May 9,2013
Fabrice Grinda
Musings of an Entrepreneur
Results for Business Musings
March 27,2013
Thoughts on building successful vertical marketplaces
As you know, I love operating and investing in marketplaces. It’s been interesting over the years to observe which vertical marketplaces take off sustainably and which fizzle, especially in light of the two dominant [...]
March 27,2013
Could it be that stock photography is the best business ever?
What is surprising about this business to me is how high the take rate is. Most marketplace business take between 1 and 20%: eBay: 12% Airbnb: 13% Stubhub: 25% Etsy: 3.5% Alibaba: Less than [...]
May 22,2012
Why we won’t invest in Pinterest clones
In the past few months, we’ve been approached by almost 10 companies who want to be the Pinterest for some foreign country. As you well know, we like investing in copies of established [...]
November 9,2011
The Irony of Netflix
The last few months have been difficult for Netflix. Ignoring the Qwikster disaster, the world seems to have realized that Netflix’ business model has fundamentally changed for the worse in the move to online video [...]
February 9,2011
Fantastic and brutally honest memo by Stephen Elop, CEO of Nokia
It has been clear to outsiders for a while that not all is well in the house of Nokia. The question was whether Nokia’s management would realize it before it was too late and what [...]
August 23,2010
Apple: Short Term Winner, Long Term Loser
There is no denying Apple has had an incredible run. Steve Jobs’ return and the Mac’s resurgence After a number of strategic and execution mistakes, the company almost went bankrupt in 1996. It was greatly [...]
August 13,2010
Great article on what happened to Yahoo
Paul Graham just wrote another fantastic article, this time covering what happened to Yahoo. Read it at: www.paulgraham.com/yahoo.html
July 12,2010
What Microsoft should do in search
We can start by asking why Microsoft should be in search. Microsoft has two extremely successful businesses with Windows and Office that generate $13.1 billion and $12.4 billion in operating income in 2008. Granted search [...]
May 29,2009
Twitter Skepticism
I am skeptical about all the hype around Twitter. I like Twitter and find that it’s an effective way of letting my followers know what I am up to, but it’s not much more than [...]
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© Copyright 2005-2013 by Fabrice Grinda - All Rights Reserved.
© Copyright 2005-2013 by Fabrice Grinda - All Rights Reserved.