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Bullish Bears and Bearish Bulls

Image by digital_monkey via Flickr This year has been an exercise in patience in many ways. The market fell to near catastrophic lows in March and many were questioning the very financial...

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Ariba and Beyond — Are Valuations in the Spend Management Sector Increasing?

I’m not one to follow stock prices. Because of this blog — not to mention my time commitments trying to build multiple businesses — I’ve pretty much placed my personal accounts at the mercy of of broad...

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It’s a Bootstrappa’s Paradise!

I had lunch with an old friend recently who does Angel investing.  As sometimes happens, I launched into our lunchtime discussion with a bit of controversy by suggesting that I wasn’t too sure what the...

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The Bubble Has Begun With the Most Expensive Stock In America

It’s official, the current Bubble has begun with LinkedIn’s IPO.  It was declared the most expensive stock in America even before doubling which means its now clearly way past Bubble territory....

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Bullish Bears and Bearish Bulls

Image by digital_monkey via Flickr This year has been an exercise in patience in many ways. The market fell to near catastrophic lows in March and many were questioning the very financial...

View Article


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SaaS Stocks: How Much Punishment is in Store?

The stock market feels like Nordstrom Rack these days: Salesforce at $56/share Tableau at $38/share ServiceNow at $47/share Zendesk at $15/share Workday at $49/share NetSuite at $54/share Redpoint’s...

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The Strong Shall Inherit the Nasdaq

I wrote this post on Feb 3, 2016 — and like clockwork two years later, its timely again. The Dow Jones and Nasdaq are tanking and people are out with stories of imminent end. The Future is Still...

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Bullish Bears and Bearish Bulls

Image by digital_monkey via Flickr This year has been an exercise in patience in many ways. The market fell to near catastrophic lows in March and many were questioning the very financial...

View Article

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