Top Tech Stock News
Newsletter
Pinterest and Snap Show V-Shaped Recovery; Cloudflare Guns for Zero-Trust
2020 earnings from ad-tech stocks have shown us that digital advertising has rebounded sharply from the pandemic recession lows.
Why SPACs are (Sometimes) Better than IPOs
SPACs offer retail investors the ability to invest early in a company’s life cycle. In the case of Snowflake, a company that went public via a traditional IPO, retail investors did not have this opportunity. By the time Snowflake debuted on the public markets, the share price had soared over 200% from its indicated opening price.
The Crucial Difference Between Roku and Netflix
Last week, I posted an article exploring the difference between Roku and Netflix. In the article, I pointed out that because Netflix came in strong with the recent earn...
Netflix And Roku Stock: The Crucial Difference
Netflix came in strong with the recent earnings and there is no reason to expect Roku will not also come in strong especially as Covid and stay-at-home orders have accelerated the shift towards Connected TV.
Podcast: My favorite picks for 2021, Zoom Video, and IPOs/SPACs
Earlier this month, I joined Jason Calacanis and Alex Wilhelm on “This Week in Startups.” We discussed the current state of the IPO market, Zoom’s pricing power, top st...
My Early Bitcoin Bull Analysis
I first recommended Bitcoin to my free newsletter readers in June of 2019. Although I was already a proponent of Bitcoin (enough even to attend conferences), I knew it ...
FuboTV: Solid Positioning For Sports Betting
Our analysis starts with audience growth because this is the predominant key metric in media. We also discuss the financials including the forward guidance. Lastly, we discuss why live sports OTT is a unique opportunity and why we think FuboTV is positioned well for free-to-play fantasy games and sports betting.
FuboTV's New Path for Monetization: Sports Betting
Last week, we discussed why live sports OTT presented a unique opportunity for FuboTV and why we think it is positioned well for free-to-play fantasy games and sports b...
