This is an excerpt from the speech of Marc Andreessen, technologist and serial entrepreneur. It is part of the Entrepreneurial Thought Leaders Lecture Series at Stanford.
Friday, May 28, 2010
Monday, May 10, 2010
No more traditional Marketing by CTO of Pandora
This is an excerpt from Entrepreneurial Thought Leaders Seminar by Tom Conrad, CTO of Pandora.
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$1 Trillion to rescue!
The $1 Trillion(roughly) aid to rescue Greece and save the world from the edge of another dive is like giving an ailing steroids. I hope before the steroids wear off, Greece gets better and so does the PIIGS. It is going to prep up the world markets into another frenzy. From now on, bulls rule with zeal for quite a while. I thought Europe would stumble but IMF did good.
If short term woes are off the table for Greece and Europe by May 19th then we should see another rally of stocks.
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If short term woes are off the table for Greece and Europe by May 19th then we should see another rally of stocks.
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Thursday, May 6, 2010
The Big Contagion - Greece - We almost hate you!
How will Greece contagion work out?
- Greece brings down PIGS with it.
- Euro has to be devaluated.
- Entire Europe market goes down.
- Russia depends on Europe for their Oil/Natural gas revenues on which it entirely depends - So Russian Market goes down.
- China's policy towards its currency and property inflation - supposedly needed but now it seems there is no need for the governement policy, the property value would have adjusted on its own. - So mistimed - Chinese market goes down.
- American market goes down - financial market coupling with European financial market.
- Japanese Market - well it never goes up - so it is a given!
- Indian Market - I expect Indian market to perform better than other markets during the race of world markets towards the next dip.
There is high possiblilty that DOW would go below 10000 points or stabilize around that level. Hopefully, ECB takes some concrete actions instead of verbal support!
For people like me who have been long, buy some short ETFs to hedge! Some short etfs to consider
EUO - Short Euro
DXD - Short DOW
RWM - Short Russian index.
These are double x shorts. So adjust your hedging ratio accordingly.
Also consider FXP - Short Chinese market. - Is already up 7% for the day when I am writing this.
For people on the sidelines, good for you, pounce on the value stocks on the coming next big dip!
For people with hope that we will have a V shaped recovery, please jettison your hope. Greece just decimated it!
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- Greece brings down PIGS with it.
- Euro has to be devaluated.
- Entire Europe market goes down.
- Russia depends on Europe for their Oil/Natural gas revenues on which it entirely depends - So Russian Market goes down.
- China's policy towards its currency and property inflation - supposedly needed but now it seems there is no need for the governement policy, the property value would have adjusted on its own. - So mistimed - Chinese market goes down.
- American market goes down - financial market coupling with European financial market.
- Japanese Market - well it never goes up - so it is a given!
- Indian Market - I expect Indian market to perform better than other markets during the race of world markets towards the next dip.
There is high possiblilty that DOW would go below 10000 points or stabilize around that level. Hopefully, ECB takes some concrete actions instead of verbal support!
For people like me who have been long, buy some short ETFs to hedge! Some short etfs to consider
EUO - Short Euro
DXD - Short DOW
RWM - Short Russian index.
These are double x shorts. So adjust your hedging ratio accordingly.
Also consider FXP - Short Chinese market. - Is already up 7% for the day when I am writing this.
For people on the sidelines, good for you, pounce on the value stocks on the coming next big dip!
For people with hope that we will have a V shaped recovery, please jettison your hope. Greece just decimated it!
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Wednesday, May 5, 2010
What can you get from VCs other than capital?!
I found this article by Brad Feld address a very important point "What expect other than funds from a VC?".
Here is an excerpt.
" At the end of the first board meeting, spend some time talking about your expectations for your board members (including your VCs), ask if they are reasonable, and then go around the table and ask each board member what they’d like to specifically help with between now and the next board meeting. Explain that you want to develop a cycle of accountability for each board member to the company and use this to (a) develop deep engagement from each board member between meetings, (b) benefit from the experience and wisdom of each board member on a continual basis, and (c) set a strong tone for the leadership team (and the company) that everyone has functional responsibilities that they are held accountable to. Acknowledge that it will take a few board meetings to get into a good rhythm with this, but be clear that you’ll spend a little time at the next board meeting going through individual assignments, what was done, and what the new assignments are until the next board meeting.
The assignments should be specific – if they are general (such as “help with strategy” or “help with the financing”) they will be useless. Make sure the assignments play to the individual board members strengths and interests. They should provide leverage for the leadership team; not create make work. They should be impactful, but not mission critical."
The actual article can be found at Business Insider.
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Here is an excerpt.
" At the end of the first board meeting, spend some time talking about your expectations for your board members (including your VCs), ask if they are reasonable, and then go around the table and ask each board member what they’d like to specifically help with between now and the next board meeting. Explain that you want to develop a cycle of accountability for each board member to the company and use this to (a) develop deep engagement from each board member between meetings, (b) benefit from the experience and wisdom of each board member on a continual basis, and (c) set a strong tone for the leadership team (and the company) that everyone has functional responsibilities that they are held accountable to. Acknowledge that it will take a few board meetings to get into a good rhythm with this, but be clear that you’ll spend a little time at the next board meeting going through individual assignments, what was done, and what the new assignments are until the next board meeting.
The assignments should be specific – if they are general (such as “help with strategy” or “help with the financing”) they will be useless. Make sure the assignments play to the individual board members strengths and interests. They should provide leverage for the leadership team; not create make work. They should be impactful, but not mission critical."
The actual article can be found at Business Insider.
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