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I/O Fund’s Semiconductor Q3 2021 Earnings Preview
Taiwan Semiconductor officially opened the sector’s earnings with a bang as it beat consensus estimates and also guided strong revenue in the fourth quarter. Specifically, the company’s Q3 YoY sales growth of 16% beat estimates by 0.5% while guidance for Q4 sales growth represents an acceleration to 23% YoY growth, which came in ahead of the consensus estimate by 1%.
Q3 Stock Earnings Preview - What to Expect for 7 Ad Tech Stocks
This quarter, we chose to go over Roku, Snap, PubMatic, The Trade Desk, Magnite, Pinterest, and Digital Turbine.
Ad Tech Stock Earnings - What to Expect for Q3 2021 Earnings
In this earnings preview, we review key companies in ad-tech to gauge what to look for in the upcoming Q3 earnings reports.
Is Bumble Stock a Better Buy Than Tinder?
In this short video, Bradley comments on Bumble's low valuation but faster growth rate relative to Tinder!
Sentiment Puts a Floor Under this Dip
For passive investors, this has been an easy year to be a bull. The market is up over 17% YTD in what is one of the lowest volatility years since 2017.
Apple VS Facebook on Ads and Consumer Privacy: Let’s Get Ready to Rumble
Two years ago, the I/O Fund wrote about Apple’s mobile privacy changes and kept our newsletter readers aware of these changes as they rolled out. Going into earnings, we are seeing headlines that Facebook may be affected.
Crypto Trading Apps Coinbase and Robinhood Will Decline in Q3 --- but by How Much?
Despite Bitcoin’s recent decline, volatility is actually decreasing and the asset is beginning to stabilize in terms of historical performance.
Podcast: This Week in Startups and I/O Fund on Tech Investing
The I/O Fund believes venture capitalists are some of the world’s best tech growth investors so we were thrilled to join Jason Calacanis on This Week in Startups.
