Category: Analyst Decoder Ring
Posted Date:
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The Unicorn Ledge – Don’t Jump
That’s it. I am calling the top of the Bubble. I have been talking about the downturn for a while, but I have always been carefully vague about its timing. But I am now…
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Banker, Heal Thyself?
A lot of my childhood friends became lawyers. I am one of the few MBAs among them, and as a result I often end up getting their ‘business’ questions. From these questions, I…
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Should I Stay or Should IPO?
I haven been working with a number of companies lately who are trying to evaluate the relative merits of staying Independent versus raising Institutional venture funding or selling themselves. This involves making…
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How much would you pay for equity research?
I was an equity research analyst for ten years. I loved the work – meeting people, arguing with them and writing about it. I am also a big believer in the idea…
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Unicorn Problems? IPO Doldrums
There has been a lot of IPO news lately. First and foremost was the launch of my book on How to Take a Company Public. In the weeks since publication there have been…
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Sitting on the end of the Whip
There is a metaphor I hear occasionally to describe semiconductors – the idea of a bullwhip. A big part of running a successful chip company is accurately forecasting demand. Semiconductor manufacturing plants,…
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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 as an…
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Are IPOs going out of Fashion?
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 IPO sank…
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Qualcomm and China – 2/3rds of the way there: A Follow-up on some past posts.
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 operations there.…
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A Practical Guide to IPOs: Chapter 10 – Meet the Street
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 much weight…
