And then there were four…or three… or maybe it’s two
There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]
Category Archives: Strategy
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 […]
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 […]
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 […]
