My big aha is it's like dealing with a deranged madman trying to estimate what the street will do. I spend no time on this. Utterly unknowable.You don't need half your company and Palunteer and Shopify are proving it. You don't need half your company. Let's look at Shopify for a minute.From peak employee was 2022. 11,600 employees at Shopify. Since then, revenue has grown 91%.Pretty impressive for a company at 11 billion revenue. And employees have gone down from 11,600 to 8100. gone down while revenue is u ...

Last week, we heard very different things from two fairly different consumer travelers. Both of which, you know, on Wednesday night, Airbnb reported a quarter that the market just hated with the stock plunging 8%. The next day and not coming back much since then.Then on Thursday night, Expedia reported a quarter that the market loved when the sent stock up 4% on Friday and people are still saying. So what the heck's going on here. Why is Expedia winning while Airbnb is losing.Heading into last week's result ...

Group 1 - Zebra Technologies (NASDAQ: ZBRA) is a well-known company in the B2B sector, yet it lacks excitement in the stock market [1] - The company operates in a niche market that is not widely covered by analysts, indicating potential for contrarian investment opportunities [1] - The current market sentiment towards Zebra Technologies is lukewarm, despite its established presence and recognition in the industry [1]

Core Insights - LiveOne, Inc. (LVO) has formed a strategic partnership with Synervoz Communications, Inc. to enhance voice-enabled experiences in devices and operating systems [1][10] - The collaboration is expected to unlock over 70 Business-to-Business (B2B) opportunities across various industries, including automotive and retail [2][10] - LiveOne aims to transform audience engagement with audio through innovations such as voice search and collaborative podcast streaming [3][4] Company Developments - LiveOne is focusing on expanding its B2B partnerships, having secured significant agreements, including a partnership with Amazon valued at over $16.5 million and another with a Fortune 50 company worth more than $25 million [5] - The company is operating at nearly a $50 million annual run rate from five newly launched B2B partnerships and is preparing for a major collaboration expected to bring in nearly 10 times the number of subscribers compared to its Tesla partnership, scheduled for August 2025 [6][10] - In February 2025, LiveOne partnered with Telly to provide a dual-screen audio and entertainment experience, allowing users to enjoy music or podcasts on a secondary display [7] Market Performance - LVO currently holds a Zacks Rank 3 (Hold) and has seen its shares decline by 34% over the past year, contrasting with the Zacks Audio Video Production industry's growth of 42.4% [8]

事实上， 在 2012年 那个时间点 ，VC行业还没有产业互联网的概念，大部分投资人还不相信B2B 模式能够跑通，但险峰创始合伙人陈科屹深信互联网能够提升传统产业的效率，尤其认可王东 险峰长青管理合伙人赵阳（左）与找钢集团创始人、董事长兼CEO王东（右）在上市仪式 现场。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，找钢产业互联集团（以下简称"找钢"）于2025年3月10日正式以"6676"为股票 代码在港交所主板挂牌上市，这是中国境内第一家通过De-SPAC在港上市的企业。 在过去13年的发展历程中，找钢获得了险峰、真格基金、经纬创投、红杉中国、和玉资本、华兴新 经济基金、IDG资本、东方富海、普华资本、云启资本等一众知名机构的投资。 其中， 险峰在2 012 年就完成了对找钢的天使轮投资，并在之后持续加码，是找钢IPO前最大的单 一机构投资方 。 @C叔 扫码添加C叔微信 （注：找钢创始人、董事长兼 CEO ） 对钢铁行业变化的敏锐洞察和他在行业里深厚积累，双方只 谈了一次就敲定了投资意向 。 王东回忆称，"找钢第一次跟险峰的投资人见面是在上 ...