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Tag Archives: Bubbles

Shhh – don’t tell anyone, but the Bubble is over

July 20, 2017by D/D Advisors 4 Comments

We will be blunt. The Bubble is over. The days of easy money are over.  We are not trying to be alarmist, nor are we predicting some gloom and doom […]

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IPO, Management, Strategy, The Valley

Profits are for Suckers

July 12, 2017by D/D Advisors 1 Comment

Once upon a time, in the olden days, companies started out small. They made something, they sold that something for a little bit more than it cost to make. They […]

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Intersections, IPO, M&A, Stocks, Strategy

Technology as Debt

November 5, 2015by D/D Advisors 4 Comments

As a finance person working in technology, I have always been greatly intrigued by the idea of technical debt. This is the idea that as developers build technology products the […]

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Appconomy, Business Model, Strategy

The Shape of Bubbles – Ripples Beneath the Surface

July 7, 2015by D/D Advisors 7 Comments

I have become fixated, if not quite obsessed, with thinking about what will happen when the venture spigot gets shut off. I having been writing a lot about this (and […]

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Business Model, Strategy, The Valley

What would cause the Tech Industry to slow down?

May 14, 2015by D/D Advisors 3 Comments

In my previous post, I skipped a step and made some guesses about how a slowdown in venture funding could ripple through the industry. Is such a slowdown likely? I […]

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Stocks, The Street, The Valley

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