Category: ecommerce

META & The UFC?

META & The UFC?

Meta Platforms (META) would provide the UFC an on-ramp to the metaverse. The UFC would provide META with valuable global content that could both serve as grist for META's virtual reality mill and provide META with a competitive edge in the content wars versus TikTok, Apple (AAPL), Amazon/Prime Video/Twitch (AMZN), Apple (AAPL), Google/YouTube (GOOG), Microsoft/Xbox … Continue reading META & The UFC?

Regulating Crypto

Regulating Crypto

All Central Banks wish to control the money supply. The Federal Reserve is no different. To date Bitcoin and Ethereum alone are off approximately $1.4 Trillion from their collective peak (this type of inflation is not captured in CPI statistics nor in the velocity of money - which helps explain why velocity did not accelerate … Continue reading Regulating Crypto

The Metaverse Is At Least A Decade Away

The Metaverse Is At Least A Decade Away

The Metaverse becoming reality is at least a decade away if not 20-25 years away. The Metaverse as we imagine it is one with rich graphics, hundreds of millions of users and billions of online transactions. There are two primary obstacles preventing this reality: The Metaverse suffers from poor graphics. Content companies including Meta Platforms/Facebook … Continue reading The Metaverse Is At Least A Decade Away

Apple’s Ad Business Is About To Get Bigger

Apple’s Ad Business Is About To Get Bigger

Apple's (ticker: AAPL), advertising revenue playbook may look something like this two-step plan: 1.) Provide Apple customers with the ability to turn off targeted advertising via their iPhones (Apple's ATT initiative HERE); 2.) Once the competition (Meta Platforms, Snap, Google and others), has been dealt a significant advertising revenue blow, subsequently insert Apple targeted ads … Continue reading Apple’s Ad Business Is About To Get Bigger

Amazon Ups Its M&A Effort

Amazon Ups Its M&A Effort

Amazon (ticker: AMZN), has become more aggressive on the M&A front under new CEO Andy Jassy. We have seen this across the Entertainment, Health and Robotics sectors - each highly strategic in our view. Entertainment: Amazon recently closed its acquisition of MGM for $8.5 billion. The MGM acquisition onboards the James Bond franchise - a … Continue reading Amazon Ups Its M&A Effort

Amazon’s iRobot Acquisition

Amazon’s iRobot Acquisition

We wrote about Amazon's (AMZN), project Vesta in 2019 (click HERE). Along those lines, Amazon recently announced that it plans to acquire iRobot (IRBT), a deal which will accelerate Amazon's Vesta strategy, which is essentially to gather information about the home via an autonomous robot (good news for the staff at Amazon Robotics). The folks … Continue reading Amazon’s iRobot Acquisition

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?