Pando

Kevin Kelleher

  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. Facebook solves problems, in its bloodless way, as no one else has

    Do you hate Facebook? Do you love Facebook? Is it both from day to day, moment to moment? Or do you merely put up with Facebook?

    By Kevin Kelleher , written on

    From the News desk

  7. Help wanted: Twitter CEO. Requirements: Denial, fatalism.

    Marlon Brando once complained that working on the set of a troubled film was like trying to do a crossword puzzle while falling down an elevator shaft. That description came to mind today because it fits perfectly a job in Silicon Valley that recently opened up: CEO of Twitter.

    By Kevin Kelleher , written on

    From the News desk

  8. Maybe Box's business model isn't so crazy after all

    For Box, the enterprise-storage company that went public in January, the second time may prove to be the charm. After its first earnings report saw the stock tumble 13 percent three months ago, the company's earnings unveiled Wednesday afternoon prompted a 10-percent rally in the stock in after-hours trading. And that's on top of a 5-percent gain Wednesday before the earnings.

    By Kevin Kelleher , written on

    From the News desk

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