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?
Prior to the 2008-2009 Financial crisis, stock buybacks were typically used by management teams to offset options dilution and to acquire undervalued company shares. Today, companies primarily use stock buybacks to goose the value of CEO options packages as well as to goose the value of shares held by CEOs and large institutional holders. The … Continue reading The Stock Buyback Scam
Corporate customers ought to think about diversifying beyond AWS, Azure and Google Cloud for cloud storage and embedded capabilities such as AI/ML/NLP and more. Sure, there is Oracle, Alibaba and others. Yet it would seem now may be the time for Industry-focused players to offer cloud services alternatives. Tickers mentioned: AMZN, BABA, FIS, GOOG, MSFT, … Continue reading AWS, Azure & Google Cloud Alternatives
AWS, Azure and Google Cloud should leverage proprietary applications as a growth lever, particularly if the Federal Government forces a breakup of these cloud platforms from their respective parent companies. Oracle pioneered the strategy of extending the value of its database and infrastructure software by adding applications to its product portfolio. Oracle chose to grow … Continue reading Applications As A Growth Lever For AWS, Azure & Google Cloud
Our view is that the U.S. Government will eventually become the largest customer for all three major cloud platform providers (AWS, Azure, GCP). Without a public-private partnership, the U.S. will fall behind China in the race for all things AI. What are some of the near-term military use cases related to AI? I spoke at … Continue reading Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades
Coinbase (tkr: COIN) prices today and company co-founder Brian Armstrong made the point that regulation and cybersecurity are two key threats to the crypto industry. We believe that the crypto industry will spearhead cybersecurity innovations that will eventually be adopted by many consumers and enterprises. Tickers mentioned: COIN, MSFT, ORCL, PYPL, SAP, SQ, TYL When … Continue reading Crypto To Drive Next-Gen Security
Cerner, Epic, Microsoft, Oracle, Salesforce and more will spearhead the Vaccination Passport. Tickers mentioned: AAPL, AMZN, CERN, CHNG/UNH, CRM, FB, GOOG, MSFT, ORCL, RAMP One could argue that we already have National ID cards. Our digital footprint serves as a unique identifier and is easy to aggregate using cross-device tracking technology served up by Google, … Continue reading A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.
AWS, Azure and GCP are to thank in large part for the proliferation of applications powered by broadly-defined AI. The big three remote server platforms have made it increasingly easy for companies of all sizes from all industries to build applications that incorporate core AI, machine learning, deep learning and related capabilities. A wide variety … Continue reading Artificial Intelligence Is Electricity 2.0
Early last week we wrote about SolarWinds and the potential for another leg to drop. SolarWinds has a long road to recovery. Cyberbreaches of that sort don't engender customer trust and often lead to significant customer churn. What other companies may be at risk of a cyberbreach? Tickers mentioned: AMZN, AVGO, CERN, EFX, EXPGF, FICO, … Continue reading SolarWinds Is One of Many Cyberbreaches to Come
CEOs that allow themselves to be ruled by ego and emotion, that need to see their name in news headlines ("Narcissist" CEOs as defined by Stanford Professor Charles O'Reilly), are more likely to take significant risks - including impulsive M&A transactions - at the expense of a thoughtful, long-term operating strategy. Stanford's O'Reilly has done … Continue reading Narcissist CEOs Drive Risky Corporate Behavior