cfo $grpn. building ai-native finance.

New York, NY
Joined May 2009
Enjoyed doing our first long-form interview with @NickNemo17 on how we are rebuilding Groupon into an AI-native experience marketplace. Three years in, it has been quite the journey, and it feels like we are just getting started. @dusenn
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Excited to bring the conversation on our ai transformation to the public square
Today we announced a series of upcoming ways for shareholders to hear directly from Groupon's management. Three live sessions over the next month. Aug 19: CEO Dusan Senkypl joins Yahoo Finance live during the 3 p.m. ET hour Aug 25: Dusan and CFO Rana Kashyap host a Space right here, taking shareholder questions, around 11:45 a.m. ET Sept 10: An investor Q&A, livestreamed on our IR site Exact times and access details will be posted here ahead of each one. Full release: investor.groupon.com/press-r…
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Rana Kashyap retweeted
$GRPN Investor presentation link here. Very interesting thing hidden in the appendix - Dusan selfevaluating himself. So far giving himself 3/5 only. He is a humble guy. s22.q4cdn.com/731250486/file…
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"Research is formalized curiosity. It is poking and prying with a purpose" Zora Neale Hurston
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Market internals are suggesting economic growth in 2020 will be better than expected; cyclicals (banks, industrials) breaking out, while defensives (utilities, secular growth) breaking down.
Contrarians Note: Barron’s poll of money managers out this weekend found only 27% bullish, the lowest in more than 20 years.
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Schwab CFO: “We are seeing new firms trying to enter our market -- using zero or low equity commissions as a lever”. Is this capital as a weapon? Or savvy marketing play as profit pools shift from commission to order flow and AUM fees? @bgurley
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Monthly Google searches for the term "recession" jumped 226% between January and August and continue to climb, approaching volume levels last seen during the 2008-09 financial crisis.
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The dream is free but the hustle is sold separately
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"Superior returns often follow from investor aversion" - Howard Marks
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Down 5 at start of the day. 4 birdies in last 6 holes. 66 in final round of #TheOpen. What a comeback after Marion. Congrats to Phil
Phil Mickelson just took the lead at #TheOpen. Leaders coming down the home stretch. Amazing display of golf in the final round
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"Compromise" is an honorable word - Rep. @john_dingell on @StephenAtHome
"Go big or go home" Dean Nohria's remarks at #commencement #hbs13
Its as if Govt of India only wants the rich to buy homes - Jerry Rao, Chairman VBHC m.siliconindia.com/realestat…
Another $500mm+ settlement - this time it is Citi. Has anyone gone to jail yet? Unclear if wrist slaps send the msg on.wsj.com/XWB5jh
We live in messed up world when people who trade value are better compensated than people who build value - paraphrasing @RogerLMartin #WEF
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