Author Archives: db

A Few Thoughts On the Etsy IPO

A few tidbits from our analysis of the Etsy IPO Etsy is going public very soon.  There are some interesting things about the company.  Such as: -Who knew selling arts and crafts could generate $122 million in a year?  Those … Continue reading

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Etsy IPO Puts Some Shares Aside For The Little Guy

Homey spin on IPO directed share program for Etsy. Usually, you need to be a big institutional investor or an individual with some clout to get your hands on some IPO shares. Or, you could get lucky in an E*Trade … Continue reading

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Zynga Falls, King Digital Rises, Investors Hardest Hit

 Zynga and King Digital, the two most prominent casual game companies make big stock moves in opposing direction last Friday, but both show the investment risk in this space. We have previously discussed the woes of Zynga. Among these posts was the … Continue reading

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Amazon Cloud Service Growing

Amazon’s cloud offering, known as Amazon Web Services, or AWS, is growing.  This is not just is absolute terms but in relation to the rest of Amazon’s business as well.  Amazon describes its AWS business as: “a broad set of … Continue reading

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Shake Shack Shimmies Up The Charts – Big IPO Debut

We previously mentioned Shake Shack’s IPO filing here. SHAK increased its offering range from $14-16 to $17-19 and ultimately priced at $21, raising $105 million (before expenses and underwriting discounts).  Demand was obviously high for these burger purveyors.  At this … Continue reading

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Shire Rings In The New Year With Deal To Buy NPS Pharmaceuticals For $5 Billion

Shire Brushes Its Shoulder Off and cuts deal for NPS.       In October, Shire’s (Nasdaq – SHPG) ill-fated $52 billion deal with AbbVie died due to hysteria over tax inversions. “The deal is the largest casualty yet of … Continue reading

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Dick’s Sporting Goods May Be A Private Equity Target

There has been some commentary that Dick’s Sporting Goods may be a good candidate for PE firms and is contemplating an LBO. According to the article, at a premium, Dick’s could be valued at just under $8 billion. Looking at … Continue reading

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Wet Seal In Default On Loans, Closes Stores and Fires Employees

Wet Seal gets (very little) breathing room from lenders, but trouble ahead. It has been tough for clothing retailers as dEliA*s and Deb Stores recently filed for bankruptcy. Is Wet Seal next? Today they announced that the Company was closing … Continue reading

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American Realty Capital Properties Responds to Corvex Management

Thanks for the attention. Underdisclosed favorite Corvex Management announced some intentions related to American Realty Capital Properties (NASDAQ: ARCP). To ARCP, the intentions were bad. [Corvex believes] that it is beneficial to add representatives of the shareholders to the Board, … Continue reading

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Some Light On The Xiaomi Valuation

The valuation on the recent financing for Xiaomi got a lot of attention. Here are some facts. Upstart Chinese smartphone maker Xiaomi made some waves recently as its $1.1 Billion funding valued it at over $46 billion. The Wall Street … Continue reading

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