Tag: Alphabet

Food for Thought: WaterTech

Food for Thought: WaterTech

One of the big macro themes that I am long-term bullish on is availability of clean drinking water, especially as the global population continues to grow. Water technology companies that have the ability to treat and deliver water at the local level become increasingly strategic and valuable when one considers global population growth (Africa, India … Continue reading Food for Thought: WaterTech

Google Is Having A Heck of A Year

Google Is Having A Heck of A Year

GOOG shares are up 40% YTD. The anti-trust overhang that we were concerned about for Google entering 2021 may not be much of an issue as it appears western Europe simply wants to levy a fine rather than make on the ground changes to the AI leader. A video summary of Google I/O is below. … Continue reading Google Is Having A Heck of A Year

PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

PayPal recently announced that it is moving core applications to Google Cloud. The PayPal Google Cloud relationship is not new (read more here). However, what is interesting to us is that Bill Ready (Google Commerce leader having joined Google in January 2020) is PayPal's former COO. Further, Google Commerce could use a boost in its … Continue reading PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

Florida and Texas Poised To Capture Market Share As Economy Reopens

Florida and Texas Poised To Capture Market Share As Economy Reopens

As the economy reopens certain states are better positioned than others as it relates to capturing economic activity generated from live events and in-person transactions. AT&T Stadium in Arlington, Texas hosted more than 73,000 people Saturday night for a boxing card. Texas is one of the more relaxed states as it relates to COVID restrictions … Continue reading Florida and Texas Poised To Capture Market Share As Economy Reopens

Infrastructure Tech and CyberSecurity Will Benefit From Consumer Spending

Infrastructure Tech and CyberSecurity Will Benefit From Consumer Spending

Infrastructure Technology and CyberSecurity are among the Tech sectors that will benefit from increased consumer spending in the coming months. We recently wrote about elevated Personal Income levels due to multiple rounds of fiscal handouts. Consumers will spend this money now that the warm weather is here. Technology companies outside of "Consumer Tech" will benefit … Continue reading Infrastructure Tech and CyberSecurity Will Benefit From Consumer Spending

CEORater Portfolio Ahead of The Benchmark

CEORater Portfolio Ahead of The Benchmark

CEORater began an experiment several years ago whereby we built a concentrated "buy and hold" equal-weight portfolio consisting of quality Enterprise Software names that would be held for a minimum of five years. The benchmark is the S&P North American Expanded Technology Software Index (SPNASEUP). CEORater is up 4.2% Year-to-Date vs. 2.0% for the benchmark … Continue reading CEORater Portfolio Ahead of The Benchmark

YouTube Is No Better Than Your Legacy Cable Provider

YouTube Is No Better Than Your Legacy Cable Provider

One of the tricks Google's YouTube unit leverages to drive operating margins is to store and playback premium video content purchased as "HD" content at some resolution less than High Definition (1080 resolution per YouTube's service level agreement qualifies as "HD"). When Google Support was contacted I was told that YouTube has identified a technical … Continue reading YouTube Is No Better Than Your Legacy Cable Provider

Google Will Run This Media Playbook Again

Google Will Run This Media Playbook Again

The combination of Google Cloud Platform ("GCP"), YouTube, Google Ads and Search is a powerful bundle for other cloud platform services (AWS and Azure) to compete with in the Media space - particularly as it relates to streaming services. Yesterday Google signed a deal with Univision as the latter transitions to an AVOD (Ad-supported Video … Continue reading Google Will Run This Media Playbook Again

Apple’s New North Carolina Campus Key In AI Race

Apple’s New North Carolina Campus Key In AI Race

Apple's new Raleigh, NC-area campus announcement is the type of corporate announcement that often flies under the radar. The Raleigh / Research Triangle area is home to many technology companies notably SAS of Cary, NC. The Raleigh-area is home to a highly educated workforce with deep Software experience (not to mention it is a relatively … Continue reading Apple’s New North Carolina Campus Key In AI Race

A Cheaper Way To Play RPA

A Cheaper Way To Play RPA

With RPA pure play UiPath's (tkr: PATH) recent IPO and lofty valuation we suggest investors consider less expensive Enterprise Software companies that incorporate Robotic Process Automation ("RPA"), into their broader offerings. Pegasystems (tkr: PEGA) and SS&C Technologies (tkr: SSNC) come to mind. See below for links to additional TEK2day articles that cover RPA, IPA ("Intelligent … Continue reading A Cheaper Way To Play RPA