際際滷shows by User: kitevc / http://www.slideshare.net/images/logo.gif 際際滷shows by User: kitevc / Wed, 05 Oct 2016 17:50:25 GMT 際際滷Share feed for 際際滷shows by User: kitevc IPOs from the "Tech Bubble" ('99 - '00) /slideshow/ipos-from-the-tech-bubble-99-00/66776274 20160914iposfromthebubble-161005175025
IPO covers (prospectuses and Red Herrings) I collected during the ramp up, into and through the peak of the 1999 - 2000 Tech Bubble. I have a firm belief that Tech Bubbles have a "3 generation fund manager cycle' - roughly 17 years like the 17 year cicada. After a crash, the market goes to value investing for one generation. Then it goes to growth (P/E to growth = PEG ratios). Then it starts to go toward 'new new things' and Price / Sales until it 'uncouples'. Then the system resets again. Peaks in 1983, 2000, and one upcoming in 2017. ]]>
IPO covers (prospectuses and Red Herrings) I collected during the ramp up, into and through the peak of the 1999 - 2000 Tech Bubble. I have a firm belief that Tech Bubbles have a "3 generation fund manager cycle' - roughly 17 years like the 17 year cicada. After a crash, the market goes to value investing for one generation. Then it goes to growth (P/E to growth = PEG ratios). Then it starts to go toward 'new new things' and Price / Sales until it 'uncouples'. Then the system resets again. Peaks in 1983, 2000, and one upcoming in 2017. ]]> Wed, 05 Oct 2016 17:50:25 GMT /slideshow/ipos-from-the-tech-bubble-99-00/66776274 kitevc@slideshare.net(kitevc) IPOs from the "Tech Bubble" ('99 - '00) kitevc IPO covers (prospectuses and Red Herrings) I collected during the ramp up, into and through the peak of the 1999 - 2000 Tech Bubble. I have a firm belief that Tech Bubbles have a "3 generation fund manager cycle' - roughly 17 years like the 17 year cicada. After a crash, the market goes to value investing for one generation. Then it goes to growth (P/E to growth = PEG ratios). Then it starts to go toward 'new new things' and Price / Sales until it 'uncouples'. Then the system resets again. Peaks in 1983, 2000, and one upcoming in 2017. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/20160914iposfromthebubble-161005175025-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> IPO covers (prospectuses and Red Herrings) I collected during the ramp up, into and through the peak of the 1999 - 2000 Tech Bubble. I have a firm belief that Tech Bubbles have a &quot;3 generation fund manager cycle&#39; - roughly 17 years like the 17 year cicada. After a crash, the market goes to value investing for one generation. Then it goes to growth (P/E to growth = PEG ratios). Then it starts to go toward &#39;new new things&#39; and Price / Sales until it &#39;uncouples&#39;. Then the system resets again. Peaks in 1983, 2000, and one upcoming in 2017.
IPOs from the "Tech Bubble" ('99 - '00) from Bill Tai
]]> 1544 2 https://cdn.slidesharecdn.com/ss_thumbnails/20160914iposfromthebubble-161005175025-thumbnail.jpg?width=120&height=120&fit=bounds document 000000 http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 https://cdn.slidesharecdn.com/profile-photo-kitevc-48x48.jpg?cb=1522896722 Bill Tai established the Silicon Valley office for CRV and is a Partner Emeritus backing Scribd and Wish.com on CRV's behalf. As an individual he is Founding Chairman of data science company Treasure Data, Inc.; a Board Director of the world's largest BitCoin Blockchain processor BitFury Inc, and real time messaging company Voxer. He is a lead seed investor in Canva, Color Genomics, Safety Culture, Shoes of Prey, Tango.me, Tweetdeck(Twitter), Vantage Robotics, and Zoom.us. Previously Bill served as Partner at IVP, and was Founding CEO of iAsiaWorks (IPO via Goldman Sachs, Morgan Stanley & Salomon Smith Barney). He was also Founding Chairman of IPinfusion (Tokyo:4813) and past Board Dire... www.about.me/BillTai