morten lund
Saturday, December 31, 2005
Happy New Year
I have had a crazy (positive) 2005
- hope u did too. (Im still with my wife !!)
I have had no major illness or
death close to me this year
- and feel lucky. Hope u do 2.
I hope 2006 will be good for you and
me - and FUN!
I dream about a world with more
equal opertunities for all and less
materialistic focus... I get a bit
scared when I think of China and
India (I feel happy about investing
there) - but I know 30-40% of the
population migth be very hungry
when they go to bed...
Remember the fun in 2006 - problems
will drop by no matter what ;)
*and NO Im not trying to do any Bono stuff here Im just his biggest fan.
**please comment
Thursday, December 29, 2005
I WONDER (Part III) What does it take for the next generation online business superstars - we Martin is a good example:
Martin Schaedel is by far the most shining star on talent scene in the internet industry. At Lund & Kenner we are very proud to have Martin in our team. We do not blieve en veru tigth structures - but we have already partnered with Martin on a couple of projects. The real value of a tommorows superstar like Martin - is not only the speed of neural network in the brain - its way more about understanding online business - knowing information from propagande and understanding the difference between paid search and natural listings and take it into brick and morter business. (Well maybe people who read this - doesnt even know this ;)
Martin Schaedel is by far the most shining star on talent scene in the internet industry. At Lund & Kenner we are very proud to have Martin in our team. We do not blieve en veru tigth structures - but we have already partnered with Martin on a couple of projects. The real value of a tommorows superstar like Martin - is not only the speed of neural network in the brain - its way more about understanding online business - knowing information from propagande and understanding the difference between paid search and natural listings and take it into brick and morter business. (Well maybe people who read this - doesnt even know this ;)
Tuesday, December 27, 2005
I WONDER (Part II) Whats Google doing - with all those aquisitions.
Well this turned out easy - since this brilliant blog tell me
Seo By The Sea - lines up all the aqusitions here - and the abstract of that post - must be LOCAL AND MAPS AND MORE CONTEXTUAL. No wonder - thay have the killer revenuestream from ADWORDS and ADSENSE - and hey still have LOCAL + LANGUAGES + LOST OF WORDS COMMING INTO THE MACHINERY TO DRIVE UP THE PRICES + MOBILE... This company has the greatest of all futures - like Alta Vista had back then ;)
Thanx to Morten Wittrock for the link.
Well this turned out easy - since this brilliant blog tell me
Seo By The Sea - lines up all the aqusitions here - and the abstract of that post - must be LOCAL AND MAPS AND MORE CONTEXTUAL. No wonder - thay have the killer revenuestream from ADWORDS and ADSENSE - and hey still have LOCAL + LANGUAGES + LOST OF WORDS COMMING INTO THE MACHINERY TO DRIVE UP THE PRICES + MOBILE... This company has the greatest of all futures - like Alta Vista had back then ;)
Thanx to Morten Wittrock for the link.
I WONDER (PART I): Icelandic Viking Caital
The Iceladic Capital is slowly taking over a lot of Danish and British companies in very agressive and yet simple constructions. They simple use the leveraged buyot model (you pactically buy a company via taking loans in their own assets like buildings and cashflow) - but I dont understand how this TINY TINY nation can poduce such an agressive style and EXECUTE IT. Im VERY impressed with the execution: Our low cost Airline, Our ShoppingMalliant, Our Bank for B2B... all taken over over nigth - with no bullshit (yet) style - just pure execution.
And Im NOT NEGATIVE or DEPRESSED - nope - Im impressed and happy to see some young (pretty young) dudes taking a hit at the establishment - AND I DONT CARE IF IT WILL SURVIVE or IF ITS LONG LASTING - since most of these companies would have gone bankrupt any. I just like the approach and I think I know better then quite a lot of people that you have to shoot a lot to make a homerun ',)
I migth be a little jaloux (positivly - I use jalouxi as a driver) at the fact - that its not me being on board in these tranactions. Since buying a SUPERMALL WITH PRESENCE IN 5 CITIES - next to nothing - by selling the property is smart. Specially if you also own some of the largest fasions retailers in UK. I hope that these guys have capital reserves to keep up with the speed - and that they can make some exits to keep up.
NOTE: The common saying here in denmark - is that the whole Icelandic phenomenon is sponsered by Russian money and made by insider trading - but I dont buy into that. Well DENMARK is more or less Maersk and his boards and his network all over (could be called INSIDER AS WELL) - and Iceland is a very small country and that means means a small business network. For the Russian thing - well whats wrong with Russian money (well some are Oligark money made - in maybe suspicious mannors - and should be avaoided 100%) but I see no difference to American, Japanese or German money. I like that Rusia is taking off - and if the guys choose to buy a football clud in Chelsea or Invest via Iceland fine with me. very fine.
Sunday, December 25, 2005
Friday, December 23, 2005
Wednesday, December 21, 2005
Had a visit today from P. Wessel - to have some pictures taken - I tried his Canon camera - AMAZING - I think I need to buy one.
I cant even exress how happy I get when 2 og my companies get together and do EXTRAORDENARY THINGS - Zyb got some help from the Hello guys ;)
Tuesday, December 20, 2005
The big guys reachiing out for low end businessIBM - Small & Medium Business - Managed services for e-mail security - United States
Monday, December 19, 2005
I´ve made my bet on India
I 100% believe in the team behind Indusview (se pictures below).
So what do they do:
IndusView taps into an ecosystem of networks that include captains of industry, entrepreneurs, analysts, lawyers, accountants, government officials and policy makers. Basicly an investmentbank - without a bank ;)
Friday, December 16, 2005
A fantastic trip to India - this week. Just got back - the Induvuiw guys are absolutely impressive.
Indian Business Standard interview - with me: caught up with Lund in New Delhi, and are still trying to figure out some of his answers. - hope Im not to crazy fror these guys - but well - "It is what it is".
Thursday, December 15, 2005
Wednesday, December 14, 2005
News - not consisting any news
Forbes writes: MS is comming with PC to Phone via MCI - am I the only one on the planet remembering this feature being in MS Messenger version 1 - with Net2Phone ? At our NeatWork office in Toldbod gade - we use the FREE SERVICE to call stores on Fith Avenue (got the numbers via Yellow Pages) back in 1998 - to impress clients during pitches.... (and darn we did a lot of pitches).
Forbes writes: MS is comming with PC to Phone via MCI - am I the only one on the planet remembering this feature being in MS Messenger version 1 - with Net2Phone ? At our NeatWork office in Toldbod gade - we use the FREE SERVICE to call stores on Fith Avenue (got the numbers via Yellow Pages) back in 1998 - to impress clients during pitches.... (and darn we did a lot of pitches).
Thursday, December 08, 2005
Im still in love with my first biotech venture - and now big things are happening (sorry to be a little secret - but i cant tell yet).
/morten
Wednesday, December 07, 2005
Saturday, December 03, 2005
