by David Shea | Jan 19, 2023 | Writings
The era of low interest rates, and the free money environment it created, is over. Nowhere is the impact of this change more evident than within Venture Capital (VC) Funds. With higher input costs, exits limited and facing down rounds for fresh capital, VC Fund...
by David Shea | Jan 27, 2021 | Writings
Not only are share buybacks by public companies the ultimate insult to the spirit of American innovation but an indirect form of share price manipulation that should be taxed to protect workers and taxpayers. From 2017-2019 companies in the S&P 500 bought back...
by David Shea | Jan 4, 2021 | Writings
According to the US Census bureau Garcia is the sixth most popular surname in the US. In fact, of the top fifteen surnames in the US, six are of Hispanic origin. This anecdotal evidence confirms that Latinos are the fastest growing US population demographic. Given...
by David Shea | May 17, 2020 | Writings
COVID-19 is the economic equivalent of a wildfire. The US economic landscape has blighted overnight and it will take time for new growth to appear. So, I am stunned by the speculative timetables being put forth by politicians about when the US economy will get back...
by David Shea | Apr 1, 2020 | Writings
With the recent passing of Jack Welch, GE’s iconic CEO, I wanted to highlight a moment in his career when he made a rare shift in his otherwise outspoken business philosophy. In March 12th 2009 interview with FT Jack denounced the business objective of “maximizing...
by David Shea | Mar 6, 2018 | Writings
In the Feb. 19 edition of Barron’s featured a story that dissected the valuation of General Electric but the article did not reference the question of “how did it come to this”? The fall of the GE Empire was driven by both exogenous events and self-inflicted wounds....
