Analyst Decoder Ring – Page 22

Analyst Decoder Ring, Appconomy, Business Model, M&A, The Valley

This is not a post about Bubbles

This post is not about Bubbles, or the popping of Bubbles. If that were the subject, I would have to spend the first few hundred words arguing why I think we are…

D2D Advisory

May 14, 2015

Analyst Decoder Ring, Business Model, M&A, Silicon, Stocks, The Street

Semiconductor Consolidation is Coming

The semiconductor industry is not really a growth industry anymore, and resembles the steel industry as much as anything. That means scale matters, leaving M&A as the most likely path to growth,…

D2D Advisory

January 22, 2015

Analyst Decoder Ring, Business Model, Strategy

Scarce Commodities – Strategy and Execution

Execution and Strategy Having stood on both sides of the line – analyst and corporate executive – I have done a lot of thinking about how companies succeed and what characteristics an…

D2D Advisory

January 7, 2015