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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
KEY LESSON: The only way to recover from a broken IPO is a string of good results, and a lot of time. One of the last IPOs I worked on […]
Last was a bad one for public markets, at least a bad week for people who believe that tech companies can find a home in the public markets. First, the long-awaited Pure Storage […]
