Oct 13, 2007

Apr 29, 2012 . Observations on doing business in the world of Web 2.0... Home · Archives · Other Blogs. Search. Investment Thesis Analysis: Invest in Awesome Technical Teams . as an example, since they are the most visible supporters of this thesis ( see . They also get amazing press coverage for whatever they do.

Oct 15, 2007

This includes things such as what kinds of stocks to buy, how long to hold certain kinds of shares, and how to make a valuation. A typical investment thesis will .

Oct 14, 2007

We evolve our investment thesis in an ongoing and open dialogue with the market. You can follow . Many would offer Flickr and del.icio.us as examples. . Not all IT enabled services businesses get the same value from their IT investment.

Oct 11, 2007

May 3, 2012 . The hedge fund's investment thesis on Barnes & Noble was posted on . a dying business as we shift from physical to digital online purchasing of physical. . for BKS and other competitors is still uncertain, but as an example, .

Mar 23, 2011

Aug 29, 2012 . For example, "stable" is not the adjective to be used to describe Europe's . to the fund, but there are signs of some dip buying in Hanoi. . but the cautionary tale that is the Vietnam investment thesis does not end there.

Oct 24, 2010

Oct 1, 2012 . The exercise of articulating an investment thesis, as simple as it sounds, is a . and Savored's ultimate sale last week to Groupon, is a great example. . in a high end restaurant to get a better understanding of the business!).

We always ask ourselves, “What is the investment thesis of this business? . As an example, we had an advanced manufacturing business that achieved excellent . In many startups, early adopters buy first, and then the early majority follows.

Jan 19, 2009

Aug 27, 2007 . By explicitly writing down an investing thesis - specific goals for each . until a solid thesis is in place for every security purchased, waiting weeks or . Buyout Targets - It is generally not wise to invest in a company just . Here is an example of how your thesis could look for fictional company XYZ Industries: .

Apr 29, 2008

For example, if I believed in the Euro was going to face severe pressure over a . Investing: How can I post an investment thesis and get recommendations on a . Not sure if there is a company that provides this service, a community online, .

Dec 30, 2006

Nov 15, 2004 . The investment thesis is no more or less than a definitive statement, based on a . survey as a "sound reason for buying a company") that stood the test of time. . A 2002 Accenture study, for example, found that 83 percent of .

Feb 29, 2004

Sterling Partners Investment Thesis Challenge (SPITC) . Business model investors with an “all seasons” strategy . Sample Business Model Characteristics .

Feb 29, 2004

Nov 2, 2009 . As the venture business has grown and matured, many firms have . Our firm, Union Square Ventures, for example only invests in web . An important factor in thesis driven investing is everyone in the firm needs to buy into .

Feb 25, 2004

buying businesses at a discount to our estimate of their intrinsic . Can you provide a company example that . meaningfully when our investment theses are .

Feb 19, 2004

Sep 20, 2010 . Don't expect to tell the whole story, just enough to get them curious and wanting to... . They look for ideas that align with their investment thesis. The secret to success in the VC business is to spend a little time with a lot of companies, and a LOT of . For example, "we are Twitter for the enterprise market".

Feb 19, 2004

An investment thesis helps investors establish goals for their investments, and measures . The beliefs that investors decide to use when determining what investments to purchase or sell, . Billionaires Who Don't Mix Business With The Bible .

Aug 9, 2011

Oct 8, 2012 . Turn is one such example of a team in ad tech that we backed – Turn . Has Norwest Venture Partners evolved its investment thesis in the past year? . teams with a disruptive business/technology approach to a large market.

Aug 9, 2011

Phelps Dodge just 18 months after buying the business, it . business model: They would purchase a . Another example is Bain Capital's investment thesis for .

Oct 25, 2010

Marc Andreessen on why retail is a focus of his investment thesis. At May 13, 2012 . Best Buy, for example, has two problems. First, people can get pretty . Golfballs.com turns out to be a pretty good business. Even Webvan is coming back!

Apr 27, 2010

Strong Leadership: a proactive and passionate advocate for the business . for “ best athlete” CFOs who can quickly get a feel for the business and understand the . The investment thesis also influences the necessary skill-set, as well as the . For example, private equity firms without internal expertise in capital markets and .

Mar 21, 2010

About Bain & Company's Private Equity business . Deal generation: We help PE funds develop the right investment thesis and enhance deal flow, . both in the companies that PE firms own today and the ones they buy tomorrow. . In the US , for example, public-to-private deals increased in popularity, accounting for just .

Oct 9, 2009

Jul 30, 2010 . Their investment thesis is suspect, their domain-specific skills are limited or . and it could take years to get to profitability for some businesses, but i'd like . Keep it simple asshole (your language), Example investment thesis .