Category: Analyst Decoder Ring
Posted Date:
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How to Rebuild Research
To continue with this cycle on equity research (here and here and here) we thought we would try to imagine a new model for research. First, we have to differentiate the two…
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The Street, The Companies, Good Analysts, and Great Analysts
Last week, we published a few posts on Equity Research, and much to our surprise we got a lot of feedback on the subject. Apparently, there are a lot of people out…
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Equity Research Value Drivers
In our last post, we noted that investors, aka the Buy Side, are becoming much more discriminating in their consumption of and payment for equity research. Today, the research model seems to…
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Any hope for Equity Research?
As former analysts, we like to keep abreast of the Equity Research business. Unfortunately, the industry is not doing so well. As we detailed a few years ago, the industry faces a…
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A Tale of Three Cities
We recently helped a client with a project choosing a supplier. This raised some interesting management and strategy questions, so we thought a heavily anonymized post might be interesting here. The client…
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Break It Into Pieces: The Future of Transportation
Earlier this week we started this series breaking complex topics into discrete ideas of analysis. For this post, we want to tease out the strands around the future of transportation. Here three…
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Break it into pieces: Blockchain, bitcoin, cryptocurrency and ICOs
As the year draws to a close, many sites are posting year-end wrap-ups and Top Ten lists, of various highlights of the year (or since its 2017, lowlights). Rather than take that…
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Some Interesting Thoughts on the Economics of 3D Printing
I have gone dark for a while. Apologies for that, but I have several posts in the works, coming soon. In the meantime, I would like to point you to an interesting…
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eSports: Reading between the lines with the OWL news
Last week, Blizzard announced further information about the financial arrangements for its Overwatch League (OWL) franchisees. The announcement covers a range of details largely focused on the Teams’ relationships with their players…
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Divining the Sheep Entrails of the Tech Bubble
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 to augur…
