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His letter, as abstracted above, sounds more like a VC pitch, than an investor report. I like his vision, but how do retail investors measure progress towards classic profit and cash-flow goals. The aggressive mergers (makes perfect sense) increases the difficulty for retail investors to measure their progress - remember ClearWire?
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His letter, as abstracted above, sounds more like a VC pitch, than an investor report. I like his vision, but how do retail investors measure progress towards classic profit and cash-flow goals. The aggressive mergers (makes perfect sense) increases the difficulty for retail investors to measure their progress - remember ClearWire?
That is exactly why we think Groupon may have gone public too early. If it would have waited until its business stabilized like Facebook did, it would have been embroiled in a lot fewer controversies. But then, it was running out of cash and needed a cash infusion immediately. When we launched the Groupon model, we were projecting a huge downside to its post-IPO pop price, but now it seems that the stock has been a bit oversold.