Archive for 'Investment'

Berkshire Hathaway 2011 Shareholder Meeting: My Notes

May 2, 2011

“I’ve been fly so long I fell asleep on the f!@#$ng plane” —Lil Wayne, Right Above It “I’m not a businessman; I’m a business, man. Let me handle my business, damn!” —Jay-Z, Diamonds Are Forever Remix Background This past weekend I went to the Berkshire Hathaway 2011 Shareholder’s Meeting in Omaha, NE. A bunch of [...]

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Gators in VC: Scott Weiss Joins Andreessen-Horowitz

March 12, 2011

Andreessen-Horowitz has hired Scott Weiss as a general partner. This makes four University of Florida alumni (Gators) who’ve reached the top level of Silicon Valley venture firms: Bill Gurley, General Partner at Benchmark Capital (also holds MBA from UT-Austin) Venkat Mohan, General Partner at Norwest Venture Partners (also holds MBA from Harvard) Melissa Guzy, Managing [...]

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Why I (Mostly) Don’t Read News

February 23, 2011

I used to spend 1-2 hours a day reading tech news. I suspected this was unnecessary so I began to analyze its value. I found that most news is unimportant to me, and that news that is important to me will (1) show up in big publications and / or (2) come to me through [...]

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NASDAQ-100 Revenue per Employee

February 7, 2009

I was discussing Revenue per Employee with some colleagues this week and noticed a lack of published ratios on the web. So I wrote a simple script to screen scrape revenue per employee data for the NASDAQ-100 from Google Finance. Note: I usually prefer Yahoo Finance because it is much more thorough, but I chose [...]

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OpenTable: A Killer Platform You’ve Never Heard Of

January 31, 2009

So far, most news I’ve seen on OpenTable’s IPO fails to analyze the company, instead myopically focusing on the boldness of going public in this market. But this is a fair point. It’s very peculiar that a company needing only $40 million would file for IPO during a credit crunch. Further, OpenTable is backed by [...]

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