Valleywag

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Paul Kedrosky

The Valley's private equity hype It's late, I'm tired and the coffee is wearing off, so I'm happy that Paul Kedrosky takes a stab at deciphering the latest quarterly report on Bay Area venture capital activity from Fenwick & West:
So, higher asset prices on fewer transactions, and no clarity on how many are inside deals? That sounds familiar. What could it be? Hmmm. Gosh, it sounds like the dying days of the real estate bubble, circa late 2006.
(Photo by Annie Lawry) [Infectious Greed] MORE »

clips

Paul Kedrosky's CNBC talk turns into Google, Apple slapfest

Venture capitalist Paul Kedrosky went on CNBC's Squawk Box this morning to talk about "tech cyclicality," but ended up talking about NAND flash and listening to Jim Goldman and Joe Kernen talk about Apple and Google's up-and-down stock prices. The bit about flash was boring, but the stock talk was amusing. Have a look — buy, sell or hold? More »

breakdowns

Yahoo launches Tech Ticker ... sort of

In a repeat of last week's failed launch of lifecasting service Yahoo Live, Yahoo's new online finance show Tech Ticker has launched with a broken page. If the millions of users exposed to it could see it — the show is prominently placed throughout the site — they'd learn that it is hosted by BusinessWeek's Sarah Lacy and TheStreet.com veteran Aaron Task, with contributions from the likes of Paul Kedrosky and Silicon Alley Insider's Henry Blodget (interviewed in one of the first episodes). After being down for more than 20 minutes, Tech Ticker seems to be back up ... sort of. The interview with Blodget is viewable on the Tech Ticker website but now the embed code seems to be broken. How much money is this company worth again? If they find an engineer to fix it, here's the clip: More »

We hear that Yahoo TechTicker, the online-video show from Yahoo Finance featuring Valley fox Sarah Lacy and red-hot moneymen Henry Blodget and Paul Kedrosky, is delayed, and won't be airing early episodes next week as rumored. Dammit! Scott Moore, we blame you for this, too.

geeks gone wild

Michael Arrington's Sarah Lacy fantasies indulged by Yahoo

Yahoo TechTicker may launch as soon as next week, reports Michael Arrington. The TechCrunch editor then spins off into lurid fantasy: "Screen shots are starting to leak, and we have this one with Lacy and Blodget just prior to locking into a passionate embrace, I'm sure." Heavens, Michael. No wonder Lacy tried to cool your jets in Hawaii. Besides, we prefer to imagine Blodget, a known admirer of male beauty, canoodling* with Paul Kedrosky, the ruggedly handsome VC pundit who's also appearing on TechTicker. More »

For anyone who missed the rumor in Valleywag last month, Michael Arrington confirms that Yahoo will launch a streaming-video finance program with hosts Henry Blodget, Sarah Lacy, and Paul Kedrosky — the exact lineup we reported. The name is TechTicker. [TechCrunch]

the chart

Tech stocks an "investor wasteland"


Look away! Venture capitalist Paul Kedrosky put together this chart for SeekingAlpha. It tracks major tech stocks over the four days leading to yesterday's market close and look away! It's not pretty. (Though at least all that red and green makes for a nice holiday decoration.)

rumormonger

The return of Yahoo FinanceVision

Remember Yahoo FinanceVision? It was Yahoo's attempt to imitate CNBC, except on your computer. Launched in 2000, with an annoyingly overenthusiastic commercial embedded above, dragged on for two years before declining online advertising revenues put a bullet in it. We hear it's rising from the grave. We've confirmed that BusinessWeek columnist and certified Valley Fox Sarah Lacy has been signed as a talking head. Other rumored contributors include VC blogger and TV pundit Paul Kedrosky and manflesh connoisseur Henry Blodget, the disgraced Wall Street analyst and founder of Silicon Alley Insider. Blodget, at least, has experience talking up stocks. More »

Oracle's earnings have beaten Wall Street's expectations, suggesting that the turmoil in credit markets has not had an impact on tech bellwethers. Score one for VC blogger Paul Kedrosky, who has cast tech stocks as a safe haven in today's market. [Associated Press]

Tech publisher O'Reilly announces a new conference, Money:Tech, chaired by VC blogger Paul Kedrosky. Finally, a get-together where geeks can safely admit to being motivated by something other than changing the world. [Infectious Greed]