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. […]
Category Archives: Analyst Decoder Ring
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 […]
eSports: Reading between the lines with the OWL news
Last week, Blizzard announced further information about the financial arrangements for its Overwatch League (OWL) franchisees. The announcement covers a range of details largely focused on the Teams’ relationships with […]
Divining the Sheep Entrails of the Tech Bubble
The Ancient Romans used a variety of divination methods to predict the future. My favorite was the way in which they would slaughter a Ram right before a major battle […]
The Unicorn Ledge – Don’t Jump
That’s it. I am calling the top of the Bubble. I have been talking about the downturn for a while, but I have always been carefully vague about its timing. But I […]
Banker, Heal Thyself?
A lot of my childhood friends became lawyers. I am one of the few MBAs among them, and as a result I often end up getting their ‘business’ questions. From these […]
Should I Stay or Should IPO?
I haven been working with a number of companies lately who are trying to evaluate the relative merits of staying Independent versus raising Institutional venture funding or selling themselves. This […]
How much would you pay for equity research?
I was an equity research analyst for ten years. I loved the work – meeting people, arguing with them and writing about it. I am also a big believer in […]
Unicorn Problems? IPO Doldrums
There has been a lot of IPO news lately. First and foremost was the launch of my book on How to Take a Company Public. In the weeks since publication there […]
Sitting on the end of the Whip
There is a metaphor I hear occasionally to describe semiconductors – the idea of a bullwhip. A big part of running a successful chip company is accurately forecasting demand. Semiconductor […]
