article thumbnail

When Does Zynga Become a Value Stock?

Agile VC

Management Shake-ups – most notably the sudden departure of COO John Schappert and shuffling of Marc Pincus’s direct reports. 71% gross margins are not exceptional for a software/internet company, but they’re not terrible either. But at what point does Zynga become a value play?

Stock 160
article thumbnail

What Is Really Happening to the Venture Capital Industry?

abovethecrowd.com

[Follow Me on Twitter] Many are speculating that the year two thousand and nine represents a fundamental turning point for the venture capital industry. Some are arguing that the industry is in dire straits after years of poor performance. Others have argued that the math simply does not work for the industry’s current size.