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Category Archives: Stocks

Profits are for Suckers

July 12, 2017by D/D Advisors 1 Comment

Once upon a time, in the olden days, companies started out small. They made something, they sold that something for a little bit more than it cost to make. They […]

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Intersections, IPO, M&A, Stocks, Strategy

My basic theory on tech investing

August 29, 2016by D/D Advisors Leave a comment

Investing in technology is about product cycles. This holds for both outside investors as well as company decision makers weighing product investments. If a company has the right product at the […]

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Stocks, Strategy, The Street, The Valley

Banker, Heal Thyself?

August 19, 2016by D/D Advisors Leave a comment

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 […]

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Analyst Decoder Ring, Business Model, Stocks, Strategy, The Street

Should I Stay or Should IPO?

December 29, 2015by D/D Advisors Leave a comment

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 […]

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Analyst Decoder Ring, IPO, Stocks, The Street, The Valley

How much would you pay for equity research?

December 16, 2015by D/D Advisors 1 Comment

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 […]

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Analyst Decoder Ring, Stocks, Strategy, The Street

Sitting on the end of the Whip

November 5, 2015by D/D Advisors Leave a comment

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 […]

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Analyst Decoder Ring, Components, Silicon, Stocks, Strategy

Are IPOs going out of Fashion?

October 12, 2015by D/D Advisors Leave a comment

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 […]

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Analyst Decoder Ring, Business Model, IPO, M&A, Stocks, Strategy, The Street, The Valley

A Practical Guide to IPOs Chapter 12B – Telling a Good Story with Above the Line Numbers

October 7, 2015by D/D Advisors 2 Comments

KEY LESSON: Investors hate volatility more than they love growth In the last post, I laid out an approach to providing initial guidance to investors, from the time of the […]

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IPO, Stocks, The Street

A Practical Guide to IPOs – Chapter 12: The Numbers Game

September 29, 2015by D/D Advisors 1 Comment

KEY LESSON: Optimize the model for a secondary offering, not the roadshow In this chapter, I am going to walk through how to prepare a financial model for the analysts […]

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IPO, Stocks, The Street

A Practical Guide to IPOs- The Eleventh Chapter – How to Tell a Story

September 24, 2015by D/D Advisors 1 Comment

KEY LESSON: The IPO roadshow should tell a story that is compelling   backed up by real numbers. In this chapter and the next I am going to walk through […]

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IPO, Stocks

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