Sandeep Aggarwal
General
Yahoo! Results Encouraging; Improving User Engagement
Yahoo! reported a Beat & Raised bottom-line quarter. It also started disclosing user engagement metrics that exhibited for the ......
General
Ad:Tech San Francisco Conference, Key Takeaways
Yesterday we attended the 2011 Ad:Tech Conference in San Francisco. This is one of the Internet's leading industry conferences ......
General
TripAdvisor Spin-Off to Unleash Value for Investors
Yesterday, Expedia announced a plan, approved by its Board of Directors, to split the company into two publicly traded ......
General
GSI Commerce Deal Highly Positive for eBay
EBay announced yesterday that it is acquiring GSI Commerce, pending regulatory and shareholder approval, for about $2.4bn in cash. ......
General
Internet in India In A Hyper Growth Phase
Last week we participated in a heavily attended VCCircle E- Commerce Forum in New Delhi, India, where we had ......
General
Bullish On MakeMyTrip As Indian Travel Trends Look Positive
As highlighted in our initiation report, MakeMyTrip's expected 50%+ top line growth is fueled by a large and fast-growing ......
TMT
Potential Acquisition of Groupon Makes Lots of Sense: Caris & Co
Over the past couple of weeks, unconfirmed chatter by popular media has brought up the possibility of Google acquiring Groupon, a ......
TMT
There Are Many MakeMyTrip-Like Internet Biz Stories In India
India is the least penetrated Internet economy among the large nations but has finally hit the inflection point, in our ......