It’s been a week bookended with bad financial news for the oil and gas industry. It began with Exxon getting the boot from the Dow Jones Industrial Average, and now comes news that energy companies are the tiniest piece of another venerable stock index, the S&P 500. These may be different...

After a heated run, SaaS and cloud stocks dipped sharply during regular trading on Monday. According to the category-tracking Bessemer cloud index, public SaaS and cloud stocks dropped around 6.5% today, a material blow to the value of some of the world’s most highly valued companies, measured by...

In another up for technology shares, software companies saw their values reach new heights today. The days trading comes after a selloff last week eased some of technology companies’ rebounds from their COVID-19 lows; stocks in tech companies have more than made up for their early-year declines...

Recently, there have been updates concerning the use and sale of cannabis within Canada and the US. These changes have facilitated the growth and expansion of the cannabis industry. Many of these changes are observed by the public since they can be traded on the stock market. Read the full...

I wrote a blog post in September of last year arguing that gross margins and operating margins really matter when valuing companies. I argued that “software companies with software margins” are better businesses than tech companies that are not really software companies but a tech-enabled...

The 1929 recession was the triggering event which caused the Great Depression, lasting almost 12 years.  One of the key causes of this recession was the surge in the stock market prices. From the big investors to the average person, from a banker to a cook, all had investments in the stock market....

Hello and welcome back to our regular morning look at private companies, public markets and the gray space in between. This morning we’re taking a brief look at SaaS stocks ahead of earnings, making note of their recent movements (and recovery), and what those somewhat violent movements could...

Stocks fell in regular trading Friday, as all major American indices fell in the wake of a broadly negative jobs report. With more than 700,000 jobs lost in the March data, unemployment in the United States rose from 3.5% to 4.4%. The markets have been bracing for widespread job losses due to the...

As restaurants, shops, airlines and factories shut down around the world, a global coronavirus-fueled recession is no longer a looming threat. It’s here. During the last downturn, I lost a lot of money and I don’t plan on doing that again. So, it is a great opportunity to reexamine it all and...

On the first episode of Howard’s new podcast, his guest said, “in panics, all assets are correlated.” I suspect that is true to some extent.When bad news hits, I have seen traders sell quickly, get to cash, and then take some time to evaluate the situation before acting on the news. That...

Japanese conglomerate SoftBank is trying to backpedal from part of its bailout of tanking coworking space firm WeWork, the Wall Street Journal reported on Tuesday, citing Department of Justice and Securities and Exchange Commission investigations into the latter company’s business practices.Read...

I promised to post this once it is live and it went live today.So here it is:USV TEAM POSTS:Nick Grossman — Mar 17, 2020The Great Shift to VideoAlbert Wenger — Mar 16, 2020COVID19 What’s Next? Innovation FTWBethany Crystal — Mar 12, 2020Keep Calm and Stay Human ...