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: The Street
IPOs have not reached their expiration date
The last few months have seen a lot of discussion about the viability and importance of IPOs (Initial Public Offerings of stock), especially for US tech companies. There is a […]
IPOs are not Broken, a response to Spotify’s CFO
Last week, Spotify’s CFO, Barry McCarthy, published an Op-Ed in The Financial Times, in which he claimed that the “US initial public offering market is broken.” Here at Digits to […]
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 […]
Investor Relations for Cryptoassets
In our last post, we examined the way that bad actors can take advantage of the round-the-clock trading of cryptoassets to mount an attack, and potentially ruin, a small token. […]
Congratulations on your ICO. What do you do now?
Sometimes when we see things in the crypto world, they really strike a nerve – problems that need to be solved, experience to be drawn from other fields. This happened to […]
Cryptoasset Investment Classes
We have been covering blockchain since 2010 and reading the first Bitcoin whitepaper. Like many people, we struggled for a long time just to understand what a blockchain was and […]
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 […]
The Street, The Companies, Good Analysts, and Great Analysts
Last week, we published a few posts on Equity Research, and much to our surprise we got a lot of feedback on the subject. Apparently, there are a lot of […]
Equity Research Value Drivers
In our last post, we noted that investors, aka the Buy Side, are becoming much more discriminating in their consumption of and payment for equity research. Today, the research model […]