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Cloudflare Stock Misses On Cash Flow In Q1
For Cloudflare, revenue growth is not an issue at this time. Yet, revenue growth is less meaningful in the current macro environment if the growth does not translate to a healthier bottom line.
Shopify Stock Hit By Plethora Of Headwinds In Q1
With Shopify’s stock in the gutter, is now a good time to buy the company? The answer is that it depends on your time horizon. The long-term story is intact but there are also opportunity costs to holding a stock that must be considered.
Alphabet Stock Shows Underlying Strength Compared To Facebook (Meta Platforms)
If an investor were to believe market price action this week, it would appear Facebook had strong earnings while Alphabet stumbled. Yet, the opposite is true. Primarily, it was strength in retail ads that led to Alphabet reporting healthy growth of 23%. Meanwhile, Meta Platforms (Facebook) reported revenue growth of 9.7% and is guiding for roughly 0% growth from $28.5 billion in Q2 2021 to $29 billion.
Beth Kindig of I/O Fund Appears on Fox Business News: TSLA, SNAP, ASAN, TWTR
Beth Kindig of I/O Fund joined Charles Payne of Fox Business News on April 22nd to discuss Tesla’s earnings and what it’ll take to get robotaxis on the road by 2024. She discusses a second company to keep an eye on that will likely safely facilitate more automation within vehicles.
I/O Fund Outperforms Leading Active Tech Funds in 2021
SAN FRANCISCO, CA – (BUSINESS WIRE) – I/O Fund, an actively managed tech portfolio that provides in-depth stock investing research and real-time trade alerts for retail investors, announces a 11.4% return for 2021 and 141% cumulative return from its inception through December 31, 2021. Both figures do not include dividends.
Facebook Stock: A Permanent Change To The Business Model
Below, we discuss the nuances of Facebook’s ad model compared to other mobile ad players and how we came to predict nearly three years ago that Facebook faced insurmountable issues with its product Audience Network
Roku Stock May Rebound From Easing Supply Chain Issues
Last week, we discussed signs of improvement at key automotive semiconductor suppliers and why this was affecting ad-tech stocks.
Supply Chain Issues Could Recover In Q3 2022
The semiconductor bottleneck has had a ripple effect and has impacted industries outside of automotive production, such as ad-tech. Nonetheless, we expect that this is only a temporary concern and that ad-tech will rebound in 2022 as supply chain issues begin to normalize.
