High product usage rates combined with high switching costs equal pricing power. Google Photos - the popular photo & video management platform for Android and iOS - has pricing power to spare. Google ran the playbook perfectly. Years ago Google promised users of its Photos service that the service would remain free for life so … Continue reading 28 Billion New Photos & Videos Each Week Means Google Photos Has Pricing Power
It is our contention that beginning Friday evening Microsoft prevented LinkedIn users from accessing the online service via Chrome's browser. We believe Microsoft prevented users from accessing its LinkedIn service via Chrome in the hopes of: Causing a bit of pain for Google/Alphabet; Potentially capturing a cohort of new Edge users who used Microsoft's browser … Continue reading Chrome vs. Edge: Browser Wars 2.0
Amazon (tkr: AMZN) is one of four firms working to reshape the healthcare landscape along with Walmart (tkr: WMT), Alphabet (tkr: GOOG) and Apple (tkr: AAPL). Amazon has established positions in key strategic areas of the healthcare market including healthcare services and insurance (via its Haven joint venture with Berkshire Hathaway and J.P. Morgan) as … Continue reading Amazon Is Reshaping Healthcare
The Federal Government won't split Facebook into pieces much less shut it down. Facebook is too valuable to national defense. Instead, we expect Facebook to deepen ties with the Federal Government. Someday perhaps FB may become partially nationalized much like Freddie Mac. Facebook (tkr: FB), is more valuable to the Federal Government as a thriving … Continue reading Facebook Is Here To Stay
It is amazing what institutional investors - especially large holders - put up with. Do Portfolio Managers communicate with CEOs any longer? PMs used to speak with management teams to provide feedback around capital allocation decisions, financial disclosures and more. My sense is that less of this interaction occurs today. Below we cover a few … Continue reading Institutional Investors Forgot They Have A Voice. PLUS – Big Tech Regulation.
It is no great mystery as to how or why Google's Ad business is losing share to Amazon and Facebook. People are increasingly conducting product searches on Amazon and are entertaining themselves on Instagram. Thus, advertisers increasingly want to be on Amazon and Facebook. Video game platforms are another competitor Google should be concerned with … Continue reading Amazon and Facebook Are Killing Google’s Ad Biz One Bite at A Time
Millions of Americans will invite Amazon into their homes via Amazon's in-home drone video service ("Always Home Cam") powered by Amazon Ring. Ring's Always Home Cam will do more than provide customers with on-demand, in-home video surveillance. The Always Home Cam will provide Amazon with a visual map of customers' homes and insights into personal … Continue reading Amazon Wants To Watch You Inside Your Home
The "Best" is such a subjective descriptor. However, if pressed to select the best operating CEO our vote would go to Amazon founder & CEO Jeff Bezos. A sure fire bet to be a first ballot Hall of Famer in CEORater's CEO Hall of Fame. Amazon is perhaps the most practical of the Technology giants. … Continue reading The World’s Best Operator
Powell is a paper-loving, paper-printing Fed Chair. Powell has never hesitated to print his way out of a tough spot. We predict that should the equity markets roll over another 10-15 percentage points Powell and his band of merry Federal Reserve Board members will seek to support the equity markets with Equity ETF purchases. Tickers … Continue reading Powell Is A Paper Fed Chair. That’s Good News for Stocks.
Tickers mentioned: AAPL, AMZN, FB, GOOG, MSFT, VMW, TWTR Deep-pocketed companies such as Alphabet, Amazon, Apple, Facebook and Microsoft have a competitive advantage in the Talent War - especially during the Work-From-Home era. On that front, VMWare and Twitter just shot themselves in the foot. VMWare and Twitter said they will adjust compensation downward for … Continue reading Competing for Employees in the WFH Era