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Podcast: Tech Growth Stocks ZM ROKU FSLY BTC and more

I had a great time talking with Ryan Henderson and Brett Schafer on the Chit Chat Money podcast last week. They challenged me with questions on the bear case for Roku a...

October 21, 2020

Momentum is on CrowdStrike’s Side: Will it Last?

This is an analysis by David Marlin, equity analyst for Beth.Technology. In this analysis, he explains why he is long CrowdStrike.

October 14, 2020

Momentum List: September 2020

This is the inaugural momentum list report written by David Marlin. We will release this report on a monthly basis.

September 24, 2020

Beating Smart Money & Bloomberg Video

I realize you have a choice in the newsletters you subscribe to and my way of saying thanks is to offer original analysis. Most newsletters will wait for breakouts and ...

September 23, 2020

IPO Round Up

IPO Report card:As of late, the underlying goal of IPOs appears to be how to get retailers to pay as much as possible until the lock-up expires. It doesn't matter if Be...

September 16, 2020

Advertising Stocks Face New, Major Challenge With Apple’s iOS 14

In my latest Forbes article, I discussed a lesser-known announcement from Apple last month in regards to the required opt-in for the ID for Advertisers (IDFA).

August 05, 2020

Video: Our Stock Picking Strategy

About a week ago, Dan Shvartsman from Seeking Alpha interviewed Knox Ridley and I about the Zoom call we made last Fall, the trade made In January in the low-$60s, and ...

July 02, 2020

Why I'm Stacking Satoshis

Last July, I began covering bitcoin. The premise was based on three phases for widespread adoption: institutional adoption, global economic uncertainty, and mobile paym...

June 18, 2020
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