Agile VC

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When Does Zynga Become a Value Stock?

Agile VC

So theoretically if interest rates go up (aka duration risk) or the creditworthiness (aka credit spreads) of the US or the corporations Zynga owns bonds of changes dramatically, they could lose a small amount particularly on their long-term securities. That being said, unlike a company that has essentially zero user acquisition costs (e.g.

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Entrepreneurial Success & Alchemy

Agile VC

Today’s journey from startup to $19B acquisition by Facebook must seem comparable to turning base metals into a pile of gold for the average 13th century man on the street. Few have quit secure jobs and gone without paychecks to pursue an entrepreneurial dream. But relatively few people have written a software application.

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Should Apple Buy Hungary?

Agile VC

I had read somewhere that Apple’s cash pile was equivalent to Hungary’s GDP so I tweeted out the suggestion that perhaps an activist shareholder should push an acquisition of Hungary rather than thinking small (e.g. Semi, flash memory company Anobit, and security hardware – Authentec) to be integrated in various iStuff.

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Mobile Payments: The Trillion Dollar Industry That's Never - AgileVC

Agile VC

But while it was a little less understood outside the payments world, their acquisition of TxVia theoretically gives them some of the plumbing they’d need to create a store of value or couple a Google mobile payments product to existing financial accounts.

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