How to Rebuild Research
To continue with this cycle on equity research (here and here and here) we thought we would try to imagine a new model for research. First, we have to differentiate […]
Category Archives: Strategy
Cryptoasset Primer 5: What are cryptoassets?
This is part 5 in our basic series on crypto assets. The series begins here and you can read part 4 here. In this post we want to take a […]
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 […]
A Tale of Three Cities
We recently helped a client with a project choosing a supplier. This raised some interesting management and strategy questions, so we thought a heavily anonymized post might be interesting here. […]
Cryptoasset Primer 4: Philosophy and the Case for Bitcoin Adoption
This is part 4 of our series on the basics of cryptoassets. You can find Part 3 here, and the series begins here. One of the important, but also annoying, […]
Is China really outpacing the US in software?
There has been a lot of talk in the press lately about China’s rising technology capabilities. There was a recent New York Times exploration of China’s growing ambitions in AI, as […]
esports: Where will the marketing dollars come from?
In our posts earlier in the year about esports (and here and here), we argued that esports have done a tremendous job of attracting viewers, but now the challenge is to […]
