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Category Archives: IPO

The Shrinking of Arm

March 16, 2022by D/D Advisors Leave a comment

Arm is cutting jobs in advance of its IPO – we think their reasons for these cuts are likely misplaced, and probably creates more problems for them in the years ahead.

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Analyst Decoder Ring, IPO, Silicon, The Street

Global Foundries IPO!!!

October 8, 2021by D/D Advisors 1 Comment

Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.

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IPO, Silicon, Stocks

The SPAC Hangover

January 25, 2021by D/D Advisors 1 Comment

The SPAC Hangover – More fun with numbers – how a SPAC creates some very weird incentives to part like it’s 1999.

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IPO, M&A, The Street

SPACs – the Morning After

January 20, 2021by D/D Advisors 2 Comments

Serious as a SPAC Attack – In the glow of a SPAC acquisition, companies need to spare a thought for what life will be like as a public company.

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IPO, M&A, The Street

The Joy of SPACs

January 15, 2021by D/D Advisors 5 Comments

The Joy of SPACs – SPACs are a form of Celebrity Capital. But they can also be seen as a cry for help from the financial markets for reform of the IPO process.

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Analyst Decoder Ring, IPO, The Street

A Look at Roblox’s User Data

December 8, 2020by D/D Advisors Leave a comment

A Look at Roblox’s User Data – Roblox has done a great job of growing its user base and providing content for older users, it also appears to have immense potential to expand geographically and to improve monetization

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Analyst Decoder Ring, Gaming, IPO

If You Know, You Know – The Power of Roblox

November 24, 2020by D/D Advisors 1 Comment

If You Know, You Know – Roblox’s S-1 demonstrates what a power it has become in gaming and entertainment.

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Gaming, IPO

Unity Technologies – We Want to Believe

November 13, 2020by D/D Advisors Leave a comment

Unity Reported Q3 Earnings – We really like the company’s long-term vision, and want to believe in a more graphical future. But their numbers raise a lot of questions.

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Gaming, IPO, Stocks

Quick thoughts on Uber’s IPO S-1 Filing

April 11, 2019by D/D Advisors Leave a comment

After the close today, Uber (finally) filed to go public. Below we offer some quick thoughts after waiting for a very long time to see their numbers. First off, there […]

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Analyst Decoder Ring, IPO

Why is no one investing in games?

October 4, 2018by D/D Advisors 1 Comment

Traditional ventures have some good reasons for shunning investing in games, but that leaves a big blind spot for someone else to fill.

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Android, Apple, Business Model, eSports, Google, iOS, IPO, Mobile Web, The Valley

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