Month: February 2019

Scale Matters in Tech

Scale Matters in Tech

Scale matters in Tech. This has never been more true as businesses increasingly go global. Consider Netflix's $13 billion content investment in 2018. Amazon and its Borg-like Prime service is also a significant content player. To round out the “Big 3”, consider Disney and its ESPN+ SVOD (“subscription video on demand”) service as well as Disney’s … Continue reading Scale Matters in Tech

Build. Acquire. Repeat.<span class="badge-status" style="background:red">Premium</span> 

Build. Acquire. Repeat.Premium 

Some companies execute smart, strategic acquisitions better than others. Here’s a short list of publicly-traded FinTech & Info Services companies that do M&A well: CoStar Group (tkr: CSGP), Intercontinental Exchange (tkr: ICE), IHS Markit (tkr: INFO) SS&C Technologies (tkr: SSNC) and Verisk (tkr: VRSK). Click Here for Revenue, EBITDA and related metrics. We love FinTech … Continue reading Build. Acquire. Repeat.Premium 

Why Apple Needs to Build the Apple Car

Why Apple Needs to Build the Apple Car

Google, Amazon and Apple are in a war to control the extended home. The automobile is part of that equation. Google, Amazon and Apple are in a three-way heavyweight fight for home supremacy. When it comes to the home - if Google and Amazon are Joe Louis and Muhammad Ali (two pound-for-pound greats) then Apple is Archie Moore (a great heavyweight but … Continue reading Why Apple Needs to Build the Apple Car

Supervoting Shares = Poor Corporate Governance

Supervoting Shares = Poor Corporate Governance

The SEC ought not allow companies to issue supervoting or non-voting shares -  a method companies use to enable founders to exercise control beyond their share ownership. To my knowledge it has only been a few, high profile Technology companies that have used this trick. Alphabet (tkr: GOOG) split its stock into three classes in … Continue reading Supervoting Shares = Poor Corporate Governance

Software Powers the World. Augmented Reality Is How We Will Engage with It.

Software Powers the World. Augmented Reality Is How We Will Engage with It.

In a software-driven world, Augmented Reality ("AR") is the lens through which we will engage with it. Google has rolled out an AR-enhanced "Maps" application to a limited user set. The AR feature provides highly-specific location data/ navigation assist as an overlay to smartphone screens. The thought is that over time this technology will deliver … Continue reading Software Powers the World. Augmented Reality Is How We Will Engage with It.

Too Little Too Late. BB&T & SunTrust.<span class="badge-status" style="background:red">Premium</span> 

Too Little Too Late. BB&T & SunTrust.Premium 

BB&T announced that it plans to acquire SunTrust primarily in an effort to scale its technology capability such that it may deliver more on-demand services to customers. This is a corporate governance issue. You simply DO NOT have the luxury to wait for Payments upstarts like Square (tkr: SQ) to capture a $30B-plus valuation ($40B-plus … Continue reading Too Little Too Late. BB&T & SunTrust.Premium 

Our Evite for 1984

Our Evite for 1984

We've rolled out the red carpet for an Orwellian-like scenario. Here's how. 1.) Meta-collection of phone calls by the NSA under the Patriot Act. Essentially zero push back by we the people. This is child's play as compared to the information we willingly volunteer via personal smart devices. 2.) Broad adoption of smart devices with … Continue reading Our Evite for 1984

Securities Trading in A Blockchain World<span class="badge-status" style="background:red">Premium</span> 

Securities Trading in A Blockchain WorldPremium 

Private Blockchain Networks Will Soon Arrive It will take longer for blockchain to go mainstream than most industry analysts posit. Equity and Fixed Income trading networks, “smart” contracts for residential and commercial real estate and myriad consumer cases will all eventually become the norm. Private, closed-loop commercial networks (securities trading for example) will go mainstream … Continue reading Securities Trading in A Blockchain WorldPremium 

Competition Comes from Below: Part II

Competition Comes from Below: Part II

Magna International (tkr: MGA), got its start as a machine tool shop. Today, Magna is automotive supplier to major Auto OEMs, Tier I suppliers, Heavy Equipment manufacturers and Rideshare companies such as Lyft. Humble Beginnings Magna counts BMW, Ford, Honda, Hyundai, Tata, Tesla, Toyota, a number of the China-based Auto OEMs as well as a … Continue reading Competition Comes from Below: Part II

Competition Comes from Below: Part I

Competition Comes from Below: Part I

Chinese manufacturers have mastered the smartphone manufacturing process. Take the case of Shenzhen-based Zowee, which manufactures a variety electronic components including smartphone technology. Zowee like many contract manufacturers won their OEM business given they were a low-cost provider capable of quickly scaling operations to meet demand while adhering to mutually agreed upon quality standards. Over … Continue reading Competition Comes from Below: Part I