Category: The Street
Posted Date:
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Qualcomm in China – Some Signs of Progress
I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and…
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New Financial Models: Alibaba’s Micro Loan Business
Yesterday, I wrote about a Marc Andreesen interview/Tweetstorm that called for disruption of financial products through better technology. One of the examples he gave was the use of big data tools and social…
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Adding to the “Entire Thing”
In an interview with Bloomberg Businessweek today, Marc Andreessen issued another clarion call for change. If software is going to eat the world, then when it comes to the finance industry “We…
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A few thoughts on splitting up companies
After the big news this morning about HP splitting in two pieces, I wanted to put in my two cents. I have followed HP for a long time, but have not been…
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In which, the cause of the author’s absence is revealed
Some of you may have noticed that I have not been writing as frequently over the past few months. Today’s news should explain that. I have been a little busy. When I write,…
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The Changing Structure of Financing Companies
A few weeks back, I read a post on Mark Suster’s Blog Both Sides of the Table called “The Changing Structure of the VC Industry”. It evoked a very strong response in…
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Talking my book on Amazon
Amazon reported disappointing results on Thursday, knocking almost 10% off the stock on Friday. I think the company still has a lot going for it, and that this reaction is overdone. Before I…
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What Value does Equity Research Provide?
I have been writing lately about the state of equity research. In the comments a few people mentioned alternatives that already exist, and I mentioned a couple in my post. I should highlight Estimize as…
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Some challenges to fixing financial research
Following on my comments from a few days ago, any start-up that wants to attack the securities research space is going to face a few challenges. First, is that there are already…
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The declining quality of equity research
In my previous post, I lamented the decline in the business model behind traditional equity research. I think equity research can and should play an important part in the financial markets. Unfortunately,…
