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Category Archives: The Street

Buy the Dip? A good time to invest in something Deep Tech

June 29, 2022by D/D Advisors Leave a comment

Growth stocks are a good place to be at point of maximum market fear. However, this time around, we think the decades long trend will reverse and when we come out of this downturn hardware will outperform software.

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Analyst Decoder Ring, Silicon, Stocks, The Street

Signals to Crypto Ratio

June 21, 2022by D/D Advisors Leave a comment

49% of crypto projects are science projects with no commercial prospects. Another 49% are outright frauds. Both are worthless. That being said, the remaining 2% will some day be worth a lot of money. It is a very challenging signals to noise ratio.

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blockchain, Cryptoassets, The Street

The Shrinking of Arm

March 16, 2022by D/D Advisors Leave a comment

Arm is cutting jobs in advance of its IPO – we think their reasons for these cuts are likely misplaced, and probably creates more problems for them in the years ahead.

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Analyst Decoder Ring, IPO, Silicon, 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 5 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

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