
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
- 24 May 2013Nishamt K SinghonRenuka is truly a veteran in the indian PE industry. I completely agree that flexibility ensures the best returns for...
- 23 May 2013Murali ApparajuonInteresting surmises! What makes the takeaways less validated however is the lack of disclosure or at least a...
- 23 May 2013VaradhaonPhoenix LP's are managing your money and my money - so they ought to maintain an arm's length and review...
- 21 May 2013PhoenixonWell said Varadha. This comment of your is unclear, " LPs ought to maintain an arm's distance from GPs and...
chinetwork
