pageviews  advertisement  YouTube  Pandora  Rdio  Deezer 
july 2015 by asterisk2a
Fear Trumps Greed in Silicon Valley as Some Venture Firms Hedge - Bloomberg Business
[... high ops cost associated w SF/Palo Alto ... fancy office (and expensive (rarefied) developers from Google or Facebook) in SF as a sign of success while burning +2m per year at least with no cash flow in sight ... and with all consumer products being free and hoping to finance themselves in the future with advertising ... ] Some VCs are urging their companies to build a rainy day fund to ensure their survival. [...] It’s a constant battle deciding whether to invest in a potentially lucrative deal, said Philadelphia financier Rudy Karsan: “Greed versus fear.” [ Softbank Capital just last week came out publicly with a shift in strategy, to invest now ONLY in proven winners, at slightly premium to get in (and with preferred liquidation preferences in writing), &focus resources on those portfolio companies ... than to compete in a crowded, distorted, muggy, in transparent, very speculative (with lots of ifs and luck and bet on CEO to execute well) A-, B- (and C-Round) market. ]
Silicon  Valley  burn  rate  runway  cash  flow  cash-is-king  hunt  for  yield  distortion  ZIRP  NIRP  QE  growth  round  SPV  war  for  talent  Private  Market  Private  Equity  Hedge  Fund  Mutual  Fund  bubble  USA  Fed  Taper  asset  bubble  asset  allocation  Angel  Investor  Seed  business  model  advertising  VC  Venture  Capital  Greed  FOMO  bubble  speculative  bubbles  speculative  speculation  SoftBank  Capital  IPO  NASDAQ  A  Unicorn  Decacorn  termsheet  liquidation  preferences  exit  strategy  M&A  acquisition  acquihire  acqui-hire  business  cycle  business  plan  business  investment  business  confidence  consumer  confidence  leverage  debtoverhang  irrational  exuberance 
july 2015 by asterisk2a
Richard Koo: "Out of the Balance Sheet Recession and into QE 'Trap'" - YouTube
Released new book end of 2014. // Banks unable to lend money 2 unwilling (eligible) customers. Money remains on the private banks (&Central Banks in form of bonds) balance sheets/books & mostly allocated towards parking it overnight @Central Banks deposit facility (thus ECB put up a deposit levy, late into the game) or liquid fairly un(der)productive investment classes like gov bonds. // Companies (& people ie 4 education/housing) borrowing & investing (into the future, that is uncertain, unknown, deflationary)!? // 19:30 Even Abenomics is not working. Bc trauma towards Debt! behavioural economics: experience of debt servitude on less income, additional uncertainty & distrust! // Lowering corporate tax rate (like George Osborne) does not help. // Persistent low inflation expectations. // Taper extremely difficult: 2.5trn excess in long bonds. Unknown territory. Possibly future higher interest rates than fnd economic growth does warrant - adding to output gap & new normal.
2015  UK  USA  liquidity  trap  QE  ZIRP  NIRP  balance  sheet  recession  deleveraging  debtoverhang  Japan  Fed  BOE  BOJ  GFC  recovery  austerity  economic  history  economic  model  academia  deflationary  monetary  transmission  mechanism  M3  LTRO  TLTRO  lost  decade  lost  generation  fiscal  policy  monetary  policy  Career  Politicians  bond  bubble  equity  bubble  property  bubble  negative  real  interest  rate  deposit  levy  economic  growth  trickle-down  economics  secular  stagnation  headwinds  Great  Depression  PIIGSFB  PIGS  macroeconomic  policy  microeconomic  policy  economic  damage  behavioral  economics  zombie  banks  Abenomics  squeezed  middle  class  wage  growth  wage  stagnation  cash  flow  cash  flow  management  trust  distrust  long-term  view  long-term  thinking  sovereign  debt  crisis  debt  servitude  household  debt  debt  monetisation  debt  monetization  Super  Cycle  student  loan  debt  private  debt  consumer  debt  student  debt  George  Osborne  David  Cameron  competitiveness  competitive  industrial  policy  budget2015  business  investment  infrastructure  investment  demographic  bubble  uncertainty  Sozialer  Abstieg  disposable  income  discretionary  spending  Yen  JGB  Taper  greatrecession  USD  dogma  ideology  public  investment  short-term  thinking  short-term  view  productivity  output  gap  underinvestment  productive  investment  book  rate  private  savi 
july 2015 by asterisk2a
Sacca: Bad Deals Are Being Done in Silicon Valley - Bloomberg Business
min 3 - normal people have been prices out of SV, SF, Palo Alto and around the region. sw engineers with entitelment and very little compassion. // bloom.bg/1I8NCAM &! bloom.bg/1Hzb5za &! bloom.bg/1BaVBji &! bloom.bg/1Fd2zQf (Amazon, Fb, Google, eBay, all had cash flow during its growth past IPO, Twitter ops too expensive compared to scale, living beyond its means. does not need to invest in warehouses (Amazon) nor data centers (Google)) // &! bloom.bg/1e8mFGd &! bloom.bg/1L2Accs &! bloom.bg/1INBZ7N &! bloom.bg/1TgmWqi &! http://lowercasecapital.com/2015/06/03/what-twitter-can-be-2/ &! http://lowercasecapital.com/2015/05/21/i-bleed-aqua/ - Sarah Lacy from pando argues, he bleeds green - pando.com/2015/06/11/the-icahn-was-coming-from-inside-the-house-why-dick-costolos-ouster-changes-the-valley/ &! pando.com/2015/06/12/im-more-similar-to-elon-the-5-silliest-things-chris-sacca-said-yesterday/
Chris  Sacca  Silicon  Valley  ecosystem  Twitter  runway  burn  rate  cash  flow  business  model  San  Francisco  Palo  Alto  hunt  for  yield  distortion  growth  round  SPV  Hedge  Fund  Mutual  Fund  late-stage  funding  Private  Market  Private  Equity  ZIRP  NIRP  QE  cash-is-king  Bill  Gurley  Unicorn  Hype  Cycle  inflation  Venture  Capital  Micro  VC  Angel  Investor  war  for  talent 
june 2015 by asterisk2a
For Sale: Bel Air Home to Be Listed for Record $500M - YouTube
"currency park" an investment for a specific time and purpose ie real estate, not to live in for. // that is the wrong kind of capital flow (inflow) you want as an economy. you want productive investment that creates long-term gainful productive jobs with income growth prospects //
1%  Super  Rich  London  distortion  China  Brazil  capital  gains  investment  management  capital  flow  underinvestment  productive  investment  QE  ZIRP  NIRP  bond  bubble  alternative  investment  fiscal  policy  currency  war  zombie  banks  zombie  corporations  western  world  secular  stagnation 
may 2015 by asterisk2a
Amazon: Warum Jeff Bezos Milliarden-Verluste kalt lassen - SPIEGEL ONLINE
Die Management-Grundsätze Bezos' sind kein Geheimnis. Als er seine Unternehmensgründung 1997 an die Börse brachte, schrieb er einen Brief an Investoren, in dem er seine Strategie kurz und bündig darlegte und den er seitdem jedem neuen Geschäftsbericht beilegt. Darin findet sich der zentrale Grundsatz, nachhaltig und langfristig zu investieren - also nicht wegen kurzfristiger Gewinne oder um den Aktienkurs zu befeuern. Ein Kernsatz in dem Brief lautet: "Wir werden anstatt ängstlicher mutige Investitionsentscheidungen treffen, wo immer wir es als ausreichend wahrscheinlich einschätzen, Marktführer zu werden. Einige werden sich auszahlen, andere nicht. Dazugelernt haben werden wir in jedem Fall." Gleich darauf folgt die Klarstellung, dass Bezos künftige Cashflows wichtiger sind als Gewinne der Gegenwart.
Amazon  Jeff  Bezos  ROI  cash  flow  Start-Up  lesson  Start-Up  advice  growth  round  growth  hacker  growth  hacking  investment  business  investment  Marktanteile  customer  acquisition  customer  retention  user  churn  user  acquisition  short-term  thinking  short-term  view  long-term  thinking  long-term  view  Wall  Street  oligopoly  oligopol  profit  maximisation  AWS  Wall-Mart  Google  Microsoft  Alibaba  Rakuten 
december 2014 by asterisk2a
The Downtown Project Suicides: Can the Pursuit of Happiness Kill You? | Re/code
http://www.feld.com/archives/2014/10/founder-suicides.html "I’m saddened by the struggles around The Downtown Vegas Project. I’ve long thought, and continue to think, it’s a really interesting experiment." + http://chrisyeh.blogspot.co.uk/2014/10/the-manic-side-of-entrepreneurship.html !+!+! http://pando.com/2014/10/01/sarah-lacy-talks-vegas-downtown-project-on-npr/ + http://knprnews.org/post/tony-hsieh-i-was-never-downtown-projects-leader "no hard decisions were made, no confidence inspired / transpired, etc etc ... media was overwhelmingly/breathless positive and cheerful with very little doubt and questioning. ... if you start a company, you are responsible, can't expect landholding and infinite pay checks etc etc ... it is your responsibility to get to cash flow positive (see their 5 year plan)" + https://gigaom.com/2014/10/02/5-questions-for-tony-hsieh-and-the-downtown-project/
Las  Vegas  Downtown  Project  Tony  Hsieh  Start-Up  lesson  Start-Up  advice  Berlin  Start-Up  Scene  Leadership  urban  planning  urbanisation  city  living  Las  Vegas  Silicon  Valley  ecosystem  complexity  long-term  thinking  long-term  view  failure  business  failure  subsidies  subsidizing  journalism  journalismus  trust  trustagent  confidence  business  confidence  entrepreneurship  entrepreneur  entrepreneurial  Venture  Capital  Vision  cash  flow  expectations  social  entrepreneurship  capitalism 
october 2014 by asterisk2a
Andreessen: High burn rates risk more than just running out of cash | PandoDaily
+ http://dealbook.nytimes.com/2014/09/25/marc-andreessen-sounds-warning-on-start-ups-burning-cash/ + http://a16z.com/2014/09/26/valuation-this-is-the-advice-we-give-our-founders/ + http://valleywag.gawker.com/marc-andreesen-sounds-the-alarm-on-marc-andreesens-tech-1639595228/all + >> labour market - http://techcrunch.com/2014/09/26/what-1-million-wont-buy-you/
Bill  Gurley  Venture  Capital  hunt  for  yield  ZIRP  NIRP  QE  negative  real  interest  rate  equity  bubble  asset  bubble  bubble  speculative  bubbles  bubbles  Silicon  Valley  burn  rate  runway  Start-Up  advice  Lean  Start-Up  Start-Up  lesson  Berlin  Start-Up  Scene  London  Scene  Europe  Start-Up  Scene  New  York  Start-Up  Scene  cost  of  living  living  standard  living  spaces  living  environment  standard  of  living  Benchmark  Capital  San  Francisco  Palo  Alto  distortion  risk  taking  centralbanks  trust  trustagent  confidence  Wall  Street  Taper  discounting  risk  discounted  risk  risk  discount  timing  business  cycle  financial  cycle  GFC  unintended  consequences  unknown  unkown  unknown  unknowns  cash  flow  business  model  monetization  monetisation  Fred  Wilson  AVC  bootstrapped  bootstrapping  growth  round  Expenditure  Fab.com  sustainability  sustainable  a16z  Marc  Andreessen  Ben  Horowitz  SF  war  for  talent  labour  economics  labour  market 
september 2014 by asterisk2a
Winter Is (Probably) Coming (Soon) | TechCrunch
"The more you boost your burn, the more risk you take on. [...] The underlying point of Gurley’s and Wilson’s respective riffs is that many companies will have to reduce their burn in the future. And it won’t be easy. And the pair likely won’t be willing to give larger sums to companies that just torched their prior round in ways that they didn’t precisely approve of. Cash is the oxygen of business. When it runs out, the company dies." ... being nimble, frugal, Lean, conservative ... via https://news.ycombinator.com/item?id=8338411
Bill  Gurley  Venture  Capital  hunt  for  yield  ZIRP  NIRP  QE  negative  real  interest  rate  equity  bubble  asset  bubble  bubble  speculative  bubbles  bubbles  Silicon  Valley  burn  rate  runway  Start-Up  advice  Lean  Start-Up  Start-Up  lesson  Berlin  Start-Up  Scene  London  Scene  Europe  Start-Up  Scene  New  York  Start-Up  Scene  cost  of  living  living  standard  living  spaces  living  environment  standard  of  living  Benchmark  Capital  San  Francisco  Palo  Alto  distortion  risk  taking  centralbanks  trust  trustagent  confidence  Wall  Street  Taper  discounting  risk  discounted  risk  risk  discount  timing  business  cycle  financial  cycle  GFC  unintended  consequences  unknown  unkown  unknown  unknowns  cash  flow  business  model  monetization  monetisation  Fred  Wilson  AVC  bootstrapped  bootstrapping  growth  round  Expenditure  Fab.com  sustainability  sustainable 
september 2014 by asterisk2a
Burn Baby Burn – AVC
From one of the comments: "f you're backing companies that have bootstrapped their start, you get a different, focussed culture & attitude on burn rates and costs. It forces you to think twice about every cost item. You're running as fast as you can to get traction, customers, product, team, everything aligned within tight costs. It's not about frugality but more aligned to reality. " +++ via https://news.ycombinator.com/item?id=8324047 +++ !!! Fancy Offices - bit.ly/1piSnxO +++ !!! +++ "Gurley and Wilson point to sky high burn rates, not valuations as the red flag in Silicon Valley [...] Gurley and Wilson are lamenting the exorbitant burn rates that have become the norm among venture-backed startups and the lack of fear and accountability signaled by this hyper-aggressive approach." - bit.ly/1m93G0M +++ !!! +++ bit.ly/YQY2WS +++ !!! +++ "Which VCs Have the Most Portfolio Companies with $100M+ of Funding?" - bit.ly/1wo7BHF
Bill  Gurley  Venture  Capital  hunt  for  yield  ZIRP  NIRP  QE  negative  real  interest  rate  equity  bubble  asset  bubble  bubble  speculative  bubbles  bubbles  Silicon  Valley  burn  rate  runway  Start-Up  advice  Lean  Start-Up  Start-Up  lesson  Berlin  Start-Up  Scene  London  Scene  Europe  Start-Up  Scene  New  York  Start-Up  Scene  cost  of  living  living  standard  living  spaces  living  environment  standard  of  living  Benchmark  Capital  San  Francisco  Palo  Alto  distortion  risk  taking  centralbanks  trust  trustagent  confidence  Wall  Street  Taper  discounting  risk  discounted  risk  risk  discount  timing  business  cycle  financial  cycle  GFC  unintended  consequences  unknown  unkown  unknown  unknowns  cash  flow  business  model  monetization  monetisation  Fred  Wilson  AVC  bootstrapped  bootstrapping  growth  round  Expenditure  Fab.com  sustainability  sustainable 
september 2014 by asterisk2a
Venture Capitalist Sounds Alarm on Silicon Valley Risk - WSJ
"Be fearful when others are greedy and greedy when others are fearful." And then you wrote: "Although we may have not reached the level of observing obvious greediness, there is most certainly an absence of fear. Those that managed companies in 2008, or 13 years ago in 2001, know exactly how fear feels. And this is not it." [...] Right now youve got private companies raising $200, $400, $500 million. If youre in a competitive ecosystem & you raise that amount of money, the only way you use it—because these companies are all human-based, theyre not like building stores—is to take your burn up. [2 things: exorbitant high burn rates like '99 & the allure of working for $ loosing companies. &the justification is 'it's Landgrab time,it's still day 1'] &living cost, employee cost &perk &rent cost in SV/SF &surroundings isnt helping either. rising cost is fuelling burn rates &valuations w/ big ABC-Rounds. Didnt we have the glorification of Lean ~3 years ago? A bubble is one WHEN IT POPS!
Bill  Gurley  Venture  Capital  hunt  for  yield  ZIRP  NIRP  QE  negative  real  interest  rate  equity  bubble  asset  bubble  bubble  speculative  bubbles  bubbles  Silicon  Valley  burn  rate  runway  Start-Up  advice  Lean  Start-Up  Start-Up  lesson  Berlin  Start-Up  Scene  London  Scene  Europe  Start-Up  Scene  New  York  Start-Up  Scene  cost  of  living  living  standard  living  spaces  living  environment  standard  of  living  Benchmark  Capital  San  Francisco  Palo  Alto  distortion  risk  taking  centralbanks  trust  trustagent  confidence  Wall  Street  Taper  discounting  risk  discounted  risk  risk  discount  timing  business  cycle  financial  cycle  GFC  unintended  consequences  unknown  unkown  unknown  unknowns  cash  flow  business  model  monetization  monetisation 
september 2014 by asterisk2a
Uber Discusses Investment at $12 Billion Valuation - WSJ.com
@Uber in talks w/ large fund managers to raise $500M round @ $12B+ valuation, sources say; possible investors incl BlackRock, General Atlantic, Technology Crossover Ventures, hedge funds; raised $307.5M to date; @howardlindzon predicts IPO in Q4 - Link
Uber  public  utility  utilities  transportation  public  transportation  marketplace  efficiencies  marketplace  plurality  marketplace  marketplace  inefficiencies  growth  round  cash  flow  hunt  for  yield 
may 2014 by asterisk2a

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