Comments on: I really like the travel site Kayak… http://4realz.net/2007/12/i-really-like-the-travel-site-kayak/ Authentic Real Estate and Internet Marketing Conversations Thu, 18 Mar 2010 21:12:22 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Dustin http://4realz.net/2007/12/i-really-like-the-travel-site-kayak/#comment-436 Dustin Sat, 22 Dec 2007 05:51:40 +0000 http://4realz.net/2007/12/21/i-really-like-the-travel-site-kayak/#comment-436 I hear you Mike... No doubt that there is obviously some good business rational behind it (like you laid out), but by skepticism meter starts going off when a travel site that appears to make most of it's money off of google ads (although there may be other revenue streams), starts needing a $1B valuation in order for investment models to pay off. I hear you Mike… No doubt that there is obviously some good business rational behind it (like you laid out), but by skepticism meter starts going off when a travel site that appears to make most of it’s money off of google ads (although there may be other revenue streams), starts needing a $1B valuation in order for investment models to pay off.

]]> By: mike simonsen http://4realz.net/2007/12/i-really-like-the-travel-site-kayak/#comment-437 mike simonsen Fri, 21 Dec 2007 17:45:52 +0000 http://4realz.net/2007/12/21/i-really-like-the-travel-site-kayak/#comment-437 I dunno Dustin. The combined firm is $85mil in revenue, (presumably) growing at a strong clip, and a diverse product line. Only 60 employees so fantastically profitable. That's an attractive IPO. Assume they grow the top line to say $150mil next year. They go public at a lofty multiple, could be a $1bil exit. That pays off for everyone. Good for them. I dunno Dustin. The combined firm is $85mil in revenue, (presumably) growing at a strong clip, and a diverse product line. Only 60 employees so fantastically profitable.

That’s an attractive IPO. Assume they grow the top line to say $150mil next year. They go public at a lofty multiple, could be a $1bil exit. That pays off for everyone. Good for them.

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