My basic theory on tech investing
Investing in technology is about product cycles. This holds for both outside investors as well as company decision makers weighing product investments. If a company has the right product at the […]
Category Archives: The Street
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 […]
Why Uber Should Not Go Public (Yet)
Last week, Venture investor Fred Wilson gave an onstage interview at the Upfront conference which made headlines. He argued that Uber should go public. One of my favorite VC bloggers […]
Should I Stay or Should IPO?
I haven been working with a number of companies lately who are trying to evaluate the relative merits of staying Independent versus raising Institutional venture funding or selling themselves. This […]
How much would you pay for equity research?
I was an equity research analyst for ten years. I loved the work – meeting people, arguing with them and writing about it. I am also a big believer in […]
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 […]
Unicorn Problems? IPO Doldrums
There has been a lot of IPO news lately. First and foremost was the launch of my book on How to Take a Company Public. In the weeks since publication there […]
Are IPOs going out of Fashion?
Last was a bad one for public markets, at least a bad week for people who believe that tech companies can find a home in the public markets. First, the long-awaited Pure Storage […]
A Practical Guide to IPOs Chapter 12B – Telling a Good Story with Above the Line Numbers
KEY LESSON: Investors hate volatility more than they love growth In the last post, I laid out an approach to providing initial guidance to investors, from the time of the […]
A Practical Guide to IPOs – Chapter 12: The Numbers Game
KEY LESSON: Optimize the model for a secondary offering, not the roadshow In this chapter, I am going to walk through how to prepare a financial model for the analysts […]
