Archive for April 18th, 2007
Paul Kedrosky
18 April 2007Here’s a post to read that Valleywag picked up:
10. We’re all on the same side here.
9. A lower Series A valuation is good for you too.
8. We’re not funding XXXX companies anymore.
7. I liked it. Really. But we just don’t have the bandwidth right now.
6. We don’t do deals we can’t drive to.
5. Come back [...]
Takeovers to come part 2
18 April 2007The first post on this topic generated good traffic and feedback, so here are some more names to add to your “Takeover watch” list:
Belzberg Technologies (BLZ:TSX)
- $16MM in cash, 2006 earnings >$9MM (including tax recovery), about 12x trailing EBITDA; they are in a “strategic review” process, but the stock is off 30% or so as [...]
CDN New Media Awards
18 April 2007It is great to see that Wmode, a Fund III portfolio company, has been named as a finalist in the Canadian New Media Awards. The category is none other than “Company of the year”, one of three firms nominated. Awards are handed out on May 28th. Amazing concentration of firms in Central [...]