A few thoughts on splitting up companies
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 […]
Category Archives: The Street
In which, the cause of the author’s absence is revealed
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 […]
The Changing Structure of Financing Companies
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 […]
Talking my book on Amazon
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 […]
What Value does Equity Research Provide?
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 […]
Some challenges to fixing financial research
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 […]
The declining quality of equity research
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 […]
What ails equity research?
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 […]
IPO is dying, but technology can save it
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 […]
How much is a social gaming user worth? King Digital files for an IPO
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 […]