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Will Roku Go Boom Or Bust In 2020?
I recently wrote a report analyzing the future of Roku in 2020. My guess is investors will get Roku’s story wrong again this year as the company must choose between its...
The Trade Desk: Effects of Lower Ad Demand In 2020
Last week I wrote an article explaining why I’m pivoting away from the bull thesis for The Trade Desk for 2020.
Slack Set To Accelerate From Coronavirus And Work-From-Home
Last week, I wrote about Slack’s product-market fit, and why it's set to continue thriving in the work-from-home trend.
Netflix: Coronavirus Cements The Company as Untouchable
Last week in Forbes, I explained why Netflix will remain the leader in the OTT market.
Google And Facebook Stock: Is Weak Ad Demand Priced In?
In a recent article, I pointed out that ad-tech may have a long road ahead before previous levels of demand return. Despite increased usage, Facebook, Google and Twitte...
Can Uber Become Profitable This Year? Deep-Dive Analysis
Last March, I wrote a deep dive analysis on Uber and its ability to turn a profit this year. Despite the coronavirus causing the company to cut back operations nation-wide with declines of up to 80% in ride-sharing volume, Uber is receiving analyst upgrades based on the company’s variable cost structure
New Age Of Stock Market Volatility Driven By Machines
Throughout the generations, there have been world wars, depressions, recessions and financial market implosions, but this is the first market to be whipsawed by machines. What’s driving the intensity is algorithms which puts wealth preservation at stake as retirement funds compete against quant traders.
Zoom Video Analysis From Long-Time Bull
I recently discussed Zoom Video and its continued phenomenal rise. In the face of a global pandemic, the company has become the top performing stock on the NASDAQ this ...
