Feld Thoughts

APRIL 21, 2014

In the last two weeks there’s been a flurry of articles about the implications of a 25% decline in the public market value of a bunch of Internet stocks. We probably had about $150m committed and were running around trying to get to $300m for what we had positioned as a dedicated Internet VC fund.

Stock 140

Stock Internet SEC Italy 140

Feld Thoughts

SEPTEMBER 26, 2014

In addition to having my company acquired, I worked with them on the diligence team for a number of other acquisitions. The company was decimated by the collapse of the Internet bubble and ultimately went bankrupt. ” After Len and Jerry bought my company, the two of them took me under their wing and exposed me to doing deals.

Technical Review 150

Technical Review Boston Internet Venture Capital 150

Feld Thoughts

JANUARY 29, 2015

For a short time I was connected into GE via their acquisition of AmeriData (I still have my GE business card with the “ meatball logo ” on it.) During the same time, I started working as an affiliate to Softbank which was a large Japanese company acquiring minority and majority interests in lots of US companies.

Venture Capital 70

Venture Capital Reputation Affiliate Conversion 70

Feld Thoughts

DECEMBER 10, 2018

If you lived through the Internet-bubble between 1999 and 2002 you know this cycle well. Out of this mess came several long-term companies and a huge number of pennies on the dollar type acquisitions. And, you know that the companies that survived it were the ones with very strong fundamental businesses (e.g.

DC 112

DC Equity Hosting Valuation 112

Feld Thoughts

MAY 6, 2014

Patent trolls are an easy one, but heavy handed regulatory activity by incumbents and random lawsuits around acquisitions are also part for the course. Deals acquisitions deals facebook m&a oculus zenimax' Now that I’ve been clear about what I think, I’m curious what you think.

Intellectual Property 130

Intellectual Property Acquisition IP Open Source 130

Feld Thoughts

MARCH 20, 2019

After I sold my company, I went on a journey that included working for a public company, being part of the M&A deal team for a very acquisitive business, making a bunch of angel investments, starting a number of companies, and being chairman or co-chairman of several of these companies.

LP 108

LP Angel Investor Cofounder Leadership 108

Feld Thoughts

JANUARY 25, 2015

Sure, every now and then something magical happens (very high price point, very low cost of customer acquisition, zero churn), but that’s a serious edge case. You want to do an acquisition, but the seller wants some cash. Ask one of your friends who was a CEO of an Internet company in 2001.).

Finance 70

Finance Bootstrapping Acquisition Revenue 70