Give 'Superman' A Chance at Yahoo!

Marissa Mayer's only been on the job for 2 and a half months. Let's give her a chance to prove herself.

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Why Facebook, Zynga, and Groupon All Should Have IPO'ed Two Years Ago Instead of Waiting

Unlike the experts who believe Facebook, Zynga, and Groupon should have waited to IPO, I think the companies' rocky results as a public company show they should have gone public much sooner than they did.

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Why Sarah Lacy and Andrew Ross Sorkin Are Both Wrong about the JOBS Act and Groupon

Sarah Lacy recently attacked Andrew Ross Sorkin for being too "Wall Street-minded" in attacking the JOBS Act and Groupon. Here's why they're both wrong and why Lacy needs to be less "Silicon Valley-minded."

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Tech Bubble? No Way

NEW YORK (Real Money>) -- With Facebook's $100 billion initial public offering coming up later this year, many people are asking: Are we living in another tech bubble?

Although there have other companies with frothy IPO valuations such as Linked In (LNKD_)at $9 billion and Groupon(GRPN_) at $11 billion, I would say that those companies are the exceptions and not the rule.

We are definitely not yet in a tech bubble. Here's why:

Read the full post on TheStreet.com

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Facebook's $100 Billion Valuation Unrealistic?

For Facebook, which will carry a ticker symbol of FB, to receive a $100 billion valuation when it makes its IPO debut, investors will have to make a lot of assumptions about their future growth.


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All Social Media Companies are Addicted to Fudging their User Numbers

Facebook is deliberately puffing up its monthly active users by using a broad definition. It's par for the course in the social media world.

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What if Mary Meeker is Wrong and Mobile Ads Never Really Take Off?

We assume that Madison Avenue will eventually spend more on Internet and Mobile ads to match the time we spend online. What if they don't and they have their reasons?

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Zynga's Market Valuation Has Dropped $13 Billion This Week

Zynga's valuation has dropped 65% in 4 days.  It deserves to keep dropping.

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What If Facebook's IPO Dreams Are Built On As Much Hype As Groupon's?

Bankers hyped up Groupon to get the deal done fast. Beware Facebook's banker who do the same for their IPO. Test the key assumptions built into the business model.

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The Difference Between a Tech "Greenfield Gorilla" and a "Nichey Nancy"

Is Your Tech Company a Greenfield Gorilla or a Nichey Nancy?

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Jackson Says Groupon Share Offering Has `Too Much Risk'

My take on the Groupon IPO: Too much risk

See the video on Forbes here

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The Groupspawn IPO: What Hath It Wrought?

Groupon’s (GRPN) Andrew Mason is wacky.

Even though he killed at the All Things D conference this week, I just don’t get his sense of humor. And I generally don’t like investing in companies led by 30 year olds with no read work experience.

Read the full post on Forbes here.

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