Doerr Interview

John Doer and John Battelle interview from searchblog

Amazing interview. Definitely I like the breadth of interview covering all the points from past investments and the upcoming trend. I guess Doer is a stat guys. He always talks in numbers.

My best liked few points.

Battelle to Doerr what makes you invest in Google.

Technical expertize
Outstanding management team
Reasonable approach to financing the company
Sense of urgency because of tremendous growth
Nerdy - Single college drop outs white male with no social life

People always under estmaite the power of free

A VC: Kindling This Blog

My favorite VC Fred Wilson, has a very interesting post about Amazon Kindle. What to say, when content distributors are going to learn their lesson.

If you cant be a leader learn from leaders. Google doesn't have a single page in terms of content and still best revenue stream. Give a break and make the content available for free and if you are lucky you will make a buck or two for yourself and your poor share holders.

ps: Amazon is a great company which I have a lot of admiration and respect, who ever over seeing the kindle is just screwing it up.

New lesson. Who ever associate with the telecom companies its time for them to revamp their PR department.

Indias real estate riches

If you follow my articles, I am sure would have noticed most of its centered around Finance, real estate and infrastructure, venture capital and private equity.

I kind have this inner feeling that this is were we are heading to. There is a enormous amount of growth prospective in this area and I dont wonder the foray of US biggies to these sectors in to emerging markets, Especially India and China.

I can definitely bring a lot of value for any firm who is interested in India real estate through local expertize especially in south India Bangalore, Chennai and Ernakulam and leverage the valuation methodologies used in US through real estate consulting work. It makes definitely my life easier that I can speak all the four local languages at ease. So why not.. May be this India trip in December can bring some things which I am looking to do. As per say I don't have any special agenda but surely Market research and quick trip to Bangalore will be definitely in the charts.


India's real estate riches story

"Kushal Pal Singh is fourth on the 2007 India
Rich List with a net worth of 35 billion dollars, making him the
world's richest real estate developer," Forbes said.Singh's
wealth appreciated over 250 per cent after his company, DLF, went
public in June this year and the stock has surged 60 per cent since
then, it added.

Unitech's Ramesh
Chandra ranks 8th with a net worth of $11.6 billion, followed by
Wadhawan at the 26th spot with a wealth of $2.35 billion.

Raheja and Hiranandani, real estate developers from the financial capital of India - Mumbai, rank 30th and 31st with a net worth of $2.15 billion
and $2.1 billion respectively.

Although
there are 54 billionaires in India according to Forbes, 14 of them
could not make the cut for the 'India's 40 Richest' list which required
a minimum wealth of $1.6 billion.

Pradeep
Jain of Parsvnath Developers ranks 46th with $1.25 billion net worth,
while Rohtas Goel of Omaxe is positioned at 48th place with $1.2
billion. Parsvnath and Omaxe are based in India's capital New Delhi.

Of the seven real estate companies that have entered the Forbes' list, DLF, Omaxe and HDIL got listed in the stock exchanges this year, while Parsvnath entered the stock market last year.

What to say more..

K P Singh: World's richest realty developer

India's booming real estate sector has more than doubled the number of billionaires from this space in just 12 months, with DLF's Kushal Pal Singh emerging "the world's richest real estate developer."

Among 54 Indian billionaires identified by Forbes magazine, there are seven real estate developers with a net worth of over a billion dollar each

M&A firm acquires M&A firm

Oligopoly Watch

M&A firm acquires M&A firm

Japanese
company GCA, which specializes in advising other companies on mergers
and acquisitions, followed its own advice, we hope, in announcing its
acquisition of US company Savvian, also an M&A advisory firm. The deal is for $780 million.

Founded in 2004, GCA is #2 in its category in Japan, following financial services company Nomura. It has clients such as Nikko Cordial
(just sold to Citigroup) and Matsushita. Savvian specializes in
high-tech acquisitions, an area that is still hot in spite of the
recent slowdown in US M&A activity. Created in 2003, it has advised in 70 deals adding up to $12 billion.

The
announcement was part off a growing tendency for Japanese companies to
be involved in international acquisitions, something in which GCA may
be better equipped to advise them. Japanese M&A activity is growing, according to the Financial Times, up over 10 percent this year, reaching over $122 billion so far this year.

As a Wall Street Journal article ("Japan's GCA Joins Push to Look Abroad", 11/2/2007)
puts it:

Many Japanese
companies have grown increasingly worried that growth in their home
market will slow as the country's population shrinks. To push profit
higher, many are looking for ways to expand into markets overseas where
growth promises to be faster. To do that, many Japanese companies have
decided they need to acquire a local firm,

Stay health Physically

Physically

1. Simple food, quality, quantity.
2. Regularity in eating and sleep.
3. Masticate (means chew your food); leave table hungry.
4. We are a part of all we have eaten.
5. Exercise, five minutes, three times daily.
6. Air — most important.
7. Sunlight, artificial light.
8. Water inside and outside.
9. Loose clothing.
10. Early to sleep; get plenty.

How Low Can the Dollar Go? Thoughts from 12 Experts

How Low Can the Dollar Go? Thoughts from 12 Experts
November 1st, 2007

Recently the dollar has seen troubled times. After reaching parity with the Canadian dollar and the offloading of US Treasuries from Asian countries, things just aren’t looking good. Find out what financial experts have to say about the dollar’s future.
Paul Robinson, Barclays: “We expect it to get quite a bit weaker.”
The Telegraph reports, “Barclays expect the Fed to cut rates by another quarter point to 5pc in a move that further erode one of the dollar’s key props.” Paul Robinson, strategist for Barclays, explains, “We’re dollar bears. The dollar is coming up for an important few weeks. We expect it to get quite a bit weaker.” They believe that it’s possible the dollar could fall to $1.50 on the euro.
Thomas Stopler, Goldman Sachs: “The data suggests there will be a weaker dollar.”
Thomas Stopler, economist for Goldman Sachs, predicts a troublesome future for the dollar. Based on the negative capital-flows situation, he interprets data to mean that “there will be a weaker dollar.”

http://www.currencytrading.net/2007/how-low-can-the-dollar-go-thoughts-from-10-experts/