AAA Analysis – Page 174

Why value investing is smart

The question taxpayers, voters and employees will start to ask is whether government strategies are priming an innovation capacity in areas that a country, ie its companies primarily, have no interest or capacity to commercialise whether through corporate venturing and then acquisitions?

Profile: Telefónica Ventures

Spanish company Telefónica is in the process of implementing a corporate venturing programme with a global investment strategy and designs on maintaining the Spanish company’s global position by providing it with access to the technological investments. The company has built an ambitious early-stage accelerator, Wayra, active in a dozen countries with a more classic corporate… Continue reading Profile: Telefónica Ventures

Deal analysis: July 2012

Sell-side activity took a knock during the month as economic uncertainty dogged the headlines, yet corporates remained busy investing. July was a sleepy month for realisation activity, as global economic headlines continue to be dominated by eurozone woes and a slowing of both the US and Chinese economies. There were only three exits of corporate… Continue reading Deal analysis: July 2012

LeSage Krause part III: revolutionary pilots

For the last article of this series, we focus on piloting revolutionary initiatives, the ideas that can open entirely new businesses for a company, or reinvent legacy businesses stuck in the status quo. Such initiatives are revolutionary because they lack precedent within the company, are transformational or have disruptive implications for the core business. Pursuing… Continue reading LeSage Krause part III: revolutionary pilots

Starbucks shines for Square

US-based café chain Starbucks made a big splash in corporate venturing sealing a $25m deal to invest in fast-growing US-based financial payments company Square, founded by Jack Dorsey, also a founder of social network Twitter. Starbucks chief Howard Schultz will be joining Square’s board in a sign of how seriously Starbucks is taking the investment.… Continue reading Starbucks shines for Square

The Big Deal: long-term investing

There was a nice line at the UK government’s venture investment conference last week from a venture capitalist saying that most of the returns from healthcare deals it had done came between 15 and 25 years after the portfolio company had been founded. The point by Tim Haines, partner at venture capital (VC) firm Abingworth,… Continue reading The Big Deal: long-term investing

The Big Deal: Bang & Olufsen and Sparkle Roll

In a strategy review last year titled “Leaner, Faster, Stronger”, Denmark-based high-end consumer electronics business Bang & Olufsen (B&O) outlined six threats to its business, one of which was: “A lack of focus on growing economies, especially China.” Given that in the luxury goods market, management consultancy McKinsey predicts China is expected to consume 20%… Continue reading The Big Deal: Bang & Olufsen and Sparkle Roll