Pinboard (asterisk2a)
https://pinboard.in/u:asterisk2a/public/
recent bookmarks from asterisk2aForget the Verizon-AOL deal. The big wave in tech M&A is just getting started. | PandoDaily2015-05-13T15:31:34+00:00
http://pando.com/2015/05/13/forget-the-verizon-aol-deal-the-big-wave-in-tech-ma-is-just-getting-started/
asterisk2aM&A Stock buyback productive investment underinvestment GFC bubble asset allocation Wall Street shareholder value profit maximisation ZIRP NIRP QE 2015 speculative bubbles speculation equity Amazon Apple s&p500 recovery austerity Western World secular stagnation hunt for yield compensation zombie corporations banks dividends offshore Taper fiscal policy monetary economic history long-term view thinking short-term package golden parachute marginal cost economics of abundance Moore's Law capital expenditure corporate uncertainty Europe USA Career Politicians folly error PIGS infrastructure business digital economy knowledge job creation Industrial Revolution 2.0https://pinboard.in/u:asterisk2a/b:987185f7e83d/Andreessen: High burn rates risk more than just running out of cash | PandoDaily2014-09-28T21:29:50+00:00
http://pando.com/2014/09/25/andreessen-high-burn-rates-risk-more-than-just-running-out-of-cash/
asterisk2a> labour market - http://techcrunch.com/2014/09/26/what-1-million-wont-buy-you/]]>Bill Gurley Venture Capital hunt for yield ZIRP NIRP QE negative real interest rate equity bubble asset speculative bubbles Silicon Valley burn runway Start-Up advice Lean lesson Berlin Scene London Europe New York cost of living standard spaces environment Benchmark San Francisco Palo Alto distortion risk taking centralbanks trust trustagent confidence Wall Street Taper discounting discounted discount timing business cycle financial GFC unintended consequences unknown unkown unknowns cash flow model monetization monetisation Fred Wilson AVC bootstrapped bootstrapping growth round Expenditure Fab.com sustainability sustainable a16z Marc Andreessen Ben Horowitz SF war talent labour economics markethttps://pinboard.in/u:asterisk2a/b:a8ef06443c99/Winter Is (Probably) Coming (Soon) | TechCrunch2014-09-21T22:31:59+00:00
http://techcrunch.com/2014/09/18/winter-is-probably-coming-soon/
asterisk2aBill Gurley Venture Capital hunt for yield ZIRP NIRP QE negative real interest rate equity bubble asset speculative bubbles Silicon Valley burn runway Start-Up advice Lean lesson Berlin Scene London Europe New York cost of living standard spaces environment Benchmark San Francisco Palo Alto distortion risk taking centralbanks trust trustagent confidence Wall Street Taper discounting discounted discount timing business cycle financial GFC unintended consequences unknown unkown unknowns cash flow model monetization monetisation Fred Wilson AVC bootstrapped bootstrapping growth round Expenditure Fab.com sustainability sustainablehttps://pinboard.in/u:asterisk2a/b:535ea9cc5d0b/Burn Baby Burn – AVC2014-09-16T21:23:02+00:00
http://avc.com/2014/09/burn-baby-burn/
asterisk2aBill Gurley Venture Capital hunt for yield ZIRP NIRP QE negative real interest rate equity bubble asset speculative bubbles Silicon Valley burn runway Start-Up advice Lean lesson Berlin Scene London Europe New York cost of living standard spaces environment Benchmark San Francisco Palo Alto distortion risk taking centralbanks trust trustagent confidence Wall Street Taper discounting discounted discount timing business cycle financial GFC unintended consequences unknown unkown unknowns cash flow model monetization monetisation Fred Wilson AVC bootstrapped bootstrapping growth round Expenditure Fab.com sustainability sustainablehttps://pinboard.in/u:asterisk2a/b:cffd02033198/