Category: Strategy
Posted Date:
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How to Rebuild Research
To continue with this cycle on equity research (here and here and here) we thought we would try to imagine a new model for research. First, we have to differentiate the two…
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Cryptoasset Primer 5: What are cryptoassets?
This is part 5 in our basic series on crypto assets. The series begins here and you can read part 4 here. In this post we want to take a look at…
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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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A Tale of Three Cities
We recently helped a client with a project choosing a supplier. This raised some interesting management and strategy questions, so we thought a heavily anonymized post might be interesting here. The client…
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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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Is China really outpacing the US in software?
There has been a lot of talk in the press lately about China’s rising technology capabilities. There was a recent New York Times exploration of China’s growing ambitions in AI, as well as…
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esports: Where will the marketing dollars come from?
In our posts earlier in the year about esports (and here and here), we argued that esports have done a tremendous job of attracting viewers, but now the challenge is to attract sponsors…
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Welcoming Our Software Overlords
Not so long ago, we were working with a client. The CEO of the company had asked me to build some forecasting models for the company’s new business unit with a soon-to-be-launched…
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Hardware is not just hard, it is Expensive
Lately, it has become commonplace in the tech blogosphere to say that “Hardware is Hard“. There are a few reasons for the sudden prominence of this strand of commentary. Several large Internet…
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Faith in a Higher Power
There is this stereotype that the Tech Industry is populated entirely by atheists. There is the gag in the HBO series “Silicon Valley” where Erlich scolds someone that “Christianity is almost outlawed…
