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early bitcoin bull analysis

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 ...

January 07, 2021
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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.

January 05, 2021
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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...

January 05, 2021
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Q3 Earnings: Zoom Video, Okta, Snowflake, Crowdstrike And Elastic

In this analysis, we review the recent earnings reports from Zoom Video, Okta, Snowflake, Crowdstrike, ZScaler and Elastic.

December 26, 2020
podcast-motley-fool-big-tech-plus-stock-buy-right-now

Podcast with Motley Fool: Big Tech Plus the 1 Stock I’d Buy Right Now

I had the privilege of joining Tim Beyers and Brian Feroldi on The Motley Fool podcast earlier this month.  In the hour-long interview, we cover topics such as big tech...

December 16, 2020
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Tech Growth Earnings Review for Q3 2020 - Part 3

In the 3rd part of my Q3 earnings analysis, I review reports from Zoom Video, Okta, Snowflake, Crowdstrike, ZScaler and Elastic. Zoom Video

December 14, 2020
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Google Cloud Will Not Be Able To Overtake Microsoft Azure

Google Cloud certainly has the technical chops and engineering talent to compete with Microsoft Azure and Amazon’s AWS when it comes to cloud infrastructure, edge computing – and especially inferencing/training for machine learning models.

December 08, 2020
Why It's Too Late for Google Cloud to Overtake Microsoft Azure

Why It's Too Late for Google Cloud to Overtake Microsoft Azure

In our latest Forbes report, we discuss why Google (Alphabet) may have missed a critical window this year for the infrastructure piece. We also analyze how Microsoft d...

December 07, 2020
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