Category: The Street
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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The Street, The Companies, Good Analysts, and Great Analysts
Last week, we published a few posts on Equity Research, and much to our surprise we got a lot of feedback on the subject. Apparently, there are a lot of people out…
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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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Ignore the giant stuffed bear
We have been working a fair amount in the blockchain world lately. Doing a lot of research. Talking to people. Working on a potential token sale. As we have noted, we are…
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A Practical Guide to ICOs
Lately, while we have been working on some cryptocurrency projects, we were also at the Consumer Electronics Show (CES) where not only was there nothing blockchain related, we also engaged with many…
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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…
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Why Uber Should Not Go Public (Yet)
Last week, Venture investor Fred Wilson gave an onstage interview at the Upfront conference which made headlines. He argued that Uber should go public. One of my favorite VC bloggers Mark Suster…
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Should I Stay or Should IPO?
I haven been working with a number of companies lately who are trying to evaluate the relative merits of staying Independent versus raising Institutional venture funding or selling themselves. This involves making…
