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GGV Management, LLC
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View this contact
GGV Management, LLC
GGV Management, LLC
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Archives - Going Long
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Subscribe to Going Long by email and get the latest updates as they happen. Who are thinking big. Twilio: From API to IPO. I enjoy honoring the founders of companies who go long on this blog by conducting breakdowns of their IPOs. Unfortunately in 2016 so far, there haven’t been many opportunities to do so given the record-low number of IPOs. This paucity Read More…. June 26, 2016. June 11, 2016. Highlights from GGV CEO Dinner on NextGen Sales & Marketing. June 5, 2016. April 14, 2016. I spent an excelle...
Collections - Going Long
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Subscribe to Going Long by email and get the latest updates as they happen. Who are thinking big. I’m a partner at GGV Capital, a venture capital firm that invests in the U.S. and China. Subscribe to Going Long by email and get the latest updates as they happen. Twilio: From API to IPO. Highlights from GGV CEO Dinner on NextGen Sales & Marketing. My Conversation with Emily Chang on Bloomberg West. Momentum — Builds Slowly, Evaporates Quickly. Talking Square on CNBC. The IPO Sweet Spot.
Unpacking the Box IPO - Going Long
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Subscribe to Going Long by email and get the latest updates as they happen. Who are thinking big. Unpacking the Box IPO. Box, the closely-watched cloud company, had a successful IPO on Friday, pricing its offering above the filing range at $14, raising approximately $170M, and seeing its shares pop over 60% on its first day of trading, closing at $23.23 per share. A huge congratulations to lead founder and CEO Aaron Levie ( @Levie. And Series A lead investor Josh Stein ( @dfjjosh. January 25, 2015. Highl...
Decoding China’s Swoon & Its Impacts - Going Long
http://goinglongblog.com/decoding-chinas-swoon-its-impacts
Subscribe to Going Long by email and get the latest updates as they happen. Who are thinking big. Decoding China’s Swoon & Its Impacts. The Chinese stock market sell off in context. What is the government doing and why? What’s the impact of this? Will it impact the broader economy in China? What’s the impact for Silicon Valley? How about for the new economy companies in China? So are we out of the woods? July 9, 2015. Subscribe to Going Long by email and get the latest updates as they happen. I’m a partn...
Fitbit Files to go Public - Going Long
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Subscribe to Going Long by email and get the latest updates as they happen. Who are thinking big. Fitbit Files to go Public. I’ve reviewed Fitbit’s S-1 filing from last week. It’s quite clear that Fitbit has been a remarkable success story over its 8 year lifespan. As momentum has been building around connected devices and the company sits on the precipice of an IPO, founders of any type of company can learn a lot from Fitbit. Here are a few of the core themes I’ve gleaned from their S-1:. The company ha...
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Investor Profiles – Off-Piste Investing
http://offpisteinvesting.com/category/investor-profiles
For value investors interested in Asian markets. Perinvest Comments On China’s Sports Market. March 10, 2017. March 10, 2017. Posted in Investor Profiles. CC Asia Focus Comments on V-Power. March 5, 2017. March 5, 2017. Posted in Investment Ideas. Moerus Discusses GLP, Straits Trading. March 1, 2017. March 2, 2017. Moerus Capital Management (Moerus) is a New York-based investment management company founded in September 2015. The firm’s founding / management team comprises Amit Wadhwaney, John M...First S...
Scottish Oriental: Update Presentation – Off-Piste Investing
http://offpisteinvesting.com/scottish-oriental-update
For value investors interested in Asian markets. Scottish Oriental: Update Presentation. January 5, 2017. January 30, 2017. Vinay Agarwal of Scottish Oriental gave an update to shareholders at the trust’s AGM in December. The presentation can be viewed online. For more about the trust, please see my original write up. Some highlights below – please note the graphics come directly from Scottish Oriental’s presentation:. The last 20 years. Source: Scottish Oriental Investor Presentation. The next 20 years.
About – Off-Piste Investing
http://offpisteinvesting.com/about
For value investors interested in Asian markets. I am an individual investor with both a background and interest in Asian markets. I primarily cover public market investing in the region, with a focus on the following topics:. Profiles of and insights from professional investors. Market updates and commentary. Individual company / stock write-ups. On occasion, I might digress from public market investing to cover other topics I am interested in. Or via the contact. Receive Free Email Updates.
Off-Piste Investing – Page 2 – For value investors interested in Asian markets
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For value investors interested in Asian markets. Readings For The Week (26/2). February 26, 2017. February 26, 2017. February 23, 2017. February 23, 2017. Posted in Investment Ideas. Readings For The Week (19/2). February 19, 2017. February 19, 2017. This week’s readings include an Economist article on the Asian “model” of migration, the 2016 full year review from Lumiere Capital, a short interview with James Hay of the Pangolin fund and an approach to valuing Snap ahead of its IPO....February 19, 2017.
New Year Updates – Off-Piste Investing
http://offpisteinvesting.com/new-year-updates
For value investors interested in Asian markets. January 3, 2017. January 3, 2017. Happy new year to everyone! Apologies for the lengthy silence, I was travelling for most of December and took a short break from writing to catch up on other things. Below are some long overdue general updates as well as responses to a few questions (paraphrased) that I have received. Below is a photo from my trip in December:. To his review of the book. TK Group is a manufacturer of moulds and plastic components with a bi...
Ellerston Asian: Thematic Investing – Off-Piste Investing
http://offpisteinvesting.com/ellerston-asian-mary-manning
For value investors interested in Asian markets. Ellerston Asian: Thematic Investing. December 10, 2016. December 10, 2016. Ellerston Asian Investments ( EAI. Is an ASX-listed investment company. Launched in September 2015, the fund is Ellerston Capital’s first Asia-focused offering. The portfolio is managed by Mary Manning, who was previously with Oaktree Capital and Soros Fund Management. Average EPS growth of 21%. Average P/E of 21. Average PEG of 1x. On the key thematics likely to drive Asian equity ...
Investment Ideas – Off-Piste Investing
http://offpisteinvesting.com/category/investment-ideas
For value investors interested in Asian markets. Kennox Comments on Texwinca. March 15, 2017. March 15, 2017. Posted in Investment Ideas. Recent Insider Buys at AIA. March 9, 2017. March 9, 2017. Posted in Investment Ideas. Lone Pine Trims Esprit Stake. March 8, 2017. March 8, 2017. Lone Pine Capital recently trimmed its stake in HK-listed Esprit Holdings (Esprit). According to a filing made to the Hong Kong Stock Exchange on March 1st, 2017, the firm sold 50,000,000 shares on the exchange at an aver...
Andreessen: Studying Opposites – Off-Piste Investing
http://offpisteinvesting.com/andreessen-value-investing
For value investors interested in Asian markets. January 4, 2017. January 4, 2017. I highly recommend this. Tim Ferriss podcast from last year, in which he interviews Marc Andreessen. It is full of fascinating insights into the world of venture capital and includes a lot of rich material you won’t find in Andreessen’s general interviews with the media. For those unfamiliar with Andreessen, he is the co-founder and general partner of the venture capital firm Andreessen Horowitz. Posted in Investor Profiles.
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Promotional Merchandise • Business Gifts • Logoed Apparel. OXO Reusable Die Cut Fold-Over Reinforce. 036 - $0.48. 099 - $1.30. Heavy Duty Non-Woven Grocery Tote Bag w/. 150 - $2.40. Wooden Cube Blossom Kit. 308 - $3.70. OXO Reusable Die Cut Fold-Over Reinforce. 040 - $0.52. 064 - $1.50. 299 - $3.66. 011 - $0.15. Eco Magnetic Notebook w/Sticky Notes and. 267 - $3.84. Laminated 100% Recycled P.E.T. Grocery T. 245 - $3.85. Eco Spiral Notebook Journal w/Recycled C. 277 - $3.99. 245 - $3.10. 297 - $3.71.
RCJ + SPL - Welcome
Wedding Website for Rebecca Jones and Sean Logue! RCJ SPL - June 16th, 2013.
Going Lomo | a film photography blog
When words become unclear, I shall focus with photographs. When images become inadequate, I shall be content with silence. Walk Along the Bow River. Mar 27, 2018. Lomography Tiger Color 200. Sarah and I took a walk along the Bow River one day and these are a few of the shots I took with my Kodak Ektralite 500. 511 The Peace Bridge. Lomography Tiger Color 200, Kodak Ektralite 500. 512 Lomography Tiger Color 200, Kodak Ektralite 500. 513 Lomography Tiger Color 200, Kodak Ektralite 500. Mar 25, 2018. Film t...
Going Long — The ramblings of an amatuer endurance athlete.....
The ramblings of an amatuer endurance athlete. The other day I got back from crewing for my friend Kelly at the 2015 Badwater 135 and everything they say, everything you heard is true. Is it really that hot? Well this was the temperature in Furnace Creek about an hour before the start. At the start it was actually 121F. That’s 49.5C for […]. July 28-30th - Badwater 135 Crew/Pacer. Death Valley, California. August 15th - Iroquoia Trail Test 34KM. August 22nd - 5 Peaks Dundas Valley. X000B7; Log in.
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Going Long - For Growth Stage Entrepreneurs Who Are Thinking Big
Subscribe to Going Long by email and get the latest updates as they happen. Who are thinking big. Quick Thoughts on Mulesoft’s $6.5Bn Acquisition by Salesforce. Today’s news that Mulesoft had agreed to a $6.5Bn acquisition by Salesforce marks an intriguing inflection point in the world of enterprise technology. Here are my thoughts on why this transaction is so important. The Continued Inexorable Force of Multi-Cloud Computing. As I’ve detailed previously. The Size of the Prize. March 20, 2018. Top 5 Hig...
GoingLong Productions, LLC || Feature Films, Documentaries, Television Properties, Internet and Social Media
Loopier by the Minute
Loopier by the Minute. Even though the sound of it is something quite atrocious. Thursday, March 07, 2013. I can be found at a href="http:/ goingloopy.wordpress.com this address /a . Tuesday, August 30, 2005. Well, much as I have enjoyed my time here.it's time for me to go home. I'm moving back to this. Sunday, August 28, 2005. Did this a long time ago. I kind of started the project, and forgot about it, and came across my draft when I was looking for something on my computer. The idea? Long Night Alone:...
Loopier by the Minute | TEN TEN TEN TEN FOR EVERYTHING EVERYTHING EVERYTHING EVERYTHING
Loopier by the Minute. TEN TEN TEN TEN FOR EVERYTHING EVERYTHING EVERYTHING EVERYTHING. 8230;higher than the ceiling. The good news – I do not have to be on insulin, even though I have to take oral meds. The bad news – holy fuck I miss sugar. The good news – my HgA1C went from 11.4 in May to 7.2 in July (meaning my average blood sugar dropped from 283 to 150 in 2 months). The bad news – no seriously have you seen that Speculoos Cookie Core Ben and Jerry’s? Fuck you, hair. Fuck you, S-I joint. Today’s Tim...
Going Loopy - Home
For Boys or Girls. For Boys or Girls. For Boys or Girls. Reusable fabric snack bags! To see available styles and size. Going L . Y is committed to making adorable and practical baby gifts. We specialize in creating the softest, most luxurious lovey blankets as well as matching soother clips and sippy cup clips. We even make clips to hold on to that precious Sophie the Giraffe. For the toddler and child, we make soft and cozy neck warmers for winter. All of our products are proudly handmade in Canada.
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