Pando

Kevin Kelleher

  1. By Kevin Kelleher , written on

    From the IPOs desk

  2. The only thing more riveting than watching Netflix is watching its stock price

    "Up" for Netflix never involves anything resembling a straight line, but rather a line drawn by a hyperactive, sugar-fed child given a piece of chalk.

    By Kevin Kelleher , written on

    From the Economics desk

  3. The tech twilight zone, where Yahoo aimlessly spins

    There is a dimension of tech beyond that which is cherished by investors. It is the middle ground between failure and success, between innovation and stagnation, and it lies between the pit of man's fears and the summit of man's knowledge. It is an area which we call the twilight zone.

    By Kevin Kelleher , written on

    From the Yahoos desk

  4. Behold Square, the first Eunuchorn

    The judicious metaphor for the Square IPO turned out to be hidden inside its prospectus all along: the glass faucet.

    By Kevin Kelleher , written on

    From the IPOs desk

  5. Until recently, you had to be a failure to be in trouble. Now, it's enough for you to be weak

    To get a sense of what the tech landscape may look like if, as expected, the capital markets dry up next year, consider Angie's List.

    By Kevin Kelleher , written on

  6. Facebook and Google: Zero sum game over

    The two ad giants are not only cleaning up in the Internet advertising market, they are doing so at the expense of smaller companies.

    By Kevin Kelleher , written on

    From the War desk

  7. Fitbit delivers strong earnings, stock tumbles

    This must be what it feels like to score a personal best on a run only to have someone throw ice water over your head.

    By Kevin Kelleher , written on

    From the Lessons from the Trenches desk

  8. Paypal and eBay: A tale of two companies forced apart by Carl Icahn

    PayPal, along with every company in its market, still has a big opportunity ahead of it. That's the good news.

    By Kevin Kelleher , written on

    From the Earnings desk

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