I have been covering an increasingly broad range of topics on this blog, some of which have been recently making the news:
A loss-making Twitter has been wooed by a handful of high-tech companies including Google and Salesforce. The Financial Times debates the rationale for such an acquisition: unlike LinkedIn, which was recently acquired by Microsoft, the information published on the social network is fully public – and the ‘voice from the public’ is the only asset that Salesforce could leverage. Google, conversely, can use Twitter as an advertising vehicle – which makes the FT believe that Facebook could also represent a credible bidder. Twitter and Deutsche Bank both suffer from a wrong stance towards diversification (excessive in the case of Deutsche, too limited in the case of Twitter), argues John Gapper from the Financial Times – a view I personally subscribe to.
- Large supermarkets have been squeezed between decreasing traffic and food prices and increasing rents. This ‘scissor’ phenomenon has led food retailers to try to diversify their revenue streams; Sainsburry’s has for instance added Argos in-store concessions in some of its largest formats.
- Instead of perceiving start-ups as overvalued threats to incumbent tech titans, could we imagine a win-win partnership? This is the question asked by Ludovic Ulrich in TechCrunch. A successful relationship with an established brand name gives credibility to the start-up (and its valuation) and grants immediate access to a much wider audience, while helping the big corporate handle the rapid pace of change. This comes at a time when the IPO window is narrowing, although Takeaway.com managed to list itself last week without any reported quarterly profit yet.
‘Proper’ posts back later this week (hopefully).