Meta Platforms (META) will not single-handedly build the metaverse, nor will Microsoft (MSFT), nor Apple (AAPL), nor Autodesk (ADSK), nor Amazon (AMZN)... We think of the metaverse as a series of interconnected digital worlds where people engage in recreational and commercial activity. Everything from gaming to purchasing a house to leasing commercial space, to buying … Continue reading One Company Won’t Build The Metaverse
Meta Platforms/Facebook (META) should acquire Intuit (INTU). Meta's Facebook unit has peddled its wares to small businesses for some years. To this end, META agreed to acquire Kustomer (provider of CRM tools to small businesses), in November 2020. That deal finally closed in February 2022. Acquiring Intuit would advance the execution of Meta's small business … Continue reading Meta (Facebook) Should Acquire Intuit
Our criticism of Apple (AAPL) and its CEO Tim Cook typically focuses on the fact that Apple does not move swiftly enough as it relates to new market opportunities. Financial Services and Healthcare are two such examples. Back in 2018 we wrote a well-received article entitled Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution. … Continue reading Apple Health – What’s The Holdup?
It is only logical that the leading smartphone company (Apple) and the leading AI company (Google) are increasingly designing more of their own silicon which is optimized for each company's respective products and services. Tickers mentioned: AAPL, AMZN, AVGO, GOOG, INTC, QCOM, SWKS Think of the iPhone and Google's Pixel phone. Every feature, every application, … Continue reading Platform Companies Will Increasingly Design Proprietary Silicon
Investors are too optimistic. The economy and markets will get worse before they get better. We climbed high during 2020 and 2021 due to manufactured "stimulus" in the absence of production which could only end in inflation. Given the nose-bleed heights brought on by artificial excess, we have far to fall as markets, asset prices … Continue reading Living On The Edge: Investor Sentiment Feels Like 2008
Broadcom agrees to acquire VMware for $61 billion As we wrote previously, we believe this acquisition is a strategic blunder on the part of Broadcom (AVGO). Broadcom's acquisition of VMware (VMW) is essentially a "bet the company" type of acquisition given the amount of purchase consideration ($61 billion) and also given the fact that the … Continue reading Broadcom Agrees To Acquire VMware
Boeing (BA) senior management and Board requires an overhaul. We first wrote that Boeing ought to replace its CEO and Board back in September 2020 and as recently as February 2021, well before Ryanair CEO Michael O'Leary voiced his opinion. Boeing is a Technology company that would do well to look to the Technology sector … Continue reading Boeing Requires An Overhaul
We have seen this movie before. Founder CEO hands the reins to a successor. The company stumbles. Founder returns as CEO. We expect this scenario to play out over the next 24 months at Netflix. Founder Reed Hastings will return after Ted Sarandos has had a brief opportunity to right the ship. It is game … Continue reading What’s Next For Netflix?
Facebook needs to build a bridge between its present product portfolio and a Metaverse-centric future. iOS users began to opt out of iOS app tracking when iOS 14.5 was released in April 2021 as part of Apple's App Tracking Transparency policy. iPhone, iPad, and Apple TV apps are required to request users' permission to track … Continue reading Between Here and The Metaverse
The effect of increased competition on Netflix (NFLX), manifested itself in a net subscriber loss for the first time in 10 years. The net subscriber loss manifested itself approximately one year later than we thought it would. Competition has never been greater on the streaming content side of the media world with Disney (DIS), Apple … Continue reading Further Media Consolidation Is Coming