Entries by David Matias

Volatility can be a Tricky Thing

This time it took only 10 trading days. Last time, in November, it took 30 days, and over the summer it took 44 days. In each case, this is the amount of time it took for the Dow Jones Industrial Average to regain all the losses from its stumble. (If you have a subscription to […]

Portfolio Update

In this update you will find details on exciting progress from our portfolio companies. As we near the year’s end, our companies continue to make notable accomplishments and we are pleased to share the promising news with you. We welcome your feedback and would love to share additional highlights. After receiving a series of successful […]

Apple vs. Google – A lesson in buy-and-hold

The story of Apple stock over the past two years is a great lesson in why you pick your companies and stick with them.  Despite the fact that Apple had tremendous earnings and generates more cash than any other company, the stock price hit a large decline starting at the end of 2012 through the […]

Good Economic News

There has been a spate of good economic news over the past week: GDP in the third quarter of 2014 was 3.5%, and jobs growth continues to be steady at over 265,000 per month for the entire year. The GDP number is particularly encouraging, given the 4.6% growth in the second quarter. Keep in mind […]

Interesting Week

Interesting week: US employment figures look great, GDP on track, US oil production surpasses Saudi Arabia, Russia and China.  All good data points. Old news:  Europe isn’t growing, China is struggling, commodities continue a glut. So what is the new news that causes the market to drop 10%?  From what I can tell, more about […]

Market Update: October 2014

It certainly was an interesting summer. From the Gaza strip through the Middle East and into the Ukraine, the global political landscape was rife with challenges and dilemmas. We look around the globe, and we see societies facing change on a scale that is unprecedented. While the financial ramifications are uncertain, we know that change is […]

In Venture Capital, Birds of a Feather Lose Money Together

Carmen Nobel, Senior Editor of Harvard Business School Working Knolwedge, reveals compelling research that suggests the more affinity there is between two VCs who co-invest in a new company, the less likely it is that the company will succeed. Article By Carmen Nobel – senior editor of Harvard Business School Working Knowledge. To illustrate the […]