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Ho Nam
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Comparing the box.com IPO to the 40 top SaaS IPOs of the last decade http://www.altosventures.com/2014/04/analyzing-saas-ipo/
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Excellent article. Loved the football point spread analogy and this quote: "We need to turn executives from the useless, vapid task of managing expectations to the psychologically and economically rewarding business of creating value."
http://www.forbes.com/sites/stevedenning/2011/11/28/maximizing-shareholder-value-the-dumbest-idea-in-the-world/
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Love this quote (paraphrased) from a customer of one of our portfolio companies doing big data analytics: "Without Kontagent we'd be flying blind. It's the first bill we pay after rent" http://altos.vc/pGT63m
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There's a lot of buzz around the gang of four shaping the digital future - Apple, Google, Amazon and Facebook. To me, it seems Apple stands alone in battling the titans of two completely different eras. At first, Apple took on IBM and Microsoft/Intel. Now, going against Google, Amazon and Facebook. An amazing history of innovation over 36 years. Unprecedented?
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During a time when people are selling stocks in near panic mode due to economic and political concerns, this Warren Buffett quote should serve as a reminder of what is important in assessing stocks:

“We will continue to ignore political and economic forecasts which are an expensive distraction for many investors and businessmen. Thirty years ago, no one could have foreseen the huge expansion of the Vietnam War, wage and price controls, two oil shocks, the resignation of a president, the dissolution of the Soviet Union, a one-day drop in the Dow of 508 points, or treasury bill yields fluctuating between 2.8% and 17.4%. But surprise - none of these blockbuster events made even the slightest dent in Ben Graham’s investment principles. Nor did they render unsound the negotiated purchases of fine businesses at sensible prices. Imagine the cost to us, if we had let a fear of unknowns cause us to defer or alter the deployment of capital. Indeed, we have usually made our best purchases when apprehensions about some macro event were at a peak. Fear is the foe of the faddist, but the friend of the fundamentalist.”

— Warren Buffett, Berkshire Hathaway 1994 Annuel Report
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Apple's sitting on so much cash that it seems they will get even stronger as the market sinks. They will continue to lock up suppliers and guarantee lowest prices of critical components through pre-payments. Hard to compete against the new Apple which not only has better products but great prices.

http://daringfireball.net/linked/2011/08/09/apple-pricing
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Replacing a CEO, especially the founder, is never easy. Boards don't like doing it but sometimes there is no choice. This post talks about when it's more likely to happen. http://altos.vc/oatczM
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As congress works all weekend to resolve the debt ceiling issue, I have faith it will happen before markets come crashing down next week. Remember what Winston Churchill once said about America: "America will always do the right thing, but only after exhausting all other options."
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Linking to my blog post from last April about the iPad. Absolutely incredible that it has gone from zero to $6B last quarter. $24B/year is more revenues than 78% of Fortune 500 companies. Just stunning. http://www.blog.altosventures.com/vc/2010/04/who_is_right_about_the_ipad.html
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