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In A Hot IPO Market, Investors Can Get Badly Burned

As contributed to Forbes Magazine, April 30, 2012 Tech IPOs are back in a big way. As Wall Street eagerly awaits Facebook’s IPO, recent issuances such as Brightcove, ExactTarget, Vocera (in which GGV is an investor), Millennial Media and Infoblox have been warmly received by public investors, and last week’sRead More…

Highlights From GGV’s Social Media CEO Dinner with Gary Vaynerchuk

GGV Capital hosted our Q1 CEO dinner last night in SF at the wonderful AQ restaurant.  We had a terrific crew of 30+ CEOs on the topic, “Got Social,” which was highlighted by a great conversation led by Gary Vaynerchuk, the founder of Vayner Media,Read More…

Four Things Entrepreneurs Can Learn From Warren Buffett

 My post as contributed to Pando Daily on March 2, 2012. Warren Buffett’s Berkshire Hathaway 2011 annual shareholder letter was just published this week. For years, Buffett has provided a glimpse into his strategies for success through these letters. I look forward to reading the letterRead More…

Congratulations SuccessFactors and CEO Lars Dalgaard

This weekend SuccessFactors announced its acquisition by SAP for $40/share in cash, valuing SuccessFactors at approximately $3.4 billion, and representing over a 50% premium to Friday’s closing stock price. As one of SuccessFactors’ venture capital backers, my partners and IRead More…

Top Five Themes from GGV’s Q4 CEO Dinner on Mobile

My partners and I hosted our quarterly CEO dinner last night. It was a great event. The theme was mobile computing and our two speakers were Tom Conrad from Pandora and Satya Patel from Twitter. Tom and Satya provided someRead More…

The hottest new internet companies are growing up outside the U.S.

As published in VentureBeat High-value financings for venture-backed private internet and digital media companies seem to be happening at a rapid pace. Dropbox, Tumblr, AirBnB, Foursquare, and Spotify have all raked in big fundings and attained record valuations in recentRead More…

Why today’s hot IPOs aren’t always tomorrow’s stock market darlings

As published in VentureBeat: Recent tech IPOs have been anything but predictable. LinkedIn, which initially filed to price its IPO in the range of $32-$35 before ultimately pricing at $45 per share and is now trading over $100 per share,Read More…

The Top 10 Ideas From GGV’s Q2 CEO Dinner Panel

Last night, my partners at GGV Capital and I hosted our Q2 CEO Dinner in SF. We had a great group of 30 CEOs join us. Keith Rabois, Bruce Felt and Ted Wang also did a great job as panelistsRead More…

This is NOT a Post About Groupon… It’s a History Lesson

Much has been made of the recent Groupon S-1 filing. Many recent thought leaders, worried by the accounting losses and concerned by the scant detail available, warn investors to stay away. Some of the more thoughtful pieces from folks likeRead More…

The Death of Public Venture Capital?

Although there have been many huge venture capital returns in the past, one of the great little secrets in technology investing land has been that, for the best companies, more value is created post IPO, rather than pre IPO. AsRead More…