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Category Archives: The Street

A Bridge Too Far: Financial Modeling

March 31, 2021by D/D Advisors 2 Comments

A Bridge Too Far: Financial Modeling – Bridging Actuals and Forecast financial models is not fun.

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Analyst Decoder Ring, The Street

Spac-a-Mole

February 19, 2021by D/D Advisors Leave a comment

Spac-a-Mole – There seem to be more SPACs than targets, and these Bubble valuations can become a problem for companies that go down this path.

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Analyst Decoder Ring, Stocks, The Street

The SPAC Hangover

January 25, 2021by D/D Advisors 1 Comment

The SPAC Hangover – More fun with numbers – how a SPAC creates some very weird incentives to part like it’s 1999.

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IPO, M&A, The Street

SPACs – the Morning After

January 20, 2021by D/D Advisors 2 Comments

Serious as a SPAC Attack – In the glow of a SPAC acquisition, companies need to spare a thought for what life will be like as a public company.

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IPO, M&A, The Street

The Joy of SPACs

January 15, 2021by D/D Advisors 4 Comments

The Joy of SPACs – SPACs are a form of Celebrity Capital. But they can also be seen as a cry for help from the financial markets for reform of the IPO process.

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Analyst Decoder Ring, IPO, The Street

A Lesson in Gravity

October 16, 2020by D/D Advisors Leave a comment

The Haves and the Have Nots – No one can predict how the economy will fare, for now the tech industry is propped up by a healthy dose of investor cash. Eventually this spigot will be shut off, and it is important to be prepared for a long winter.

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The Street, The Valley, Uncertainty

Everybody Wants to Be a Technology Company

October 13, 2020by D/D Advisors 1 Comment

Everybody Wants to Be a Technology Company – Big companies working with start-ups requires a lot of patience and flexibility on both sides

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Strategy, The Street, The Valley

Money for (Almost) Nothing

October 5, 2020by D/D Advisors 3 Comments

Money for (Almost) Nothing – Many start-ups are sitting on valuable data. We think there is an opportunity for companies, such as Accounting Software makers to earn a healthy side income monetizing that data.

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Analyst Decoder Ring, The Street, The Valley

Trouble at Intel

July 28, 2020by D/D Advisors 3 Comments

Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.

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Analyst Decoder Ring, Apple, China, Components, Enterprise Electronics, Management, Qualcomm, Stocks, Strategy, The Street

5 chip companies revisited

July 24, 2020by D/D Advisors 2 Comments

5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.

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Analyst Decoder Ring, Components, M&A, Qualcomm, Stocks, Strategy, The Street

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