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The IPO Sweet Spot

I noticed some very interesting research this weekend on the optimal IPO timing sweetspot done by Chris Lochhead and his group at Play Bigger via a tweet from Bill Gurley. Chris is a very talented marketing exec turned coach. IRead More…

Top Ten Books – 2015

Last December, I experimented with a list of my top 10 books of 2014. Many of you told me you found the list useful, so I’ve decided to share my top 10 reads of 2015 (actually top 12 books sinceRead More…

2016 Predictions

It’s hard to believe the holiday season is nearly upon us. While 2015 has been fast-paced, I expect 2016 to bring a new level of excitement. I’ve been thinking about what might transpire next year. Here are a few predictions.Read More…

Highlights from GGV Cyber-security Dinner with Marc Goodman

We held a fascinating cyber-security dinner earlier this week with Marc Goodman, the author of the best selling book, “Future Crimes: Everything is Connected, Everyone is Vulnerable & What We Can Do About It.” We had about 40 cyber-security foundersRead More…

The Mutual Fund Mark Down

For months now, a debate has raged on Twitter about the health of the late-stage, pre-IPO market for investing in startups. Many believe its overheated. Fueling this view, Fidelity, an active pre-IPO investor, recently marked down investments in several pre-IPO high-flyers.Read More…

Reflections From a Long Trip to China

I recently returned from a two-week trip to China, during which my partners at GGV and I held our 15th Anniversary celebratory event.  The festivities were kicked off by GGV Partners Jixun Foo and Jenny Lee, punctuated with heartfelt welcomeRead More…

The Pure Storage IPO In Context

Pure Storage has been one of the hottest Silicon Valley enterprise startups for the past several years, sporting a world class team and having raised capital from some of the top enterprise investors on the planet.  When the company filedRead More…

Entrepreneurial Lessons From Former US Open Champ Pete Sampras

As the sun sets on the last weekend of the US Open tennis tournament just outside Manhattan, it marks the bitter end of summer. As a kid growing up around New York and playing my fair share of tennis, theRead More…

Don’t Underestimate China’s Economy

The steady drumbeat of news of China’s macro-economic slowdown has continued, taking Chinese equity markets down seemingly with each headline.  Meanwhile, the US stock markets have been hit hard in sympathy, with investors clearly worried about the impact a slowdownRead More…

Decoding China’s Swoon & Its Impacts

China’s stock markets have been in free-fall for the past several weeks, reversing tremendous gains over the prior twelve months.  The Chinese version of the SEC (CSRC) has intervened, attempting to staunch the fall, but so far, efforts have provenRead More…