Monthly Archives: August 2011

Groupon’s new S-1 shows even more cause for worry

Posted on August 10, 2011 by Rakesh Agrawal

A few initial thoughts on the Groupon S-1. I will have an updated post later tonight. The key takeaway from Groupon’s amended S-1 is that the company’s best days in terms of revenue growth are behind it. Groupon has been … Continue reading →

Posted in groupon | 3 Comments

Groupon’s other funny numbers

Posted on August 8, 2011 by Rakesh Agrawal

It seems Groupon might be dumping Adjusted CSOI, its much ridiculed accounting metric that I frequently describe as “the best possible way to view our business if you ignore all the things that make our business look terrible.” Although CSOI … Continue reading →

Posted in groupon | 14 Comments

Answers from the Insurance Information Institute on Airbnb

Posted on August 1, 2011 by Rakesh Agrawal

This is a Q&A with Loretta Worters of the Insurance Information Institute on insurance coverage and short-term rental sites like Airbnb. See the companion piece which looks at other risks with Airbnb and includes comments from State Farm. If a … Continue reading →

Posted in airbnb | 50 Comments