Chief Blockchain Officer
We have been thinking a lot lately about how to sustain crypto projects. In our recent post we discussed the role of “Investor Relations” in crypto, which we felt really […]
Category Archives: Strategy
A Proposal for Intel – Time to Go Private
Intel has been in the news lately, largely because of its CEO transition, which gives the impression of a company in turmoil. In truth, the root of Intel’s problems lay […]
When good companies go bad
As analysts, one of our favorite areas of exploration is how companies fail. We have long felt that big companies each carry their own pathology of decay and decline. In […]
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 […]
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. […]
