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Company NameCORE16 Inc.
CEODavid Cho
Business Registration Number762-81-03235
Address83, Uisadang-daero, Yeongdeungpo-gu, Seoul, 07325, Republic of KOREA

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article
박재훈투영인 프로필 사진박재훈투영인
Dot-com veteran: There’s no bubble now(Nov 3 2014)
created At: 2/1/2025
Neutral
Neutral
This analysis was written from a neutral perspective. We advise you to always make careful and well-informed investment decisions.
133690
Mirae Asset TIGER NASDAQ100 ETF
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Fact
Kanarick은 현재 닷컴 시장이 1999년 버블과 다르다고 언급함. 1999년에는 450~500개 기업이 IPO를 했고 상당수가 첫날 주가가 2배 이상 상승했음. 현재는 IPO 전 크라우드펀딩·엔젤투자 등 다양한 방식으로 자금을 조달함. 기업들은 실제 고객·매출을 바탕으로 높은 가치를 인정받고 있음. Kanarick은 Uber·Airbnb 등 플랫폼 기업과 소규모 푸드 브랜드 이커머스에 주목함.
Opinion
Kanarick 의 의견대로 예전만큼 단순한 버블은 아닐 수 있지만, 여전히 일부 종목이 과대평가되고 있다는 인상은 지울 수 없을 것 같습니다. 비록 기업들이 실질적인 고객과 매출을 가지고 있다 해도, 과열된 기대감이 어느 순간 급격한 주가 조정이나 시장 혼란을 유발할 가능성은 남아 있다고 생각됩니다.
Core Sell Point
기술주와 푸드 산업이 새롭게 떠오르고 있어도, 현재의 낙관적인 분위기가 또 다른 위험 요소로 작용할 수 있다는 점을 간과하기 어렵다.

Despite a few seemingly high-flying stock valuations, the dot-com sector isn’t in another tech bubble, Razorfish co-founder Craig Kanarick said Monday.

Comparisons, he said, are moot. “I think they’re really off base because both the market itself and the people are completely different than it was 15 years ago,” he said. “You know, in 1999, you had, what, 450, 500 IPOs and, like ours, a fifth of them doubled on the first day. We’re not going to see numbers like that, you know, even close to that this year.”

Kanarick, whose then-4-year-old interactive agency went public on April 27, 1999, watched his $16 stock double the same day. It was delisted from the in 2003 and eventually sold for $530 million.

On CNBC’s “Halftime Report,” Kanarick said that the tech investing scene had evolved.

“The IPO fever has changed to, I think, Series A fever, Series B fever, because these people are now going through crowdfunding, angel funding, Series A, Series B, all sorts of VC funding before they get to the public market,” he said. “And that’s radically different than it was 15 years ago.”

The dot-com era of the late 1990s, Kanarick added, was one in which companies were betting on a distant future of ubiquitous connectivity.

“I think what the bet was then was about a longer future, that when the Internet finally arrives for everybody, then we’ll have customers, then we’ll make money,” he said. “What’s happening for almost all these companies now, even with high valuations, is they have customers. A lot of them have revenue, so it’s just a different type of feeling.”

The veteran tech entrepreneur said that a couple of his current favorite tech names were Uber and Airbnb, “companies that are just sort of disrupting markets and taking assets that weren’t monetized and leveraging them. I think those are really exciting to me.”

Correct valuations, he added, were open to interpretation.

“It’s hard to tell, exactly,” he said. “They seem high, but at the same time I haven’t seen companies that grow and have the type of reach that those companies have had before.”

Twitter and Facebook remain “fascinating,” he said, expressing admiration for Pinterest, as well.

Kanarick’s second act involves an indie food purveyor, Mouth, which has raised funding via venture capital firms and private investors.

“We are part of this sort of growing movement of both a revolution in the food industry toward smaller brands and different type of manufacturing, and the huge, monster e-commerce trend,” he said.

While there is an increased interest in specific dietary profiles, such as gluten-free or the Paleo diet, Kanarick said that the food scene had evolved.

“I think also that people have taken an interest in food that they never have before. It’s a hobby for people,” he said. “Young people are spending probably more money on new restaurants and food products than they are on music and film. And so, I think that is a big part of it. People have an interest in where their food comes from, and they’re also rebelling against the equivalent of large pharma, large food, big food companies. They want stuff that feels better to them and is more pure.”

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