CLOs where is your content?

It seems that the major CLO companies are struggling with content, even Cardlytics (300+ in sales people) can’t deliver for BAC. Hyperlocal is really, really hard .. just ask Groupon… Take a look at BAC’s offer inventory today vs. 8 months ago 40+ vs 10 with only 2 local deals.. rest seem to be sourced … Continue reading »

Random Management Thoughts: IPOs and Innovation

What businesses are ripe for change? Particularly industries where margins are decreasing and asset efficiency can no longer cover the costs of vertical integration. As the efficiency of information flow improves in the public domain, the economies of scale decrease, particularly in areas that are most dependent on information (as opposed to assets). Continue reading »