Category: Stocks
Posted Date:
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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 are not Broken, a response to Spotify’s CFO
Last week, Spotify’s CFO, Barry McCarthy, published an Op-Ed in The Financial Times, in which he claimed that the “US initial public offering market is broken.” Here at Digits to Dollars, we…
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Trouble for Intel in the Data Center?
Last week we published a piece arguing the not-so-outrageous case for Intel to get acquired by private equity as a forcing function for the drastic cultural change it needs to save itself.…
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Cryptoasset Primer 6: Why do we need so many?
This is part 6 of our ongoing series on the basics of cryptoassets. You can find part 5 here and the series begins here. In our last post we touched on the…
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Cryptoasset Investment Classes
We have been covering blockchain since 2010 and reading the first Bitcoin whitepaper. Like many people, we struggled for a long time just to understand what a blockchain was and why it…
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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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Profits are for Suckers
Once upon a time, in the olden days, companies started out small. They made something, they sold that something for a little bit more than it cost to make. They reinvested that…
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My basic theory on tech investing
Investing in technology is about product cycles. This holds for both outside investors as well as company decision makers weighing product investments. If a company has the right product at the right time…
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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…
