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Why I think King’s share price will fall by half
The valuation of King has me terrified. If King tanks after its stock market debut this week (and I think it will), that will be bad news for the games industry for the next three years. Zynga’s...
- Posted 4 weeks ago
Trick or treat: The trouble with Mind Candy
I like Mind Candy very much, and I hope it will become the British Disney. I am, unfortunately, not convinced that it will. A confluence of issues are causing headaches for the company, and it needs to...
- Posted 5 months ago
Apple’s share price fall is all Apple’s fault
Today, PocketGamer reported that Apple’s market valuation had fallen 43% since 19 September, 2012, a drop that is bigger than the entire market capitalisation of rival Google. Meanwhile journalist Craig Grannell berated Apple analysts for having inflated...
- Posted 12 months ago
Would you buy Zynga if the shareholders PAID you to take it away?
“Zynga is currently trading at a discount to cash”, scream the pundits. “Zynga’s shareholders would like to pay you to it off their hands” say the headlines. Is it really true? Yesterday’s market value for Zynga was...
- Posted 1 year ago
The Reason why Facebook is overvalued
Is Facebook overvalued? That's a question bothering a lot of people as they try to work out whether to invest in the stock or not, whether social networking is a fad, and what the next disruptive technology...
- Posted 2 years ago
The quick rule of thumb for valuing a startup
valuing a start-up is more art than science. You can argue at length about the team, the product and the market. You can point to comparable companies in the space or if you have an MBA and...
- Posted 3 years ago
50 questions: What does a VC care about?
There is no such thing as an investor, because all are different. They have different risk profiles depending on the stage of their fund, the objectives of their limited partners, their personal preferences and their sense of...
- Posted 3 years ago