Category: Analyst Decoder Ring
Posted Date:
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Quick thoughts on Uber’s IPO S-1 Filing
After the close today, Uber (finally) filed to go public. Below we offer some quick thoughts after waiting for a very long time to see their numbers. First off, there is a…
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This is why we can’t have nice things
Recently, a friend of ours at the Haas School of Business asked us to review a case study he was preparing to analyze the poor level of profits that handset makers suffer.…
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Intel for Mellanox?
There is some news out of Intel yesterday, and an even more interesting rumor. The news is that they have chosen a new CEO. We do not know Mr. Swan, and have…
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The State of the 5G Baseband
Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.
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Non-disclosure Apple
We will admit at the outset that this post is a nostalgic rant, a wish for a bygone era. A few weeks back Apple announced that they will no longer disclose unit…
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Crypto and Wall Street Sitting in a Tree…
One of the great threads of commentary in the cryptoasset space is the relationship between the traditional financial industry (i.e. Wall Street) and the ‘disruptors’ (i.e. cryptoassets). This relationship has many layers.…
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And then there were four…or three… or maybe it’s two
There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm production. This…
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IPOs have not reached their expiration date
The last few months have seen a lot of discussion about the viability and importance of IPOs (Initial Public Offerings of stock), especially for US tech companies. There is a theme among…
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Investor Relations for Cryptoassets
In our last post, we examined the way that bad actors can take advantage of the round-the-clock trading of cryptoassets to mount an attack, and potentially ruin, a small token. In this…
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When good companies go bad
As analysts, one of our favorite areas of exploration is how companies fail. We have long felt that big companies each carry their own pathology of decay and decline. In this post,…
