Category: Business Model
Posted Date:
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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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Cryptoasset Primer 4: Philosophy and the Case for Bitcoin Adoption
This is part 4 of our series on the basics of cryptoassets. You can find Part 3 here, and the series begins here. One of the important, but also annoying, aspects of…
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How to invest in eSports other than buying a team
In our posts so far on eSports (and here and here), we have focused largely on investing in eSports through the eyes of parties looking to invest in teams. That analysis has…
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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…
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Abstraction vs. Disruption
By now we are all tired of hearing about ‘disruption’. The word has become over-used in many ways, and I am as guilty of its usage as anyone. There is something in…
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Technology as Debt
As a finance person working in technology, I have always been greatly intrigued by the idea of technical debt. This is the idea that as developers build technology products the realities of…
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Should Intel Split in Two? Probably Not
Monday’s post on Intel’s work to win Apple business generated a lot of traffic and Tweets. One follower on Twitter keeps coming at me with good questions. So Frog Man (@accretivegrowth), whoever you are,…
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Intel has 1,000 people working on a chip for iPhone? Of course they do
Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a few back-and-forths,…
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Are IPOs going out of Fashion?
Last was a bad one for public markets, at least a bad week for people who believe that tech companies can find a home in the public markets. First, the long-awaited Pure Storage IPO sank…
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Where are the IoT dollars?
I have been writing a lot about the Internet of Things (IoT), and mostly I have been writing cautionary things. While I believe there is great potential in IoT, and eventually we…
