Category: Social Media

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

CES Week: Device OEMs Should Not Underestimate Consumers’ Concerns Around Data Privacy and CyberSecurity.

CES Week: Device OEMs Should Not Underestimate Consumers’ Concerns Around Data Privacy and CyberSecurity.

Lots of cool new consumer devices will be on display at CES this week. Personally I enjoy video-related technology because if a picture is worth 1,000 words, how many words is a video worth? We’re working to incorporate more video content into our messaging this year. One message that I will be watching for coming … Continue reading CES Week: Device OEMs Should Not Underestimate Consumers’ Concerns Around Data Privacy and CyberSecurity.

Don’t Give Investors A Reason to Say “No”

Don’t Give Investors A Reason to Say “No”

Investors Allocate Premium Valuations to That Which They Understand My theory is that institutional investors implicitly penalize complexity. I base my theory largely on 23 years of capital markets experience and intuition and admittedly have little data to support it. I believe that investors will invest a dollar in Company A assuming that "A" has … Continue reading Don’t Give Investors A Reason to Say “No”

Facebook – Things Will Get Worse Before They Get Better<span class="badge-status" style="background:red">Premium</span> 

Facebook – Things Will Get Worse Before They Get BetterPremium 

Things Will Get Worse for Facebook Before They Get Better. A Second Act Is Required. Our thesis is simple. User growth has slowed and in the recent June quarter declined. We expect this trend to continue in the near-term as the following factors negatively impact Facebook’s business. Declines in User Trust and Engagement: The Cambridge … Continue reading Facebook – Things Will Get Worse Before They Get BetterPremium 

Don’t Believe The Hype

Don’t Believe The Hype

Cryptocurrency firms fell from grace (Chain and Lightyear merged to form Interstellar) as valuations and expectations got too far ahead of themselves for both the various "coin" firms as well as for blockchain - the distributed database technology that enables digital currency transactions. We are long-term bullish on each - particularly blockchain. The crypto space … Continue reading Don’t Believe The Hype

Disruption – It’s the Punch You Don’t See that Hurts<span class="badge-status" style="background:red">Premium</span> 

Disruption – It’s the Punch You Don’t See that HurtsPremium 

Disruption Rarely Announces Its Arrival Ask Curtis Stevens - the gentleman who was knocked on his posterior by Gennady Golovkin in our header image - if he saw the punches coming.  Ask former Microsoft CEO Steve Ballmer if back in the early 2000's he knew SaaS/cloud-based service delivery models would dominate the software landscape.  Ask … Continue reading Disruption – It’s the Punch You Don’t See that HurtsPremium 

Technology News from the Week: June 25th 2018

Technology News from the Week: June 25th 2018

Technology news items that caught our attention this week: Waymo to launch robo-taxis in Europe: Link Phoenix AZ as petri dish for autonomous driving: Link Kroger is launching a fully driverless delivery service: Link In the “Service, Maintenance, Repair” category: the US Army is using machine learning to predict when combat vehicles need repair: Link … Continue reading Technology News from the Week: June 25th 2018

Facebook Collateral Damage

Facebook Collateral Damage

Facebook has removed access to legitimate applications such as Apply Magic Sauce due to the backlash from the Cambridge Analytica scandal. Unfortunately, when a negative event occurs the corporate response is typically one that overshoots and overcorrects, a ham-fisted approach (Hulk smash!) rather than a logical, methodical approach. Rather than take the time to educate … Continue reading Facebook Collateral Damage

The Facebook, Cambridge Analytica Uproar – Nothing New Here

The Facebook, Cambridge Analytica Uproar – Nothing New Here

The Facebook uproar - wow! I’m shocked that people are shocked. We put our lives online for the world to see – the temptation for nefarious actors to act is there. We can’t be surprised at the result. What happened? Facebook and UK-based Cambridge Analytica (“CA”) are at the eye of the storm. What occurred … Continue reading The Facebook, Cambridge Analytica Uproar – Nothing New Here

Square’s Jack Dorsey – Technology’s Best CEO Value

Square’s Jack Dorsey – Technology’s Best CEO Value

Square's Jack Dorsey – Tech's Best Value Over Past 14 Months We dipped into our CEORater database as we regularly do and ran a query to return the Technology stocks with the greatest stock price appreciation over the period January 3rd 2017 through February 23rd 2018. We then took the Top 20 Technology Companies as … Continue reading Square’s Jack Dorsey – Technology’s Best CEO Value