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October 15, 2021

Ad Tech Stock Earnings - What to Expect for Q3 2021 Earnings


In this earnings preview, we review key companies in ad-tech to gauge what to look for in the upcoming Q3 earnings reports.

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October 13, 2021

Is Bumble Stock a Better Buy Than Tinder?


In this short video, Bradley comments on Bumble's low valuation but faster growth rate relative to Tinder!

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October 8, 2021

Sentiment Puts a Floor Under this Dip


For passive investors, this has been an easy year to be a bull. The market is up over 17% YTD in what is one of the lowest volatility years since 2017.

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October 1, 2021

Apple VS Facebook on Ads and Consumer Privacy: Let’s Get Ready to Rumble


Two years ago, the I/O Fund wrote about Apple’s mobile privacy changes and kept our newsletter readers aware of these changes as they rolled out. Going into earnings, we are seeing headlines that Facebook may be affected.

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September 24, 2021

Crypto Trading Apps Coinbase and Robinhood Will Decline in Q3 --- but by How Much?


Despite Bitcoin’s recent decline, volatility is actually decreasing and the asset is beginning to stabilize in terms of historical performance.

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September 17, 2021

Podcast: This Week in Startups and I/O Fund on Tech Investing


The I/O Fund believes venture capitalists are some of the world’s best tech growth investors so we were thrilled to join Jason Calacanis on This Week in Startups.

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September 10, 2021

3 Different Ways Companies Can Game Their Topline Growth Rates


Learn three different ways that growth companies can cosmetically juice their topline growth rates! Equity Analyst Bradley Cipriano provides techniques that investors can use to uncover these tricks and also provides an example of how investors can use this information to find high-quality growth companies.

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September 8, 2021

The Key To Unlocking The Metaverse Is Nvidia’s Omniverse


Last week, I wrote that Nvidia could surpass Apple in five years as the artificial intelligence economy will be nearly four times larger than the mobile economy that drove Apple. To get an understanding of how big the AI economy will be, we pointed towards estimates of AI adding $15 trillion in GDP once it reaches maturation in 2030 compared to mobile adding $4.4 trillion to GDP in the current year.


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