Month: July 2022

META’s Remake Is No Sure Bet

META’s Remake Is No Sure Bet

META's remake is no sure bet. The Facebook blue business is yesterday's business. Its best attribute is that it generates significant free cash flow that may be deployed toward remaking the company.Instagram is in the process of being retooled. IG's recommendation algos are being rewritten to more closely match TikTok's - meaning users would see … Continue reading META’s Remake Is No Sure Bet

A Short & Shallow Recession?

A Short & Shallow Recession?

What is the logic to suggest that a "short & shallow" recession is likely? Isn't it more likely things will get worse before they get better? The U.S., Europe and China are experiencing economic slowdowns. The U.S. is in a recession if you believe the Atlanta Fed (GDPNow for Q2 2022 is -1.6%. See GDPNow … Continue reading A Short & Shallow Recession?

Google Is Getting Its Payments Act Together

Google Is Getting Its Payments Act Together

Google finally combined its Google Wallet and G-Pay apps within the U.S. with Wallet as the surviving app. Google Wallet digests G-Pay. Wallet is the surviving app and enables users to retain G-Pay's NFC payments (cardless payments), capability. In addition, Wallet enables users to include other cardless transaction types such as loyalty cards, gift cards, … Continue reading Google Is Getting Its Payments Act Together

When Incumbents Try To Disrupt an Industry

When Incumbents Try To Disrupt an Industry

VW CEO Herbert Diess will step down. This news is hardly a surprise as legacy Auto OEMs struggle to transition to the EV world. The transition to EVs is difficult for legacy Auto OEMs from a financial, cultural and operational execution standpoint. Tesla (ticker: TSLA), capitalized on the first mover advantage to capture the market-leading … Continue reading When Incumbents Try To Disrupt an Industry