Category: The Street
Posted Date:
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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 3 – Reasons to Not Go Public
KEY LESSON: The IPO involves changing one group of business partners for another entirely different, largely unknown group As I noted in my last post, most companies have little choice but 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…
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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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Here are 12 chip companies that will probably get bought in the next few years
In my continuing series of listicles, I wanted to follow up my note from last week about the acquirors in semis, with a piece today on the likely targets. The way I…
