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We are valuation nerds; we love this stuff. We like to share what we’ve learned and what we are thinking. This place is where we jot down our thoughts and those of our colleagues.
Most Recent Articles
Arcstone opens New York City office
Arcstone's momentum continues to build. With offices in Denver, Colo. and San Francisco, Calif., Arcstone has established a Manhattan office in Times Square to better serve clients coast-to-coast....
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Brustkern cited in New York Times coverage of Felix Investments
The New York Times quoted Arcstone's Bo Brustkern in its June 17, 2011 article "Crashing the Party in Silicon Valley" “They have no venture chops, they are brokers with a good sales team. They were able to get money, but they cannot compete with the Institutional Venture Partners of the...
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Lisa R. Thompson quoted in the NYT re Web Startup "Magic"
The New York Times quoted Arcstone's Lisa R. Thompson in the June 17, 2011 article "Abracadabra! Magic Trumps Math at Web Start-Ups" “These hot private companies are revealing their numbers, and I for one am surprised how they’re not making money. Everything in my space I’ve looked at doesn’t make...
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Brustkern cited in New York Times coverage of Pandora IPO
The New York Times quoted Arcstone's Bo Brustkern in the June 14, 2011 article "Pandora Prices Its I.P.O. at $16 a Share" “Silicon Valley is just vibrating with excitement right now. It is reminiscent of 1999, but somewhat different. Valuation bubbles are constrained to just a few segments so far.”...
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Lisa R. Thompson quoted in the FT re Yandex $1.3 Bn IPO
Telis Demos et al. of The Financial Times quoted Arcstone Senior Equity Analyst Lisa R. Thompson in the May 24, 2011 article "Yandex draws in investors with $1.3bn listing" “They may be able to dominate the Russian market but what do you do for an encore? How do you get...
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