4 thoughts on “ThinkEquity’s first The First Cardinal Sin”

  1. Wow, what a post on the ThinkEquity subject. The only thing, it wasn’t my idea. I first came across notion of blog based research on your site here, which I think you got from James Enck. Your post on blogs inspired me to comment on how to structure a framework to incorporate blogs into investment research… which later lead me to stir up interest among Babson MBA students to create a model for collecting and analyzing equity research along the lines of an open source framework.

    The point is, when people take credit for other’s ideas as their own, it ailienates the people who have contributed. I don’t think ThinkEquity or others has to give credit to every single person involved, but to take sole credit is a mistake on brand building, not to mention overstepping.

  2. don’t you think you might be looking at it narrowly? i just read it as he saw what was going on at Alwayson and just decide to transfer it to his business. i don’t think he was saying tony gave him the specific idea of using blogs for equity research, etc. also even if he did get the specific idea from tony, was he saying tony was the first to come up with it? being a neutral reader, i would have to assume others came up with the specific idea years ago since there is so much thought generation in the blogosphere. (yes, i write for AlwaysOn, but i’m being neutral on this and don’t know michael moe)

  3. well bernard, i know tony did not come up with it. in fact, what he is talking and what always on is something that don’t sync up at all. when i read the article on new york times, it was clear to me that he was giving tony the credit. my feeling is that we should give the credit where its due. james called it and that’s his idea.

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