Pando

Kevin Kelleher

  1. Jack Dorsey's blunt talk cost Twitter investors $5 billion. And he said nothing new

    Twitter's earnings call was going so well, until the new CEO opened his mouth.

    By Kevin Kelleher , written on

    From the Earnings desk

  2. As Amazon turns 20, investors grudgingly admit Bezos was right all along

    If Prime Day was about how brilliant Amazon's past has been, its earnings report offered a glimpse into how bright the company's future looks.

    By Kevin Kelleher , written on

    From the Books desk

  3. If Twitter's for sale (which, like it or not, it is), here's why Google should buy

    If anything seems certain about the future of Twitter, it's that an acquisition by a larger company is looking like the most probable endgame.

    By Kevin Kelleher , written on

    From the Money desk

  4. Netflix is one of the most successful companies in the tech sector, and the most absurdly valued

    Netflix shows us that even the most successful companies can be dangerously overvalued.

    By Kevin Kelleher , written on

    From the Earnings desk

  5. Happy Google investors may not be good for the company's long-term vision

    Google's 300-year plan is losing more and more ground to the three-month forecast.

    By Kevin Kelleher , written on

    From the Money desk

  6. Ahead of its IPO, PayPal is the king of online payments. So why does it still control less than 1% of its market?

    In 2002, eBay gobbled up PayPal. To show you how much the playing field has changed its since then, this Friday PayPal will be spitting out eBay.

    By Kevin Kelleher , written on

    From the Economics desk

  7. Airbnb wants you to know it's helping middle-class families (but not that it's hurting them)

    Airbnb's latest report is more notable for what it leaves out than for what it celebrates.

    By Kevin Kelleher , written on

    From the Sharing Economy desk

  8. Is Alibaba investing its way into a muddle?

    What exactly is Alibaba becoming? The company's unique business model, meteoric rise and dominance of China's e-commerce (not to mention its opaque structure) have always belied easy analogies like “the Amazon of China.” Amazon disrupted a traditional commercial infrastructure with its site. Alibaba built a commercial infrastructure where one had never really existed.

    By Kevin Kelleher , written on

    From the News desk

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