Pando

Kevin Kelleher

  1. Facebook is closer to being another Yahoo than another Amazon

    Something big is happening in social media, and investors in social-media companies can't make up their minds what it is.

    By Kevin Kelleher , written on

    From the Disruption desk

  2. Sonos' IPO: A first day pop, but can it fight off Apple, Amazon et al and win for the long term?

    Sonos' strength lies in the managers guiding it -- but don't discount the possibility it could become the next TiVo.

    By Kevin Kelleher , written on

    From the IPOs desk

  3. Xiaomi's IPO takes a humbling blow, and that's not good for Chinese IPOs

    What happens to Xiaomi's stock performance in coming weeks could end up influencing the reception that Didi, Ant and others get should they push forward with their own IPOs.

    By Kevin Kelleher , written on

    From the IPOs desk

  4. Netflix broke the old TV model, and now all hell is breaking loose

    "The greatest rearranging of the media industry chessboard in history."

    By Kevin Kelleher , written on

    From the Disruption desk

  5. Four years after its IPO, Alibaba may be finally approaching its potential

    Of all the tech companies to go public in the past five years, none has had as much potential as Alibaba.

    By Kevin Kelleher , written on

    From the Disruption desk

  6. A bunch of cloud companies you've never heard of are reviving the tech IPO market

    You may or may not have heard of Zuora, but it's emerging as the poster child for the 2018 tech IPO market.

    By Kevin Kelleher , written on

    From the IPOs desk

  7. Tesla shareholders are waging a culture war of their own

    If the stock market has a correlate of the culture wars that have divided political discourse into two irreconcilable camps, it's Tesla.

    By Kevin Kelleher , written on

    From the Earnings desk

  8. By Kevin Kelleher , written on

    From the Disruption desk

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