Category Archives: daily deals

LivingSocial testing new subscription service

Posted on December 2, 2011 by Rakesh Agrawal

LivingSocial is testing a new subscription service called LivingSocial Plus. For $20 a month, subscribers will receive $25 in Deal Bucks good on LivingSocial purchases. $5 is good only in that month, the remaining $20 can be carried over for … Continue reading →

Posted in daily deals, groupon, livingsocial | 1 Comment

Funny juxtaposition of Google Offers ad on anti-Groupon story

Posted on November 22, 2011 by Rakesh Agrawal

Original story on Mail Online.

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LivingSocial tries yet another model

Posted on November 15, 2011 by Rakesh Agrawal

LivingSocial announced a new product today as part of its Instant service. It will allow users in the DC area to order food online for delivery. A premium offering allows users to order food like they order room service, complete … Continue reading →

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Amazon automatically unsubscribing users from AmazonLocal list

Posted on November 8, 2011 by Rakesh Agrawal

Amazon is automatically unsubscribing some users from its AmazonLocal daily deals mailing list. Deal fatigue, the idea that consumers are tiring of daily deal emails, has been one of the longstanding concerns with the daily deals space. Amazon’s move is … Continue reading →

Posted in daily deals, livingsocial | 1 Comment

Investing in Groupon is like investing in a leaky bucket

Posted on November 3, 2011 by Rakesh Agrawal

If you’d told me 5 months ago that I would spend a lot of 2011 studying accounting, talking to businesses and saying bad things about a company that everyone once loved, I never would have believed you. It all started … Continue reading →

Posted in daily deals, groupon | 9 Comments

Groupon’s road to IPO: Best resources for potential investors

Posted on October 28, 2011 by Rakesh Agrawal

This is a compilation of the best news coverage I see of the Groupon IPO. I won’t be including items from this blog on the list, but will include my work elsewhere. Other sources: Jim Cramer says “This is not … Continue reading →

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My video analysis of the Groupon roadshow

Posted on October 27, 2011 by Rakesh Agrawal

On Tuesday, I led a live viewing of the Groupon IPO roadshow video on Chill, a great new site for interacting with others while watching video. The video below includes my analysis of the Groupon roadshow, as well as my … Continue reading →

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Groupon’s tricky S-1 math

Posted on October 27, 2011 by Rakesh Agrawal

Quick: How many people bought a Groupon in the third quarter? The obvious, easy answer based on the latest S-1 is 29.5 million. That’s what Reuters wrote yesterday. (They rounded up to 30 million.) But that number is wrong. What … Continue reading →

Posted in daily deals, groupon | 7 Comments

Think Groupon is a technology company? Think again.

Posted on October 24, 2011 by Rakesh Agrawal

Through much of its roadshow presentation, Groupon tries to make the claim that it’s a technology company. At one point, CEO Andrew Mason bizarrely uses a cyborg to illustrate how much the company is about technology. From a company perspective, … Continue reading →

Posted in daily deals, groupon | 43 Comments

A note about my Groupon coverage and accountability

Posted on October 23, 2011 by Rakesh Agrawal

I’m sometimes asked if I ghost write under other names or post comments anonymously about Groupon. I do not. Everything I’ve written about Groupon and the daily deals space has been posted under my name. I do, however, answer a … Continue reading →

Posted in daily deals, groupon | 1 Comment