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 […]
Category Archives: Analyst Decoder Ring
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 […]
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 […]
A Tale of Three Cities
We recently helped a client with a project choosing a supplier. This raised some interesting management and strategy questions, so we thought a heavily anonymized post might be interesting here. […]
Break It Into Pieces: The Future of Transportation
Earlier this week we started this series breaking complex topics into discrete ideas of analysis. For this post, we want to tease out the strands around the future of transportation. […]
Break it into pieces: Blockchain, bitcoin, cryptocurrency and ICOs
As the year draws to a close, many sites are posting year-end wrap-ups and Top Ten lists, of various highlights of the year (or since its 2017, lowlights). Rather than […]
