Feld Thoughts

AUGUST 25, 2015

Instead, the driver was the 1983 bull market. Put a willing and forgiving exit market following any investment period and you get spectacular returns. “By January 1984, investors had turned away from hardware toward software.” By 1994 the big software wins of the 1980’s were already funded or public.”

Venture Capital 70

Venture Capital SBIC Technical Review Silicon Valley 70

BeyondVC

APRIL 12, 2005

After having returned from vacation last week, I had the chance to reflect on the current venture and investing market. I see this as a trend that will only accelerate in the next few years as you have venture funds, LBO shops, and even hedge funds get into the tech buyout action. Witness the recent Sungard deal and others.

LBO 60

LBO Pre-Money Valuation Technical Review Software Review 60

Agile VC

AUGUST 9, 2012

Zynga’s faced a lot of pressure in the public markets recently. It’s hard to be bullish as a public market investor about a closely held company (in terms of control not ownership) that’s barely growing and faces strategic risks. market cap minus $1.6B Draw something… other than this painful chart.

Stock 160

Stock LBO .Net Valuation 160