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Alibaba and B2B media October 26, 2007

Posted by Bernard Lunn in Uncategorized.
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While reading rather depressing news about B2B Media firms like Cygnus it is pretty wild to see news about a B2B Media firm raising $100bn in orders from institutional investors for its planned $1.5bn capital raising.

Yes, Alibaba is described as e-commerce not B2B Media, but what have they done other than build a database and add some software to enable better integration into user workflow? This is classic “rich data” and all B2B Media firms in the USA are sitting on similar goldmines.

Yes, as Warren Buffett pointed out on the same day, Chinese stocks are overvalued, but this is still a really good business even if you scaled back the valuation hype by about 90%.

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