Financial models – This is the Way
We work with a lot of early stage, and not so early stage, companies to help them build financial models. And we can save you a lot of reading now with our guiding principle – just build a simple...
View ArticleLike a Boss
Should big company executives run start-ups? This topic has come up for us a lot lately, and it is a bit sensitive, so we are going to try our best to be as diplomatic as possible. Everyone’s knee...
View ArticleHow does Amazon do it?
We were recently working on a project that required us to read through Amazon’s financials, and what we found really shocked us. In our many, many years of reading financial press releases we have...
View ArticleIntel 2.0’s customer dilemma
The big news this week was Intel’s announcement of its new strategy, doubling down on its fab and foundries. We wrote about it here and of course Ben Thompson did it even better here and here (paywall...
View ArticleWhat Makes a Good CEO?
Over the years we have written a lot about the qualities of a good CFO (and here). And over that time, we have worked with hundreds of CEOs at dozens of companies – from seed stage start-ups to some...
View ArticleWhat is going on at Intel?
We do not spend that much time on Intel, but it has been a hot topic lately and so we want to put down some of our thoughts on the company. We touched on some this on Ben Thompsons’s podcast a couple...
View ArticleFeasting to Death
A wise friend once told us that more start-ups die from overeating than from famine. Having lived the past few years in the trenches of fund-raising, we can attest to the truth of those words....
View ArticleStick a Fork in Them
After 30 years of dominance, the industry has come to come view Intel as a giant who has fallen on hard times. We do not think this is the right way to view the company, and it creates mental blind...
View ArticleThe Dullest Parts Matter the Most
We took a cost accounting class in business school. We transferred out before we failed. It was among the most boring experiences we have ever encountered. But that was the ignorance of youth, today...
View ArticleIntel Sales – Choose Your Adventure
Earlier this week, Intel put out some solid earnings results. We do not need to rehash those here, instead want to focus on one particular aspect of their numbers – their long term gross margin...
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