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Category Archives: The Street

A few thoughts on splitting up companies

October 7, 2014by D/D Advisors 2 Comments

After the big news this morning about HP splitting in two pieces, I wanted to put in my two cents. I have followed HP for a long time, but have […]

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Components, Networking, Stocks, Strategy, The Cloud, The Street

In which, the cause of the author’s absence is revealed

August 22, 2014by D/D Advisors Leave a comment

Some of you may have noticed that I have not been writing as frequently over the past few months. Today’s news should explain that. I have been a little busy. When […]

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The Street, Wireless

The Changing Structure of Financing Companies

August 18, 2014by D/D Advisors 1 Comment

A few weeks back, I read a post on Mark Suster’s Blog Both Sides of the Table called “The Changing Structure of the VC Industry”. It evoked a very strong […]

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IPO, Stocks, The Street, The Valley

Talking my book on Amazon

July 27, 2014by D/D Advisors Leave a comment

Amazon reported disappointing results on Thursday, knocking almost 10% off the stock on Friday. I think the company still has a lot going for it, and that this reaction is […]

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Mobile Web, Stocks, The Cloud, The Street, The Valley

What Value does Equity Research Provide?

July 21, 2014by D/D Advisors 1 Comment

I have been writing lately about the state of equity research. In the comments a few people mentioned alternatives that already exist, and I mentioned a couple in my post. I […]

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IPO, Stocks, The Street

Some challenges to fixing financial research

July 17, 2014by D/D Advisors 1 Comment

Following on my comments from a few days ago, any start-up that wants to attack the securities research space is going to face a few challenges. First, is that there […]

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Appconomy, IPO, Stocks, The Street

The declining quality of equity research

July 14, 2014by D/D Advisors 3 Comments

In my previous post, I lamented the decline in the business model behind traditional equity research. I think equity research can and should play an important part in the financial […]

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IPO, Stocks, The Street, The Valley

What ails equity research?

July 14, 2014by D/D Advisors 2 Comments

Last week, I posted on the future of the IPO market in response to an online interview with Marc Andreessen. I wanted to follow that up with some broader comments […]

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IPO, Stocks, The Street

IPO is dying, but technology can save it

June 30, 2014by D/D Advisors 3 Comments

I just read the Vox.com interview with Marc Andreessen about IPOs and the state of the global financial markets. There are really two parts to the interview: one about IPOs […]

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Appconomy, IPO, The Street, The Valley

How much is a social gaming user worth? King Digital files for an IPO

February 19, 2014by D/D Advisors 3 Comments

  King Digital filed to go public this morning. For people who enjoy this sort of thing (raise my hand) this F-1 has been eagerly anticipated for a while. King Digital (ticker […]

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App Economy, Appconomy, Google, iOS, IPO, Mobile Ads, Mobile Payments, Stocks, The Street

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