Archives / January, 2006

More information = good

Here’s a great idea: David Jackson has started posting transcripts from company conference calls on his web site (he’s actually been this for a while, but now has pretty extensive coverage of tech company earnings calls). I try to listen to a handful of earnings calls each season, but invariably I get to fewer than…

Tops of 2005

My friend Daniel (sorry no link – he’s not a blogger) pointed me to the BlogPulse 2005 Year in Review.  I particularly enjoyed the Top Wikipedia References (especially #5 – nice to see that Wikipedia made its own list). Enjoy.

When should you sell your business?

Last week’s news that CA purchased Wily Technologies for $375m reminded me of a working theory that I’ve had for a while (which generally seems to be supported by market experience over time), which is that there are generally two time frames in a company’s life where it can extract the most value from being…

Stanford is for geeks!

A friend of mine (and Stanford alum) proudly sent me the following link to the Stanford Engineering Puzzle (apparently a regular feature on their web site).  Despite neither going to Stanford, nor frankly having had any shot of even getting into the school should I have thought to apply, I found the puzzle rather amusing….

Saying Goodbye

As much time as VCs spend with our portfolio companies, it’s important to remember that our jobs are actually to see them move on to greener pastures. Of course working closely with these companies – often over several years – one can’t help but get attached to some of them. So it’s often with mixed…

Some Venture Math

I’m in the middle of writing a few posts on the economics of venture investing (actually on venture “exiting”) and was therefore pretty interested in the VentureWire 2005 venture m&a stats that came out last week (there were a bunch of articles recapping the 2005 venture exits if you want to Google for them). Here’s…

The Song Tapper

I wrote a post last year about conveying information effectively in which I talked about how difficult it is for someone to guess a song that you are tapping out with a finger (but how easy is feels like it should be when you are the one doing the tapping).  Its a true phenomenon, although…

Colorado Rocks

I imagine you’ve noticed that I’ve been silent over the past few weeks – taking some time off from work and blogging over the holidays.Not to gloat (WARNING: I’m about to gloat), but Colorado is a great place to live. In the same two week period I was skiing in deep fresh powder (multiple times),…

Should you be a good employee?

When I worked at Morgan Stanley there was a running debate among the analysts about whether it was better to be a good analyst or a bad analyst. The theory went that if you were a great analyst you were rewarded with more work (but not much more pay, given how few analysts actually made…