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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.

January 26, 2021
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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...

January 13, 2021
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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
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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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