Operating at the Intersection of Technology and the Capital Markets
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A key reason why I wrote yesterday that a Disney (DIS) sale would not be announced until the end of 2024 or in 2025 is that Disney has to be thinking about the Biden Administration's FTC head Lina Khan blocking a potential deal, whether it be for pieces of Disney such as ABC, or for … Continue reading A Disney Sale: The FTC and Potential Acquirers.
We told you that ZoomInfo (ticker: ZI) shares were overvalued in August (HERE) despite the 25% haircut the day we published. Today's 15% haircut gets ZI shares in a more rational valuation space. However, I have always questioned how ZI calculates "organic" revenue growth, particularly when it was regularly rolling in acquisitions. Now that it … Continue reading We Have Never Liked ZoomInfo (ZI)
I don't believe that management teams will provide investors with formal 2024 guidance on September quarter EPS calls. However, there should be some interesting data points to pick-up on. 2024 Budgets: Most companies will not provide full 2024 budget commentary and may not provide any 2024 commentary at all. However, I would expect companies to … Continue reading What’s Important To Listen For On Upcoming Tech Earnings Calls
It will take years to wash away the fiscal and monetary excess of 2020-2022 - a period of unprecedented growth in the money supply. This period was the cherry on top of a decade-plus of Quantitative Easing which got investors hooked on cheap debt and the Fed put. Investor psychology won't change overnight. Investors are … Continue reading A Climbing 10-Year Treasury Yield Will Eventually Crack The Market
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
We don't write frequently about U.S. Labor data because it is junk data. Most Government survey data is in fact garbage. I can't think of a Government data set that I believe is a quality data set. The Labor data that the BLS publishes lags. It is better to watch what companies are doing. From … Continue reading Unemployment Will Get Worse Before It Gets Better
I would not be surprised if Meta Platforms CEO Mark Zuckerberg were to become full time Meta Platforms Chairman in 2024 after handing the CEO title to an internal executive who has been loyal over the years. I don't pay close enough attention to Meta to know who that person may be. One thing is … Continue reading How Much Longer Will Zuckerberg Remain CEO?
Llama 2 is META's open source Large Language Model (LLM) for which the company partners with Azure/Microsoft (ticker: MSFT). I'm writing about Llama 2 because I am curious about what kind of user uptake it may enjoy given that it is free. The best way to drive adoption of a new technology such as LLMs … Continue reading Llama 2: META’s Open Source Large Language Model
We reviewed share buyback activity for Amazon, Apple, Google, Meta and Microsoft. Generally speaking, share buyback activity is down versus a year ago given elevated share prices, higher interest rates/cost of capital and an uncertain macroeconomic environment. We reviewed share buyback activity for AMZN, AAPL, GOOGL, META and MSFT at 3, 6 and 12 month … Continue reading Share Buyback Activity for AMZN, AAPL, GOOGL, META and MSFT.
Old habits are difficult to break, especially when it comes to technology usage patterns. Microsoft's control of OpenAI / ChatGPT has yet to pay dividends on the Search front. Recall that Microsoft incorporated ChatGPT into Bing search several months ago. Google - the Search and AI King - has yet to lose share to Bing. … Continue reading Google Search Has Yet To Lose Share To Bing
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