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
Monday, June 20, 2011
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