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 […]
Category Archives: Business Model
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 […]
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 […]
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, […]
How to invest in eSports other than buying a team
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 […]
Banker, Heal Thyself?
A lot of my childhood friends became lawyers. I am one of the few MBAs among them, and as a result I often end up getting their ‘business’ questions. From these […]
Abstraction vs. Disruption
By now we are all tired of hearing about ‘disruption’. The word has become over-used in many ways, and I am as guilty of its usage as anyone. There is […]
