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Category Archives: Management

How does Amazon do it?

January 18, 2021by D/D Advisors Leave a comment

How does Amazon do it? – Amazon seems to have created a new model for building conglomerates

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Analyst Decoder Ring, Business Model, Management, Strategy

Like a Boss

October 19, 2020by D/D Advisors Leave a comment

Like a Boss – Do big company executives make for good start-up CEOs? It depends….

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Management, The Valley

Financial models – This is the Way

October 1, 2020by D/D Advisors Leave a comment

Financial models – This is the Way. Build simple, cash models. Models do not give answers, they show constraints and trade-offs, and are a tool for making informed decisions. We have a few suggestions on the right way to build them.

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Analyst Decoder Ring, Business Model, Management, Strategy, The Valley, Uncertainty

Trouble at Intel

July 28, 2020by D/D Advisors 2 Comments

Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.

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Analyst Decoder Ring, Apple, China, Components, Enterprise Electronics, Management, Qualcomm, Stocks, Strategy, The Street

Org Chart as a Service

July 22, 2020by D/D Advisors 2 Comments

Org Chart as an Service- Amazon’s growth is built on an incredibly flexible organizational structure

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Analyst Decoder Ring, Business Model, Management, Strategy

CFO – Dr. No vs. The Enabler

June 19, 2020by D/D Advisors 1 Comment

Good CFOs need to understand their companies. Their role shouldn’t be the Veto-holder or decision maker. Instead, they should help companies frame and measure decisions.

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Management, Strategy, Uncertainty

Raising and Spending Money in Uncertain Times

June 18, 2020by D/D Advisors 2 Comments

Raising and Spending Money in Uncertain Times – Even the best CEO needs help allocating capital, a wholly different skill than other CEO decisions.

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Management, Strategy, The Valley, Uncertainty

Intel Follow-Up – Data Centers

June 17, 2020by D/D Advisors 5 Comments

Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.

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Components, Enterprise Electronics, Management, Stocks, Strategy, The Street

How Can (Should) the US Re-Build Its Semis Industry?

May 18, 2020by D/D Advisors 3 Comments

UPDATED: This is an updated version of our post to reflect TSMC’s announcement this morning. This has been a busy week for the semiconductor industry. This topic has been eating […]

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Management, Qualcomm, Silicon, Strategy, Tin Foil Hat

Doing Business in China?

August 28, 2018by D/D Advisors 4 Comments

We are planning a series of posts on doing business in China. This has long been a mainstay of our work, and we now have enough distance from client engagements […]

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China, Management, Strategy

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