3 Reasons Why the Box IPO Will Flop

Jul 8, 2014, 2:17 pm EDT
3 Reasons Why the Box IPO Will Flop

Box, the cloud-based storage operator, was planning on launching its IPO in the spring. The company recently raised $150 million from TPG and Coatue Management. But now it looks like a deal will not happen until the fall. And even this new timeline may be a long-shot for a Box IPO.

This week the company also released its first amended S-1, which included the results for the first quarter. And there were some notable positives in the filing. For Q1, revenues shot up by 94% to $45.3 million and the number of paying customers hit almost 40,000, up from 34,000 at the beginning of the year.

Despite this, the Box IPO will likely face lots of skepticism from Wall Street investors. What’s holding it back? Well,  let’s take a look: Read 

An Inside Look at Google Ventures

Jul 8, 2014, 8:15 am EDT
An Inside Look at Google Ventures

Here’s a look at some cool companies that Google Ventures has invested in.

As should be no surprise, Google Ventures takes an unconventional approach to the venture capitalism game. While a typical firm may focus on one industry or a certain part of a company’s lifecycle, GV has a much more expansive vision. It invests at all levels and a myriad of industries. Oh, and the portfolio covers more than 200 companies.

Google Ventures is not just about writing checks, either. It is more like a company factory. Read 

One Big Reason to Avoid GoPro Stock

Jul 8, 2014, 7:00 am EDT
One Big Reason to Avoid GoPro Stock Source: GoPro

Since coming public on June 25, shares of GoPro (GPRO) stock have been about as good as you could want. GoPro stock priced at $24 and quickly hit a high of nearly $50.

Even with a recent dropoff, GPRO still is trading for a robust $42.

So … why does it feel like a wipeout is just around the bend? Read 

Is KING Stock Back in the Game?

Jul 2, 2014, 11:53 am EDT
Is KING Stock Back in the Game?

King Digital Entertainment (KING), the developer of Candy Crush Saga and other popular mobile games, has had a tough time since its IPO in late March. The offer price was $22.50, which was at the midpoint of the range of $21 to $24, and quickly fell to $15.21. But over the past week, King stock has had a nice run, trading up around $21.

Might this the start of a bull trend? Or should investors still be cautious?

Keep in mind that a key to the move in King stock has been positive notes from various Wall Street analysts. Just look at JP Morgan’s (JPM) Dough Anmuth. According to his analysis, King stock could get a nice boost from the continued strength in free cash flow generation, which he thinks will exceed $800 million this year. He even thinks the company may return some of this cash to shareholders either via dividend or share buybacks. Anmuth has a price target on King stock of $30 by the end of the year. Read 

Twitter Revs Up Its Mobile Dealmaking

Jul 1, 2014, 11:13 am EDT
Twitter Revs Up Its Mobile Dealmaking

This week, Twitter (TWTR) agreed to purchase TapCommerce, a top player in the mobile ad space. While no price tag was disclosed, the buzz is that the deal came to about $100 million. The acquisition also comes on the heels of a big run for Twitter stock, which is up about 25% since late May.

First, let’s get some background on TapCommerce: Founded in 2012, the company saw lots of potential with mobile ad retargeting. Granted, this type of technology has been around for quite some time, but it has traditionally been focused on the desktop.

Example: Suppose you visit an ecommerce site and check out some products but do not make any purchases. Then you visit other sites and see ads pop up for that same ecommerce site. These generally have a higher conversion rate because you have already indicated some level of interest in the products. Read 

Alibaba IPO Date Influenced by Chinese Mysticism

Jul 1, 2014, 7:59 am EDT

The Alibaba IPO Date will occur during 2014, the Chinese Zodiac Year of the Horse : Source: ©iStock.com/sayu_k

China’s behemoth e-commerce firm Alibaba is almost certainly going to be the biggest IPO ever.
At a top-end valuation estimate near $250 billion, This fire-breathing dragon of an IPO will, in my opinion, be a watershed moment for the global economy and the emerging dominance of China as the new fount of capitalist wealth creation.

Although Wall Street and typically vacations in August, Chinese superstition over a lucky number may influence any decision about the Alibaba IPO date, at least you never know with Jack Ma in charge. Read 

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