Tag: CSGP

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as a long-term investment? Right up there with owning an airline. Heck, even if the rideshare companies were operating at scale - running on autonomous vehicle fleets - would you really want to own that business? Depreciating assets, multiple competitors (it will be more than Lyft and Uber), and thin profit margins (we are … Continue reading Rideshare as an Investment? Don’t Be Spun by the VCs

Build. Acquire. Repeat.<span class="badge-status" style="background:red">Premium</span> 

Build. Acquire. Repeat.Premium 

Some companies execute smart, strategic acquisitions better than others. Here’s a short list of publicly-traded FinTech & Info Services companies that do M&A well: CoStar Group (tkr: CSGP), Intercontinental Exchange (tkr: ICE), IHS Markit (tkr: INFO) SS&C Technologies (tkr: SSNC) and Verisk (tkr: VRSK). Click Here for Revenue, EBITDA and related metrics. We love FinTech … Continue reading Build. Acquire. Repeat.Premium 

Software Powers the World. Augmented Reality Is How We Will Engage with It.

Software Powers the World. Augmented Reality Is How We Will Engage with It.

In a software-driven world, Augmented Reality ("AR") is the lens through which we will engage with it. Google has rolled out an AR-enhanced "Maps" application to a limited user set. The AR feature provides highly-specific location data/ navigation assist as an overlay to smartphone screens. The thought is that over time this technology will deliver … Continue reading Software Powers the World. Augmented Reality Is How We Will Engage with It.