The Spillovers of eCommerce: a little bit of clarity

Introduction  The term eCommerce has been around for years, now. Definitions of it have been imprecise and, most of the time, people tend to associate it to companies like Amazon and Alibaba and not without a reason since their business is commerce through the internet. Virtual Commerce, however, is more complex than a simple association […]

The tech offering spree goes on: Dropbox goes public with a sensational IPO

Dropbox Inc. (NASDAQ:DBX) – market cap as of 13/04/2018: €11.8bn Introduction Founded in 2007, Dropbox is the leading pure-play cloud storage and collaboration platform. Its mission is to “unleash the world’s creative energy by designing a more enlightened way of working”. Dropbox is focused on reducing the amount of time people spend on tedious tasks […]

Nokia is “Connecting People” again with the Withings Acquisition

Nokia Corp.; market cap as of 29/04/16: €29.746bn Introduction On April 26, Finland-based Nokia announced plans to acquire France-headquartered healthcare wearables devices manufacturer Withings S.A. in a €170m cash deal. The transaction comes as Nokia seeks to make a consumer-focused comeback, prompted by slowing sales in its network equipment business. Also, the move displays a […]

HP looking to patch its holes with Aruba Networks

Hewlett-Packard Company; Market Cap (as of 27/02/2015): US$63.86bn Aruba Networks Inc.; Market Cap (as of 27/02/2015): US$2.72bn   Introduction Hewlett-Packard (HP) CEO Meg Whitman has announced on Tuesday that the company is in the position to make acquisitions with media reporting on Wednesday that the company is exploring the possibility to acquire Aruba Networks. Although […]

The Importance of Being Mobile – and what internet domains tell us about it

Internet domains are an important alternative asset class in the web industry: lots of companies and investors use them for speculative reasons (a good domain name could be sold for million) or in order to avoid domain “hijacking” from competitors (although the trademark legislation covers also domain names). The valuation of domains requires some introductive […]

Yahoo! Acquires Tumblr for $1.1 Billion

Yahoo! (Market Capitalization as of 25/05/13: $28.5bn) Tumblr (Market Capitalization: N/A)   On May 20th, Yahoo! continued its aggressive strategy since Marissa Mayer took over as CEO by announcing the takeover of New York-based blogging platform Tumblr for $1.1bn, all in cash. Tumblr was founded in 2007 and has more than 108mln blogs and nearly […]

Long term investment: continuation of Netflix uptrend

Vanquishing markets in April 2013, Netflix has been on a stream recently. After releasing their Q1 numbers on March 31st and got higher than expected revenues, investors and markets got suddenly excited about the stock. Moreover, we’ve seen that their new programming is amassing a lot of praise from critics. House of Cards, one of […]