Operating at the Intersection of Technology and the Capital Markets
Category: Healthcare
Former Planet Fitness (ticker: PLNT), CEO Chris Rondeau was removed by PLNT's Board last week. If I were PLNT's Board I would pursue a fitness app strategy to augment the club business. There are several obvious benefits for pursuing such a strategy: 1.) Recurring revenue: Fitness app businesses would add a layer of recurring revenue. … Continue reading Planet Fitness Ought To Pursue A Fitness App Strategy
We have folded our CEORater-related content under our TEK2day brand. TEK2day will publish more content to YouTube in the coming weeks. Our YouTube content won't necessarily be published as a TEK2day podcast. We occasionally publish our content to LinkedIn, but not all of our content. The best way to find our content is here at … Continue reading TEK2day: All Things Technology & Capital Markets-Related
Generally speaking, the more parameters that a Large Language Model (LLM) has, the faster it learns. There are exceptions. For example, Google's original PaLM LLM had fewer parameters than PaLM 2, however PaLM 2 learns more efficiently than its predecessor. LLMs are of great importance given that they underpin Gen AI applications and services. The … Continue reading The Ever More Powerful Large Language Model
The equity market is too sanguine. Things feel too still. Could this be the calm before the storm, or, will another round of Fiscal stimulus and Fed easing abort the storm on the horizon, fiscal debt and inflation be damned? It is difficult to make a call on the fundamentals whether it be the price … Continue reading Nothing To See Here. Or Is There?
The price increases of goods and services in 2021, 2022 and YTD combined with higher interest rates have ensured that a recession will follow. The economic damage is done. The Fed could take interest rates to zero percent tomorrow and restart QE and it would not stave off this recession. Prices for goods and services … Continue reading This Economic Recession Is Baked In
Our view is that M&A activity will further slow from here (especially within Tech), given that valuations have rebounded to a large degree year-to-date (Tech in particular), but sales pipelines are not any more robust than they were in Q4'22 nor Q1'23. Further, the macro economic environment is not any stronger today than it has … Continue reading We Expect Less M&A Deal Activity in 2H 2023
We recently wrote Don’t Worry About The Debt Ceiling as a deal would inevitably get done as both sides want their pork. The spend-heavy Dems and GOP have reached a tentative debt ceiling deal. This means more fiscal spending that's not tied to production/GDP, more fiscal deficits, more debt and more inflation. The inflation tax … Continue reading Spend, Spend and More Spending
We have over 100 AI-related articles. Here are our top AI-focused articles. They cover all elements of AI including many companies that play in different corners of AI. Reach out to us with any questions at jmaietta@tek2day.com AI Is Nothing New, Yet We Are Only Scratching The Surface Build Your Own NLP Front-End AI-Powered Convenience … Continue reading All Things AI
AI is nothing new, yet we are only scratching the surface. I believe that every Technology company is incorporating broadly-defined "AI" into their products and services offerings at this juncture. "AI" at its core is based upon statistical models that underpin various advanced automation processes such as machine learning, deep learning, neural networks, natural language … Continue reading AI Is Nothing New, Yet We Are Only Scratching The Surface
I'm fully aware that Ad Revenue (Ad-related Revenue accounted for 78% of Google's total revenue in the March quarter) does not command the same multiple as subscription revenue, but should Microsoft command 2x GOOGL's valuation on an EV/Revenue and EV/ Cash from Operations basis? It would seem that GOOGL's valuation discount to MSFT is punitive. … Continue reading Google’s Discount To Microsoft Is Too Steep
You must be logged in to post a comment.