February 2012
27 posts
5 tags
VCs vs PE and other tales – Back of the Envelope...
I’ve been curious about the difference between venture capitalists (VCs) and private equity firms (PE). Granted, as Ed schools me, both are types of PE, but we don’t call the PE people “LBO’s” any more after that patchy spot a decade plus ago. Anyhow, among other things, Ed and I talk about how VCs investment profile and desires differ from PE folks. Click to listen below: …or download...
Feb 26th
2 tags
The Case for Amazon Prime
Kim and I had Amazon Prime in 2011 and we were trying to figure out if we should renew. I did a quick analysis. We’ve had it many years, and got it free the last two years. I think it’s worth paying for. (Source: http://bit.ly/zm3xGC)
Feb 26th
6 tags
CAGR
A end up calculating CAGR a lot in Excel. Exciting for me. Here’s the macro-template for idiots I’ve finally found success with: (last/first)^(1/(LastYear-FirstYear))-1 Have fun! (Source: http://bit.ly/xVhTmM)
Feb 23rd
1 tag
“Then they find out its human formed aliens that are really big headed monsters...”
– Bad Taste (1987) - IMDb
Feb 17th
Feb 14th
Austin commercial classic: Oh, you do know Betty... →
statesman.com Dori­tos, Pepsi and Chrysler have noth­ing on Austin crim­i­nal lawyer Betty Black­well. Grant­ed, their big-money Super Bowl com­mer­cials reach mil­lions of peo­ple and attract big-name celebri­ties like Clint East­wood and Elton John. But how… “Oh, you do know Betty Blackwell?”
Feb 12th
Feb 10th
“The blank group knows that it is looking at meaninglessness, and refuses to deal...”
– Coding Horror: Separating Programming Sheep from Non-Programming Goats
Feb 7th
Feb 6th
55 notes
3 tags
“Customers’ purchase decisions don’t necessarily conform to those of the...”
– http://sloanreview.mit.edu/the-magazine/2007-spring/48301/finding-the-right-job-for-your-product/?non_mobile=1
Feb 6th
2 notes
Feb 5th
Feb 5th
1 note
6 tags
“If the company was to sell off unprofitable divisions, and focus solely on...”
– http://www.theregister.co.uk/2012/02/05/sony_hirai/
Feb 5th
16 notes
Feb 4th
“Dying is huge, it catch­es up with us like a rolling boul­der chas­ing Indi­ana...”
– http://finalbullet.com/2012/02/03/last-regrets-of-the-week/
Feb 3rd
1 tag
Feb 3rd
2 tags
More about hard drives than you ever wanted to...
Hard drives consume a large part of this episode, but it’s a great discussion of how you look at the business of hard drives. We also talk to the integrated vs. modular approach as a frame for iOS vs. XBox. Click to listen below: …or download directly. And, don’t forget to subscribe to the podcast feed! Also, there’s a whole dedicated tumblr. (Source: http://bit.ly/zn2Cra)
Feb 3rd
1 tag
Anti-Patterns for Technical Leaders →
Feb 2nd
Feb 2nd
3 tags
“It is very hard for middle management to add value”
– Bryan Cantrill, How to brew better software: The Monki Gras in London
Feb 2nd
2 notes
3 tags
Feb 2nd
3 tags
“ As we emerge from the aftermath of the flooding, we are mindful of coming...”
– Western Digital Second Quarter Fiscal 2012 Conference Call
Feb 2nd
1 note
4 tags
Assistly Is Now Desk.com →
Feb 2nd
1 note
4 tags
BMC Software Enters Into Definitive Agreement to... →
Feb 2nd
2 notes
4 tags
Feb 1st
12 notes
5 tags
“After years of being the also-ran to Microsoft Corp. in the workplace, Apple has...”
– http://mobile.businessweek.com/technology/apple-goes-corporate-02012012.html
Feb 1st
9 notes
Feb 1st