_sword

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Rising tensions at Ro as healthcare unicorn struggles to grow beyond first win(techcrunch.com)
1 points by _sword 5y ago|0 comments
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by _sword 5y ago
Unqork
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by _sword 5y ago
Everyone has been using sentiment analysis for a while with any recorded call with executives. Frankly it’s often not exceptionally helpful and having longer duration knowledge about a company and its executives can be better for understand
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by _sword 5y ago
I've been part of taking a number of software companies public and it's always a taxing process because of the amount of work to be done and regulations to be observed. I have massive respect for the executives who can manage this
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by _sword 7y ago
So that's why my OneDrive sync hasn't been working at all.
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by _sword 7y ago
We had total freedom to give any rating we could justify. We downgraded banking names under coverage, or gave unfavorable ratings to some of the names that bankers wanted us to add to coverage. These sometimes led to calls from banking (mod
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by _sword 7y ago
Some companies like Microsoft were highly rigorous in managing information disclosure, and also in maintaining a lengthy quiet period. I could often hear investor relations at MSFT in the backgrounds of calls flipping through their internal
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by _sword 7y ago
Thank you for the update! I contacted Ghostery back in 2017, though I don't recall when exactly, and at that time I received a response from a salesperson. I was working on a project to try and understand market share of digital market
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by _sword 7y ago
The banking side is a different topic than the post at hand here. No doubt in my mind that banking functions as a relationship driven business - you're right there.
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by _sword 7y ago
Whisper numbers are still totally around, but as buy-side expectations in my experience. I'd often field calls around earnings from investors who were trying to understand what everyone else was expecting from earnings results. There w
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by _sword 7y ago
I disagree in part with this. I had complete freedom to publish a report in contradiction with the firm's interest, which is also backed up by regulation. Investment banking and equity research on the sell-side is firmly divided by com
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by _sword 7y ago
I was one of those people on Wall Street and it doesn't work like that to the extent you're thinking anymore. In my experience, relationships with consultants at big name firms could offer better channel checks, but pretty much no
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by _sword 7y ago
One of the wildest things I found while working on Wall Street was that ad blockers are wholesale selling data to analysts and funds. For example, I reached out to Ghostery asking if they had data about the data analytics tech / ad tec
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by _sword 7y ago
Strongly disagree. Sell-side research and models, which are what's discussed in this article, are strictly monitored for material non-public information (MNPI). Further, most institutional investors now are closely monitoring the infor
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by _sword 7y ago
I think that's the point though. Every growth software company wanted to have a beat and raise quarter, so they would manage expectations down to be able to offer exactly that, often no matter the quality of the earnings. As a sell-sid
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by _sword 7y ago
Hi former Wall Street enterprise software analyst here. Financial models were, generally speaking, tightly managed by the companies being modeled. For each upcoming quarter and full year, management (typically investor relations, sometimes
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by _sword 7y ago
I used to work on Wall Street and this is spot on how we guessed at valuations for cash flow negative companies when we were trying to show bottom-up valuation analyses. Otherwise, we might compare the company to a list of peers and value i
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by _sword 7y ago
Wework disclosed in this S-1 that the vast majority of its members are small organizations or a handful of seats purchased by “enterprises.” In the event of an economic downturn I wouldn’t think WeWork could reasonably expect to collect on
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by _sword 7y ago
I liked The Gods Themselves until it got into the freaky three-way sex of the parallel universe aliens.
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by _sword 7y ago
My friend's brother was bitten by a lone star tick on Long Island and since has developed that syndrome. It's been pretty funny trying to figure out what we can cook for him at our BBQ's since apparently the meats he's a
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by _sword 7y ago
This sounds like it should be included in my yet-to-be-written biography. I fell into exactly this trap at one point.
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by _sword 7y ago
Few if any institutional investors are looking at CRM on a P/E basis. They're valuing the company usually on EV/Sales and EV/FCF.
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by _sword 7y ago
I find this comic sums up that feeling quite well: https://existentialcomics.com/comic/33
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by _sword 7y ago
Interestingly, institutions such as Simmons (highlighted in this article) are partnering with online education platform vendors such as 2u to bring their campus online. Using 2u as an example, the schools offload all of the marketing for ca
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by _sword 7y ago
I was a wall st enterprise software equity research analyst until recently so let me shed some light on the methodology here. The Morgan Stanley analyst offered three target prices across his bull / bear / base case analyses, whic
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by _sword 7y ago
Agreed. I primarily use Reuters and Bloomberg as my news sources and this is core to why I chose those.
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by _sword 7y ago
Not really. When you take a look across the landscape of companies such as CRM, NOW, WDAY for enterprise SaaS, or even DBX for consumer-facing SaaS, their margins and free cash profiles tend to be around the mid-teens on Non-GAAP op. margin
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by _sword 8y ago
Thanks for outlining what I largely objected to within this article. I read this as a reductive misapplication of the author’s experience in mathematics and domains of machine learning to broader discussions of intelligence in a way that st
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by _sword 8y ago
Slack chose Goldman to lead the direct listing process. They also hired a Goldman senior research analyst to lead the investor relations arm, and likely to then move him up quickly in the finance group to higher exec positions.
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by _sword 8y ago
It is a pathway into buyside research analyst seats, and I have a number of colleagues who attempt that path. I just don’t see that as something I’m interested in doing. There’s less opportunity to move into areas like private equity, which

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