Feld Thoughts

FEBRUARY 9, 2016

Once again, as we find ourselves in the middle of a significant public market correction, especially around technology stocks, there’s an enormous amount of noise in the system, as there always is. ” Many companies have hired ahead of their growth rate because they had the cash to do so. It’s simply not true.

Cap Table 70

Cap Table Down Round Liquidation Preference Founder 70

thebarefootvc

AUGUST 26, 2015

After a tumultuous week in global markets, today the US stock market ended higher on the session. As a former investment banker who followed the markets closely once upon a time (especially when I was in the midst of public market M&A transactions), I now have the luxury of watching from an arm’s length.

Marketing 40

Marketing Investment Bankers Valuation China 40

thebarefootvc

AUGUST 26, 2015

After a tumultuous week in global markets, today the US stock market ended higher on the session. As a former investment banker who followed the markets closely once upon a time (especially when I was in the midst of public market M&A transactions), I now have the luxury of watching from an arm’s length.

Marketing 40

Marketing Investment Bankers Valuation China 40

thebarefootvc

JULY 26, 2015

After a tumultuous week in global markets, today the US stock market ended higher on the session. As a former investment banker who followed the markets closely once upon a time (especially when I was in the midst of public market M&A transactions), I now have the luxury of watching from an arm’s length.

Marketing 40

Marketing Investment Bankers Valuation China 40

abovethecrowd.com

APRIL 20, 2016

Why the Unicorn Financing Market Just Became Dangerous…For All Involved. These mutual funds “mark-to-market” every day, and fund managers are compensated periodically on this performance. With the public markets down, these groups began writing down Unicorn valuations. 2015 was the exact opposite.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40

Scalable Startup

FEBRUARY 1, 2013

And then five years later computers became — they dropped half in price and then the big insurance companies could buy them, and that’s when Thomas Watson, who ran IBM at the time, was quoted as saying, “There’s only a market need in the world for five computers.”. So GoodData is at the intersection of kind of marketing and business.

Software Review 22

Software Review Startup Venture Capital Stock 22