ROBGO.ORG

February 28, 2011

I have to say, I’m puzzled by the JP Morgan Digital Media Growth Fund. I’ll admit, I don’t know anything aside from what I read in the news. But three things stand out. 1. They are playing in arguably the frothiest part of the market, where valuations are really very high. 2. I don’t see where JP Morgan has real information or relationship advantages vs firms that have done these kinds of deals for a living for a long time – insight, KPCB, Sequoia, etc. So I presume they’ll just pay more in later rounds. 3. I read that JP Morgan doesn’t have any significant skin in the game. Three things that, If true, bode pretty badly for this fund.

  • Author robchogo
  • | Filed under regular

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  • Rob Go
     - 1 day ago
    @Jay_zo @serial I should have known better than to think I had a unique observation about the Mail kimp girl
  • Rob Go
     - 1 day ago
    @zmh @ryandawidjan awesome
  • Rob Go
     - 1 day ago
    @andrewteman @serial ah, maybe. I thought it was a grown woman, but maybe it's a kid
  • Rob Go
     - 1 day ago
    The most baffling thing about @serial is the woman in the MailChimp ad that seems unable to read the word "chimp"

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