Monday, June 20, 2011

The Groupon IPO, Look For The Moat

The Groupon IPO, Look For The Moat
The Groupon IPO is on its way. But, do they offer anything unique to the world anymore? Do they have a moat? I don’t think so, but I know that this is not a normal “technology” play, this is a database and marketing and market share play. With $25 billion to blow on marketing in a space of startups, they would own the space for life. If you had to define a mote, this would be it for Groupon, but here are some problems

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