Gustavo Ballvé on May 23rd, 2011
Corporate Strategy, Food for thought, Home, Industries, Investment Themes, Media, Portfolio Management, Signal or Noise, Tech

We wrote last Thursday about LinkedIn’s IPO, which closed the first day of trading up almost 110% with some “interesting” valuation metrics. While there’s talk of other Web 2.0/ Socialmedia companies IPOing, Vanity Fair had a recent profile on Zynga – a “Web 3.0” company, certainly a buzzword we’ll hear a lot in the next few months. We wrote about Zynga before, the first time in December 2009, and we remain interested in the business models arising from social media (if not in the valuations surrounding the sector). In August 2010 we came back to the subject of Zynga, and in January 2011 we commented on Facebook’s then-impressive US$ 50bi valuation. After LinkedIn’s IPO, the “whispered number” has been at least doubled, and tripled depending on the source.

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