Blog » Archive for October, 2007

Concept Arbitrage: Fedex Kinko’s

Uncategorized | October 27th, 2007 | No Comments

Sahad reports that Sequoia has invested in a company called Printo that is building a chain of Kinko’s like stores for printing and copying services. “It currently has a chain of six stores across Bangalore, and plans to open 250 retail outlets over the next three years across the country.”
This is an interesting concept arbitrage, [...]

Concept Arbitrage: Lonely Planet & TripAdvisor

Uncategorized | October 27th, 2007 | 4 Comments

The Indian Internet Travel segment is booming. Cleartrip, Yatra, Travelguru, Makemytrip - all have received substantial funding from serious names in the VC world. Their focus is primarily on looking for flights and hotels and making reservations. That means, they are focused on Search and Commerce.
The Content & Community pieces of my Web 3.0 equation [...]

Web 3.0 & Comcast (Part 4)

Uncategorized | October 26th, 2007 | No Comments

Acquisition Targets
Comcast has made a few acquisitions in the Internet space. In April 2007 it acquired movie ticket site Fandango for $200 million. The Company is aggressively eyeing the Social Networking / Web 2.0 space. Perhaps it wants to make up for [...]

Can Paychex Become a SaaS Aggregator?

Uncategorized | October 26th, 2007 | 2 Comments

I had written about Paychex more than two years back when I started this blog in a post called Microsoft’s Two Should-Be Acquisition Candidates. Since then Paychex has grown steadily, and market cap has appreciated from $12.3 Billion to $15.62 Billion. I will look at it in more detail in this post.
Paychex (NASDAQ:PAYX) is a [...]

Speeding Up the Internet: Algorithms Guru and Akamai Founder Tom Leighton (Part 10)

Uncategorized | October 26th, 2007 | No Comments

SM: What kinds of problems have you identified as big open problems you are going to tackle in the labs?
TL: We are always working on making the service faster, scalable and more reliable. We have a team of folks that are looking for the 1 in 10,000 to the 1 in 100,000 “nasty thing” that [...]

Cracking the Very Small Business Market: PayCycle CEO Jim Heeger (Part 12)

Uncategorized | October 26th, 2007 | No Comments

SM: You may have to do some of that equity/liquidity swapping due to the structure of venture funds.
JH: One of our funding sources may have to close out their fund, and in that case we will go find someone to help do that. In fact we just recently had a conversation about this amongst the [...]

Concept Arbitrage: Hoovers, D&B, InfoUSA

Uncategorized | October 25th, 2007 | 3 Comments

Okay, so while we’re on the Concept Arbitrage topic, I would also like to suggest that entrepreneurs in India start thinking about the business of “Information”.
Imagine.
You have a product that needs to be sold to hundreds and thousands of businesses all over India, across various industries. It could be anything from computers, to anti-virus, [...]

Concept Arbitrage: PayCycle & Intuit

Uncategorized | October 25th, 2007 | 6 Comments

I wrote a widely read Concept Arbitrage series sometime back. Here are some additional thoughts on that topic. The focus of the series is on various venture ideas that have been successful in the US, and can be replicated in India.
Well, Software-As-A-Service (SaaS), applied to financial management disciplines like Payroll, Financial Accounting, Tax Preparation [...]