Trouble for Intel in the Data Center?
Last week we published a piece arguing the not-so-outrageous case for Intel to get acquired by private equity as a forcing function for the drastic cultural change it needs to […]
Category Archives: Stocks
Cryptoasset Primer 6: Why do we need so many?
This is part 6 of our ongoing series on the basics of cryptoassets. You can find part 5 here and the series begins here. In our last post we touched […]
Cryptoasset Investment Classes
We have been covering blockchain since 2010 and reading the first Bitcoin whitepaper. Like many people, we struggled for a long time just to understand what a blockchain was and […]
Equity Research Value Drivers
In our last post, we noted that investors, aka the Buy Side, are becoming much more discriminating in their consumption of and payment for equity research. Today, the research model […]
Any hope for Equity Research?
As former analysts, we like to keep abreast of the Equity Research business. Unfortunately, the industry is not doing so well. As we detailed a few years ago, the industry […]
Profits are for Suckers
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 […]
My basic theory on tech investing
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 […]
