Disqus - Latest Comments for MattCope

Re: Windows Phone 7 First Impressions

MattCope — Sat, 05 Feb 2011 11:53:46 -0000

I'm surprised we haven't seen a MSFT brand rep comment yet...

Re: Windows Phone 7

MattCope — Fri, 28 Jan 2011 09:28:07 -0000

I've always wondered - in your line of work, are all these gadgets you get to buy for research tax deductible in any way?

I'm only half kidding.

Re: If You Could Short Facebook, Would You? The Reformed Broker

MattCope — Sun, 09 Jan 2011 11:35:50 -0000

I would short $FBOOK, not because of the company's fundamentals, but because of fundamentals in the market for their shares.

Currently, it's only possible to express one opinion of $FBOOK: bullish. The only selling pressure exerted on the stock comes from the company issuing shares (and insiders cashing out their shares).

Until there's a mechanism for third parties to express, and participate in, the bearish case for $FBOOK, there's nothing keeping its valuation at a sober equilibrium.

Re: Twelve Days In The Middle East

MattCope — Fri, 31 Dec 2010 08:56:22 -0000

Nice.

I've been hankering for a Daya'a shawarma for 5 years.

Re: From Russia With Profits?

MattCope — Fri, 17 Dec 2010 11:30:56 -0000

Sorry... $FML as in F My Life... As in former CEO Bob Dudley having to leave the country after his family received death threats because TNK-BP didn't pay their "tax" bills...

I should have written the above in Sarcastica font...

Re: From Russia With Profits?

MattCope — Thu, 16 Dec 2010 23:24:38 -0000

I hear TNK-BP enjoys all the benefits that Russian rule of law has to offer... I think the ticker is $FML

Re: Apocalypse and Bubbles

MattCope — Sun, 05 Sep 2010 10:59:45 -0000

This is a great piece - thanks for the analysis, Fred.

Peter makes it clear how apocalyptic conditions could create opportunities for asset bubbles. My fear is that more bubbles (and more potentials for crashes) could create opportunities for apocalypse.

That's a scary echo chamber to imagine.

Re: The Fabulous 5 – Netflix, Chipiotles, Baidu, MercadoLibre and LuLuLemon

MattCope — Tue, 15 Jun 2010 20:39:00 -0000

Awesome - i've been waiting for some new posts here.

Good post. Keep em coming, stock or otherwise.

Re: How We Measure Success

MattCope — Sun, 13 Jun 2010 10:58:58 -0000

If I were Fred, and Stack became a non-profit (and all the other cool portfolio companies became NP, too) I would be extremely unhappy. Even if they made many many other lives easier/better.

LP's would pull their funds (and maybe sue), I would lose my awesome VC job, many cool companies wouldn't get funded, and my family would likely have to downgrade their lifestyle.

What I think this post is saying is "We want our companies to build communities because they lead to profits." I would add "And we make profits because they lead to even better things for ourselves and those around us."

Re: Platforms As Governments

MattCope — Sat, 12 Jun 2010 09:45:15 -0000

If only real governments showed such restraint in spending as Craigslist...

Re: Review: AT&T 3G MicroCell

MattCope — Sat, 15 May 2010 10:07:52 -0000

Looks like it's time for email bankruptcy, too... : )

Re: Markets Gapping Up Big Investing With Options

MattCope — Mon, 10 May 2010 08:29:01 -0000

The 2000's were all about lolcats.

I think the 2010's might just be the voldogs decade.

Count it!

Re: Multi-Function Printer Follow-up

MattCope — Sun, 09 May 2010 09:07:29 -0000

I'm beginning to be a little put off at companies that make a bunch of models. (I read the other day that Motorola makes 86 different cell phones.)

This was my problem when I tried to buy my multi-function printer. "What's the difference between the HP OfficeJet 5102-dsp and the 5210-spd?"

Re: Caveat Emptor

MattCope — Sun, 18 Apr 2010 20:03:33 -0000

lol

(Historical props to the commenter, however, if his alias is an allusion to the Pecora Commission.)

Re: Nexus One – Week One StockTwits Tech Blog

MattCope — Thu, 15 Apr 2010 11:24:41 -0000

Good info - I'm trying to decide between the iPhone and N1 right now.

It looks like the new iPhone OS will support multitasking, which is starting to tip the scales. Would that change anything for you?

Re: Stocktwits Platform Gets More Complete…Stocktwits Blackberry Application and Widgets are Live

MattCope — Tue, 13 Apr 2010 13:30:59 -0000

Is the API public?
Would love to learn more.

Re: Do Network Effects Span Geographies?

MattCope — Sat, 03 Apr 2010 20:22:33 -0000

Interesting - I wonder if they didn't get it...or if they got it but decided they weren't in the meal business.

Re: The People Market

MattCope — Fri, 02 Apr 2010 18:17:29 -0000

I looked into this when I was a sophomore and didn't have two nickels to rub together. I called it "student equity financing" - somewhat less sexy than human equity.

There was a paper published by Cato a while back - www.cato.org/pubs/pas/pa462... - that mentions a company called My Rich Uncle, which originated some of these (Cato calls em Human Capital Contracts). I think their vehicle was a company called Iempower - http://nyti.ms/8YgUcO - about which I could find scant information...

Give em a call - Raza Khan and Vishal Garg - see what they learned.

Re: Do Network Effects Span Geographies?

MattCope — Fri, 02 Apr 2010 11:57:31 -0000

This was my first thought - what about the local nuances that may be lost on foreign entrants?

But then my next thought was, how "locked up" is that information? If they're smart about it, foreign entrants can absolutely find the right consultants to fine-tune the offering to local tastes.

Am I off base, or can't one - to an extent - buy that info?

Re: An inspiring way to join a startup

MattCope — Thu, 01 Apr 2010 12:58:32 -0000

There are many unconventional ways to join a start-up.

My friend Yifei Zhang wanted a job at Hubspot, the inbound marketing company. So he started an inbound job application / blog at heyhubspot.com

He did get noticed by Hubspot - but his efforts also got him noticed by oneforty, the Twitter app store, who brought him on to their team.

My take-away: if you put the energy out there, it often comes back to you in unexpected (and often awesome) ways.

Re: Saluting The 'Misses'

MattCope — Sun, 28 Mar 2010 22:37:08 -0000

Oh man have I got the deal for you to pass on!

: )

Re: Startups Get Hit By Shrapnel In The Banking Bill

MattCope — Fri, 26 Mar 2010 11:49:33 -0000

Thanks for the news - this is madness.

Just emailed my senator.

Re: Yochai Benkler on The Broadband Plan

MattCope — Sun, 21 Mar 2010 21:30:08 -0000

Those structural changes are unpredictable - you're right on the money.

My argument is that the private sector is more equipped to handle resulting the risks (and rewards) than the public sector.

If there is a positive return on investment to be had in developing the nation's broadband infrastructure, the private sector should capitalize, right? If there isn't a potential positive ROI, why should we dig a further fiscal hole?

Re: Yochai Benkler on The Broadband Plan

MattCope — Sun, 21 Mar 2010 21:25:30 -0000

I agree - communication is a necessary, not sufficient condition to developments.

However, does the argument that we should award need - not merit - really hold water?

Re: Yochai Benkler on The Broadband Plan

MattCope — Sun, 21 Mar 2010 17:43:22 -0000

Of course not, silly goose.
You're so silly.