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Tag Archives: bubble

Divining the Sheep Entrails of the Tech Bubble

September 29, 2016by D/D Advisors 1 Comment

The Ancient Romans used a variety of divination methods to predict the future. My favorite was the way in which they would slaughter a Ram right before a major battle […]

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Analyst Decoder Ring, The Valley

The Funded and The Dead

October 16, 2015by D/D Advisors 1 Comment

The Bay Area and the broader Tech Industry are currently operating in an inflationary phase. I know you hate the word ‘Bubble’, so I will not call it that, but […]

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Strategy, The Valley

What is a Bubble? – My response to Ben Evans slide deck

June 17, 2015by D/D Advisors 3 Comments

Benedict Evans at Andreessen Horrowitz published a slide deck yesterday outlining his analysis showing that there is no ‘Bubble’ in tech. I read through the whole thing several times, and […]

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Analyst Decoder Ring, Stocks, The Street, The Valley

The Shape of Bubbles – The Madding Crowd

May 23, 2015by D/D Advisors 3 Comments

When capital is cheap, as it is today, it can be very hard to determine if a business is burning cash because it is ‘investing’ so heavily or if it is stuck in an market with unsustainable economics.

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Appconomy, Business Model, Strategy, The Valley

This is not a post about Bubbles

May 14, 2015by D/D Advisors 6 Comments

This post is not about Bubbles, or the popping of Bubbles. If that were the subject, I would have to spend the first few hundred words arguing why I think […]

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Analyst Decoder Ring, Appconomy, Business Model, M&A, The Valley

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