Non-disclosure Apple
We will admit at the outset that this post is a nostalgic rant, a wish for a bygone era. A few weeks back Apple announced that they will no longer […]
Category Archives: Analyst Decoder Ring
Crypto and Wall Street Sitting in a Tree…
One of the great threads of commentary in the cryptoasset space is the relationship between the traditional financial industry (i.e. Wall Street) and the ‘disruptors’ (i.e. cryptoassets). This relationship has […]
And then there were four…or three… or maybe it’s two
There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]
IPOs have not reached their expiration date
The last few months have seen a lot of discussion about the viability and importance of IPOs (Initial Public Offerings of stock), especially for US tech companies. There is a […]
Investor Relations for Cryptoassets
In our last post, we examined the way that bad actors can take advantage of the round-the-clock trading of cryptoassets to mount an attack, and potentially ruin, a small token. […]
When good companies go bad
As analysts, one of our favorite areas of exploration is how companies fail. We have long felt that big companies each carry their own pathology of decay and decline. In […]
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 […]
