First off, since we blog so much about companies we like, and use a lot of their services, often times, its not hard to figure out what we're looking at.
But, be that as it may, I went through the thought exercise today of what would happen if we made our deal log publicly available. Its not something we're likely to do, but its interesting to think about what the repercussions would be.
So, let's say that everytime we see a new deal, it goes up on a publicly available list.
Here's what I think most people would consider the issues to be and why I'm not sure they're that big of a deal:
- Pricing pressure