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Sandeep Aggarwal

Yahoo! Results Encouraging; Improving User Engagement

General

20 April, 2011

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 ......

Ad:Tech San Francisco Conference, Key Takeaways

General

13 April, 2011

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 ......

TripAdvisor Spin-Off to Unleash Value for Investors

General

08 April, 2011

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 ......

GSI Commerce Deal Highly Positive for eBay

General

29 March, 2011

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. ......

Internet in India In A Hyper Growth Phase

General

21 March, 2011

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 ......

Bullish On MakeMyTrip As Indian Travel Trends Look Positive

General

07 February, 2011

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 ......

Potential Acquisition of Groupon Makes Lots of Sense: Caris & Co

TMT

03 December, 2010

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 ......

There Are Many MakeMyTrip-Like Internet Biz Stories In India

TMT

17 September, 2010

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 ......