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What makes a valuable company?

Great article on what creates a valuable company – while the article is rooted in a discussion around “revenue multiples”, the key characteristics it outlines seem generally true for valuable companies. Summary: 1. Sustainable competitive advantage 2. Network effects 3. Revenue visibility 4. Customer lock-in 5. Gross Margins 6. Marginal profitability/ Profit scalability 7. Customer […]

High-Octane Energy In Pune

On April 17, I was in Pune for a 1M/1M live event. Pune has become a hotbed of product entrepreneurship in India, and I was curious to see what kinds of ventures are cooking there. Well, Persistent Systems and IncuCapital hosted a highly interactive and engaging session. Here are the companies that pitched at the […]

McKinsey report – Impact of Internet

McKinsey has come out with an interesting report on impact of internet on GDP of countries. As per this, Internet contributes to 3.4% of GDP in these countries, and 21% of GDP growth in mature countries. For India, the numbers are 3.2% and 5% respectively. Policy makers – get it right! Internet matters: The Net’s […]

Quigley Report – Predicting a Venture Capital Revival

An interesting report predicting that venture capital asset class will make a strong revival over next 10 years. Key reasons: public markets are finally rewarding value like never before (interesting information on IPO valuations and multiples of some iconic tech companies), the demand-supply equation within venture asset class has swung to being favorable with only […]

Atish Babu Office Hours

Sorry for the short notice. Did not expect to have office hours this week, but had a few hours open tonight and decided to schedule it at the last moment. Let’s meet! Just posted new @Ohours for Sun, May 08 http://ohr.me/lDhZul

1M/1M Partners With Indian Angel Network

On April 16, I was in Mumbai doing a live 1M/1M event with TiE Mumbai and Indian Angel Network (IAN). While in Mumbai, I also finalized a deeper partnership with IAN, which I will discuss later in this post. I presented my usual 1M/1M perspective on bootstrapping. After the event, I received an e-mail from […]

1M/1M Announces Partnership With TiE Chennai

On Saturday, April 9, 2011, I arrived in Chennai at 3:00 a.m. after a 24-hour journey from California. At 11:00 a.m., a group of entrepreneurs from TiE Chennai gathered at the Indian Institute of Technology-Madras (IIT-M) Research Park campus, and we spent the next four hours discussing strategy and tactics of early-stage entrepreneurship. TiE Chennai […]