Hardware is Hard – Fun with numbers – A hardware company could spend $3 million to launch their first device. A software company could get to revenue faster and still have a $1 million to market a product with recurring revenue.
How does Amazon do it? – Amazon seems to have created a new model for building conglomerates
Financial models – This is the Way. Build simple, cash models. Models do not give answers, they show constraints and trade-offs, and are a tool for making informed decisions. We have a few suggestions on the right way to build them.
Org Chart as an Service- Amazon’s growth is built on an incredibly flexible organizational structure
Traditional ventures have some good reasons for shunning investing in games, but that leaves a big blind spot for someone else to fill.
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 […]
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 […]
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 […]
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, […]
In our posts so far on eSports (and here and here), we have focused largely on investing in eSports through the eyes of parties looking to invest in teams. That […]