Cryptoasset Primer 6: Why do we need so many?
This is part 6 of our ongoing series on the basics of cryptoassets. You can find part 5 here and the series begins here. In our last post we touched […]
Cryptoasset Investment Classes
We have been covering blockchain since 2010 and reading the first Bitcoin whitepaper. Like many people, we struggled for a long time just to understand what a blockchain was and […]
How to Rebuild Research
To continue with this cycle on equity research (here and here and here) we thought we would try to imagine a new model for research. First, we have to differentiate […]
The Street, The Companies, Good Analysts, and Great Analysts
Last week, we published a few posts on Equity Research, and much to our surprise we got a lot of feedback on the subject. Apparently, there are a lot of […]
Cryptoasset Primer 5: What are cryptoassets?
This is part 5 in our basic series on crypto assets. The series begins here and you can read part 4 here. In this post we want to take a […]
Equity Research Value Drivers
In our last post, we noted that investors, aka the Buy Side, are becoming much more discriminating in their consumption of and payment for equity research. Today, the research model […]
Any hope for Equity Research?
As former analysts, we like to keep abreast of the Equity Research business. Unfortunately, the industry is not doing so well. As we detailed a few years ago, the industry […]
