A Practical Guide to IPOs – Chapter 13: Five Years in the Wilderness
KEY LESSON: The only way to recover from a broken IPO is a string of good results, and a lot of time. One of the last IPOs I worked on […]
KEY LESSON: The only way to recover from a broken IPO is a string of good results, and a lot of time. One of the last IPOs I worked on […]
Last was a bad one for public markets, at least a bad week for people who believe that tech companies can find a home in the public markets. First, the long-awaited Pure Storage […]
KEY LESSON: Investors hate volatility more than they love growth In the last post, I laid out an approach to providing initial guidance to investors, from the time of the […]
There was an interesting analysis from the awesome team at Chipworks (with a good analysis from Ars as well) out last week showing that Apple’s new A9 processor for its […]
Let me say upfront that this post is a rant, you may want to stop reading here if you want to avoid getting worked up about this topic. A family […]
I have been writing a lot about the Internet of Things (IoT), and mostly I have been writing cautionary things. While I believe there is great potential in IoT, and […]
KEY LESSON: Optimize the model for a secondary offering, not the roadshow In this chapter, I am going to walk through how to prepare a financial model for the analysts […]
KEY LESSON: The IPO roadshow should tell a story that is compelling backed up by real numbers. In this chapter and the next I am going to walk through […]
Back in January, I wrote about Qualcomm’s position in China. At the time, there were rumors that the company was nearing an agreement with the Chinese government addressing the company’s […]
KEY LESSON: Liquidity, as measured by trading volume, matters more than share price No plan ever survives first contact with the enemy. Or, if 19th century Prussian generals do not carry […]