morten, good luck with your new firm! and watch out, it's pretty bubblish out there... ;)
 

Morten,
Please explain your fascination with the bubble concept. To me a bubble is characterized by the following:
* Fragile
* Does not represent real value but hype
* Will soon burst (and the contents - which are really nothing - will disappear into thin air)

So is hunting for bubbles pure speculation or do you have some underlying motive/reason?

Your friend
Jacob

PS: Maybe that hot air ballon I sent you was quite symbolic after all :-)
 

Or maybe he is only after the cash ?
 

Well this is a hard one. Really hornestly I never build any huge cashcows yet. I did some vvery disruptive companies and I did some with medium profit - but perfect marketshare in new markets. When I talk about bubble2.0 it not a facination - its just a fact and a bit Ironic (some of u outthere will know) - but Irony is wrong to use here - and I migth be blurring my own message: Dont build to sell Build to make a super disruptive or super profitable business - Dont listen to much to outsiders (specially not consultents... - Dont go IPO unless u r ld enough and patient enough - and take care of earnouts = you need to make the money back that someone paid you !
 

Who do you think is going to the next Morten Lund....?

http://www.flickr.com/photos/manipulation/84565553/in/set-537282/