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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 ...
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...
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.
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...
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
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.
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...
