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Roku And Pinterest: Ad-Tech Earnings Review
On August 5th, Roku announced very strong Q2 results led by outstanding account growth. Total revenue grew 42% YoY to $356 million, representing a beat of 7% above consensus estimates
Work-From-Home Could Eradicate Telecom Hardware ($BAND)
Although there are many tech giants with products in the cloud-native communications space, such as Microsoft, Google and up-and-comer Zoom, the Tier 1 Network powering many of these voice features is offered by a little-known company called Bandwidth.
Advertising Stocks Face New, Major Challenge With Apple’s iOS 14
In the upcoming release of iOS 14 in September, Apple will make this an opt-in for every single application. This means a message will appear for every application using a mobile device ID asking for permission.
Video: Our Stock Picking Strategy
About a week ago, Dan Shvartsman from Seeking Alpha interviewed Knox Ridley and I about the Zoom call we made last Fall, the trade made In January in the low-$60s, and ...
Where’s The M In FAANG? Here’s Why 2020 Belongs To Microsoft
Today, tech stock investors would be remiss to not have cloud in their tech portfolio as the category has proven to be secular and insulated from economic drawdowns.
Why I'm Stacking Satoshis
Last July, I began covering bitcoin. The premise was based on three phases for widespread adoption: institutional adoption, global economic uncertainty, and mobile paym...
Investing in Tech Stocks (Podcast)
The average cloud software company reported 10% growth during the 2008-2009 recession. Meanwhile, we’ve seen the market react harshly towards companies guiding for 25% ...
Will We See Another Dot-Com Crash In Tech?
The saying “history does not repeat but it rhymes” has not yet applied to the dot-com bubble, when five years of euphoria burst into a 78% drop in prices over two years. Tech has largely gone unscathed as it has bumped oil from being the number one industry.
