Doing Business in China?
We are planning a series of posts on doing business in China. This has long been a mainstay of our work, and we now have enough distance from client engagements […]
We are planning a series of posts on doing business in China. This has long been a mainstay of our work, and we now have enough distance from client engagements […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
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, […]
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 […]