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The Emperor and his Enablers – Some 180-year-old Advice that WeWork (and Others) Didn’t Heed

So the Emperor went in procession under the rich canopy, and everyone in the streets said, “How incomparable are the Emperor’s new clothes! what a train he has to his…

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The Perils of Puffery – IPO Prospectuses in the Age of the Unicorns

2019 has proven to be a challenging year for a number of tech IPOs.  The swooning media speculation about mega-valuations has given way to the hard reality of investor skepticism…

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Watching the Ostrich Stick its Head in the Sand: How Required Disclosure is not Effective Disclosure

So I saw this post on the Slack backchannel for The Information (a tech news site) just after Uber reported its second quarter results: “Can someone explain Uber’s extraordinary charge…

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It’s the Share Price, Stupid! (and more) – the perils of underestimated IR

Investor Relations is strangely an afterthought for many a management team, especially in fast growth sectors like technology. While they will spend large sums for PR advice in the never-…

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An IR Perspective on Uber’s Early Struggles as a Public Company

Tech investors and the media have been scrutinizing the long list of unicorns coming to market. Uber was the clear standout given its speculated valuation of nearly $120 billion. However,…

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Tyrion Lannister and the Importance of Investment Stories

“There is nothing in the world more powerful than a good story. Nothing can stop it. No enemy can defeat it.” Who would have expected that Tyrion Lannister, in the…

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A Tech Canary is Wheezing, and Banking Has Some Advice

Facebook is wheezing under the onslaught of angry politicians and a skeptical media. A proverbial canary in the technology coal mine that seems not fully aware of what afflicts it.…

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