Sunday, October 14, 2018

In China, a Dot-Com Déjà-Vu

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If it seems similar to the dot com boom then it probably is. However remember this: Everyone overestimates what will happen in 2 years and u...
Tuesday, October 9, 2018

Alibaba and the Future of Business

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This is what happens when you don't have legacy systems.... Aivars Lode Alibaba hit the headlines with the world’s biggest IPO in Sep...

View from the Lake: Is the United States a “AAA” Credit?

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The slowly deteriorating credit standing of the US seems to prove the old judgment that Americans will always do the right thing after exhau...
Monday, October 8, 2018

The Pension Hole for U.S. Cities and States Is the Size of Germany’s Economy

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Whilst most people miss these headlines there are a lot of them around the world. Will the need for these funds liquidity force the next fin...
Friday, April 21, 2017

An Uncertain Future: New Entrants In The Food Delivery Space Decline As Existing Startups Struggle

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Food delivery failure reminds us of the Dot Com era..... Aivars Lode Munchery's recapitalization and plummeting valuation highlight c...
Wednesday, December 21, 2016

Avaya: How an $8 Billion Tech Buyout Went Wrong

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As we have previously discussed ...we will see a lot more of these.... Aivars Lode Telephony company bought by TPG and Silver Lake in ...
Wednesday, March 23, 2016

Refinancing woes short-circuit Aspect Software

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Golden Gate Capital's equity bites the dust....Aivars Lode Golden Gate Capital-backed Aspect Software Inc. has sought bankruptcy pro...
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