Category: Stocks
Posted Date:
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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…
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Blame Wall Street
Management teams can make bad decisions all on their own. The key is for management teams to be realistic with themselves about what their companies can achieve. Under-promise, over-deliver. That is the…
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The 5 Chip Companies Who Will Buy All the Others
Yesterday, Avago announced it was going to acquire Broadcom. These are both big companies, and their combination puts them squarely into the top five of global chip companies. As I mentioned in January, Semiconductor…
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What would cause the Tech Industry to slow down?
In my previous post, I skipped a step and made some guesses about how a slowdown in venture funding could ripple through the industry. Is such a slowdown likely? I would argue…
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Jana Vs. Qualcomm – The Only Thing to Fear is Fear Itself
I had an odd conversation recently. Speaking to a friend at Qualcomm, he said that the management team there was really worried about Jana Partners’ activist attack on the company. That did…
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Activists Target Qualcomm – And Get it Half Right
Last week, activist fund Jana Partners published a letter calling on Qualcomm to take several steps to improve shareholder value. (I know I am late in writing about this, but I literally…
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Retail Real Estate Stocks Scares Me
The real title of this post is “Is the market under-pricing technology obsolescence risk?”. Which is probably the most boring title I have ever written. So I went with the flashier title…
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Are there any value stocks in Technology?
I do not usually write about investment styles, but I suffered through two winters at the University of Chicago, which means that I am entitled to occasionally touch on the subject. I have…
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The RF Semiconductor Market – And Why It Matters
The RF Semis Market is about to undergo some dramatic shifts. For the past two years I have been neck deep in that market, but am no longer employed there. So I…
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A close-read of Qualcomm’s China press release
Qualcomm announced a settlement of the NDRC China investigation. The very dense press release raises as many questions as it answers. Bad news: a 46% reduction in royalty rates. Good news: lots…
