Category: Stocks
Posted Date:
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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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More Wirless Infrastructure
In my post looking at all the good that Microsoft did for Nokia Networks, I touched on a subject that I want to explore further- the wireless infrastructure market. I know in…
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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 4 – The Cast of Characters
IPO Series #4 – The Cast of Characters – A Lesson in Incentives KEY LESSON: Every external party in the IPO has a different time horizon. Know who will stick around and…
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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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How to Go Public – The IPO Series – Chapter 1
A few months back I published a piece about the RF Semis Market. It was a topic I had been waiting a long time to write about. This post is the beginning…
