The declining quality of equity research
In my previous post, I lamented the decline in the business model behind traditional equity research. I think equity research can and should play an important part in the financial […]
Category Archives: Stocks
What ails equity research?
Last week, I posted on the future of the IPO market in response to an online interview with Marc Andreessen. I wanted to follow that up with some broader comments […]
How much is a social gaming user worth? King Digital files for an IPO
King Digital filed to go public this morning. For people who enjoy this sort of thing (raise my hand) this F-1 has been eagerly anticipated for a while. King Digital (ticker […]
So you want to throw an IPO? Part 4 – Pick your liquidity
This is Part 4 of my ongoing examination of the IPO Process, you can start at Part 1 or last week’s Part 3. In that last post, I went through […]
So you want to have an IPO: How NOT to report your first quarter’s results
Twitter reported results last night. They delivered revenue and EPS, for the past quarter and guidance, ahead of expectations. Nonetheless the stock fell 25% today. This was their first quarter […]
The One Metric that matters most in Taiwan – non-PC Revenue
I heard an interesting metric today. A friend of mine had just gotten back from Taiwan where he was looking for a contract manufacturer for his clever new device. He […]
So you want to have an IPO?
For the next few months I am going to periodically write about the IPO process. This is a subject that has been kicking around in my head for a while. […]
A question for the audience – IPOs ?
Before I get to today’s subject, I wanted to pose a question to my readers. I have a long series of posts I have been thinking about writing. I wanted […]
How profitable is AWS?
We have been traveling a lot over the past two weeks visiting investors for our day job. In one of our last meetings, about five minutes into the conversation we […]
Capital Flows and You
For almost five years now the Bay Area has been on an economic tear. While the rest of the world tried to sort itself out from the aftermath of the […]
Digits to Dollars 