Category: Analyst Decoder Ring
Posted Date:
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Why the Disconnect? Public vs. Private investors on IoT
I have been doing a lot of work around IoT (the Internet of Things) lately. It is a subject of near universal interest among the kinds of people I hang out with. Hardware,…
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A Practical Guide to IPOs Chapter 8 – The Expectations Game
A Practical Guide to IPOs Chapt 8 – The Expectations Game – When you provide analysts with numbers, make sure they are numbers you can beat. Choose a number that: 1) you…
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Chapter 7 – The Dividing Line or How to Prepare for Public Markets
KEY LESSON: Be reasonable about what your company can accomplish In the last chapter, we took a speedy tour through the IPO process. I now want to return to that key pint…
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IPO Series Chapter 6 – “The Process”
KEY LESSON: Be prepared. Decisions made before the IPO can have lasting implications long after the IPO. In this chapter, I am going to use broad strokes to walk through the IPO…
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IPO Series Chapter #5 – How to Pick Your Bankers
KEY LESSON: Pick your underwriters based on their research analysts and equity salespeople, not their relationship banker. I first had the idea for this series after breakfast several years ago. I was meeting…
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IPO Series #4B – Cast of Characters – Investors
KEY LESSON: It helps to understand investors’ individual time horizons, incentives and career perspectives. Or you should get help with your Investor Relations strategy. Now we get to the meat of the process.…
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A Practical Guide to IPOs – Chapter 4C – A Few Words on Inventives
I feel that I have to drag out this post a little bit. One of the key messages I want to convey in this series is that as private companies become public…
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IPO Series Chapter 2 – Why Go Public?
Key Lesson: At some point, going public becomes inevitable (This is Chapter Two in My IPO Series. You can find Chapter One here.) There are textbooks reasons for going public: Access to…
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What is a Bubble? – My response to Ben Evans slide deck
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 I could…
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Can you Pivot at $24 billion? – A Communication Strategy for Twitter’s Turnaround
The big news yesterday was Twitter’s announcement that they are going to change CEOs. The company has been struggling with public market investors since its IPO, and this change has been speculated…
