
Sandeep Aggarwal
Sandeep is the founder and CEO of “ShopClues.com”. He is counted amongst leading Internet experts globally, and has regularly appeared on CNBC, Fox, ABC News and regularly quoted by Wall Street Journal, Fortune, Forbes and other prominent media outlets.
In a nutshell, while entrepreneurship is very beautiful, it is also completely self-consuming and a tough commitment.
The entire Indian e-commerce biz, excluding online travel, is at least 8-10 years away from the scale, where inventory-led model may turn profitable.
I am not going to do valuation analysis and future revenue and cash flow projections or highlight regulatory risks such as privacy concerns. But I am going to highlight five areas primarily focused on Facebook’s advertising programs.
E-commerce in India is still in its infancy and can grow 100x in the next decade.
In our view, Microsoft can leverage Skype in many ways.
Yahoo! reported a Beat & Raised bottom-line quarter. It also started disclosing user engagement metrics that exhibited for the first time some encouraging signs of a possible trend reversal.
Overall we noticed much higher than usual focus on social, affiliate, email marketing, and mobile and less focus on paid search related ecosystem. Overall âNet ad trends appear to be very healthy in terms of volume/pricing.
This secular adoption of the Internet and the innovations/new business models create a need among the largest Internet companies to refresh their product portfolio and to develop stronger competitive moats around their core offerings through acquisitions. In our view, Google, Amazon, eBay, and Yahoo! will remain highly acquisitive in 2011-12.
This split will make the comparison of OTAs easier and the adjustment would only be in terms of US vs. international, agency vs. merchant, and airline vs. hotel.
JOBS
- Associate - Red Fort Capital Advisors Pvt Ltd
- The Private Equity Associate - Nereus Capital
RECENT COMMENTS
- 21 May 2013PhoenixonWell said Varadha. This comment of your is unclear, " LPs ought to maintain an arm's distance from GPs and...
- 21 May 2013AnooponThe biggest problem in Indian PE fund GPs is Ethics. They want Day-One-Carry rather than long term carry. There should...
- 20 May 2013varadhaonExits are not happening because a lot of businesses that PE funds invested into were not worthy of investments in the...
- 17 May 2013Santosh VermaonMohanjit, You have the ability to say something that can be said in 100 words in 5,000 words. Congrats on a well...
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