Ignore the giant stuffed bear
We have been working a fair amount in the blockchain world lately. Doing a lot of research. Talking to people. Working on a potential token sale. As we have noted, […]
Category Archives: The Street
A Practical Guide to ICOs
Lately, while we have been working on some cryptocurrency projects, we were also at the Consumer Electronics Show (CES) where not only was there nothing blockchain related, we also engaged […]
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 […]
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 […]
