Category Archives: Business Strategy

Kik Kicks It Up a Notch, Raising Almost $20 Million For Its Messaging App

Posted on April 23, 2013 by db

I guess it is VC week, as we report on more private company financing. This time it is the mobile messaging space. Mobile is where things are heading, as we have discussed in depth here and in our PRO Reports. … Continue reading →

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No IPO No Problem As Later Stage Companies Attract Private Funding

Posted on April 22, 2013 by db

Eventbrite raises $60 million and puts off IPO for a while. Despite hiring a seasoned public company CFO, Eventbrite will probably not go public before the end of 2013.  Getting a $60 million infusion from the likes of T. Rowe … Continue reading →

Posted in Business Strategy, IPO, Private Equity, Private Placement, Public Offering, Venture Capital | Tagged , , , , , , , , , | Leave a comment

Proxy Battle for The Timken Company In Full Effect. Timken Sends Letter to Shareholders Criticizing Proposal from Relational Investors and CalSTRS

Posted on April 16, 2013 by db

Timken warns shareholders not to be fooled by misleading dissident campaign. We have been following the Timken/Relational-CalSTRS saga for a while now. It is now in full proxy fight mode.  The latest is Timken’s launch against the dissidents with a … Continue reading →

Posted in Activist Investor, Business Strategy, Hedge Funds, Opps, Relational Investors, Spinoff | Tagged , , , , , , , , , , , , | Leave a comment

Let’s Play ‘Spot the Questionable, Small-Time Financial Structure’

Posted on April 15, 2013 by db

Can you guess? I bet you can. Lets see . . . Colorado corporation organized for a completely different business?  Check. Ridiculous capital structure with enormous number of outstanding shares?  Check. Grandiose name?  Check. Lack of assets and revenues?  Check. … Continue reading →

Posted in Business Strategy, Late Filing, M&A, Reverse Merger | Tagged , , , , , , , , , , | Leave a comment

Stillwater Runs Shallow As Clinton Group Continues Proxy Fight For Stillwater Mining Company

Posted on April 10, 2013 by db

Activist Investor cites poor strategy and performance in bid to replace board. Clinton Group, Inc., a stockholder of Stillwater Mining Company (NYSE: SWC), launched a proxy fight to replace the new board of directors for Stillwater. Clinton claims that “on … Continue reading →

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Just When You Think New York And The US Have Done All They Can Do To Force Capital to Flee Overseas . . .

Posted on February 28, 2013 by db

EU banker pay caps and “transparency” rules to prove a boon to EU financial market competitors. The EU has capped banker bonuses and will require a “strict transparency regime.”  This proves that you don’t have you win if the other … Continue reading →

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Psychic Friends Network Revives As A Public Company After 1998 Bankruptcy

Posted on February 14, 2013 by db

Cue cheap joke about how they should’ve known about the legislative and regulatory changes that led to their bankrupcy . . . Looking at today’s filings, we were struck by a strange sense of déjà vu, like a presence from … Continue reading →

Posted in Bankruptcy, Business Strategy, M&A, Reverse Merger | Tagged , , , , , , , , , , , , , | Leave a comment

New PRO Report on Facebook and What Its Annual Report Reveals About Its Mobile Strategy

Posted on February 3, 2013 by db

New post at the PRO Reports discussing Facebook’s (FB) mobile strategy and struggles to adjust to a mobile computing world. Join our PRO section today!

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Facebook, Developers to Add More Action, Console-Style Games to Social Network

Posted on February 1, 2013 by db

Third party developers aiming for more hardcore gamers, Facebook aiming for cut of the proceeds. Farmville to add homicidal cows? In an effort for Facebook (FB) to get the kind of gamers who stay online and look at ads a … Continue reading →

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New PRO Report Post on Emulex Updates

Posted on February 1, 2013 by db

New post at the PRO Reports updating the discussion of Emulex Corp. (ELX) and the Opps Tracker. Hint:  It involves this:

Posted in Activist Investor, Business Strategy, Elliott Associates, Hedge Funds | Tagged , , , , , , , , , , , , , , , | Leave a comment