WhatsApp Facebook's Deal
Last weekend I have been reading lot of literature and news about the deal between Facebook and Whatsapp. Most of the people have challenged it on the Value and Pricing Perspectives. Have taken some extracted thoughts from prof Aswath Damodaran and they looks very interesting:
Following in the footsteps of my favorite baseball general manager, Billy Beane, its time to play some Moneyball, where we let the data drive our actions, rather than our intellects. Here is what I take out of these numbers:
If you are an investor, stop trying to explain price movements on social media companies, using traditional metrics – revenues, operating margins and risk. You will only drive yourself into frenzy. Continue reading "WhatsApp Facebook's Deal" →
Sandeep Yadav	Merchant Banking	Leave a comment February 24, 2014 3 Minutes
The Candy Crush: King milking out Candy
I do not know how people can be so insane about Candy crush that Candy Crush Saga, made its pitch to potential investors for its initial public offering couple of days back, revealing in a U.S. Securities and Exchange Commission filing just how good its business has been. By the way I don't like the Candy crush invite on Facebook.
Every month, millions of people download King's free apps, only to pay up for little digital trinkets that help them make progress in its games. People managing huge investment funds are probably just as hooked as the rest of us on those blinking jelly beans.
The way people changing taste social network and IT gaming companies en-cashing the opportunities, Facebook and Whats-app is a different story in line would put up with details soon. Continue reading "The Candy Crush: King milking out Candy" →
Twitter's IPO Priced at $26 a Share
So the most awaited IPO of this year Twitter Inc. priced its shares at $26 apiece for an initial public offering that will be the biggest U.S. technology IPO since Facebook Inc.'s debut last year. The short-messaging service priced shares a dollar higher the range it set earlier this week, giving the company a market capitalization of $14.4 billion.
Retail investors, including customers of some online brokerages and brokerages affiliated with the investment banks on the deal, were slated to receive less than 20% of the offering,. That total could change in the final pricing. Facebook placed a larger amount of its shares, 26%, through retail channels. TD Ameritrade Holding Corp. and Fidelity Investments both expected to receive Twitter shares from underwriters for some customers. Continue reading "Twitter's IPO Priced at $26 a Share" →
Sandeep Yadav	Merchant Banking	Leave a comment November 7, 2013 3 Minutes
The Twitter road to IPO
It all started with a little tool called Twitter and a 140-character rule. Here's a brief history of how the start-up became a $317 million business.
"We've confidentially submitted an S-1 to the SEC for a planned IPO. This Tweet does not constitute an offer of any securities for sale."
Twitter IPO all set (sandyyadav.com)
Sandeep Yadav	Merchant Banking	Leave a comment October 4, 2013 1 Minute
Twitter IPO all set
It's the first app I launch in the morning, and the first I install on a new phone, and my most-visited web site. Which is strange, because I don't much like most social media? I'm on Facebook only reluctantly; 90% of my posts there are automatic reposts from my tweet stream. I want to like Google+, but I keep failing. Twitter, though, is the hub of my online life.
Twitter's IPO filing is ready, and the company intends to make it public this week, it may seem as though Twitter got things started on Sept. 12, when the company tweeted it had "confidentially submitted an S-1 to the SEC for a planned IPO." But Twitter had actually made that submission about two months earlier, in July. The September announcement wasn't required by law, but a source says Twitter intended to get out ahead of any press leaks and avoid frenzy later on by simply making a public filing with no warning. Continue reading "Twitter IPO all set" →
Sandeep Yadav	Merchant Banking	1 Comment October 1, 2013 3 Minutes