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
Tag: small business
Congress will vote on a $484 Billion stimulus plan later this week which includes $250 Billion for the Paycheck Protection Program ("PPP") and $60 Billion for the SBA's Disaster Relief Fund. Congress and the Trump administration are racing to approve this stimulus package. The speed to execute this stimulus is driven by the fact that … Continue reading Expect More SMB Failures Despite Latest $310B SBA Relief
The macro trade where stocks fell in unison in late March only to recover in unison in early April is doomed to fail. We will re-test market lows. A staggered economic recovery will require that investors identify "winning" stocks coming out of the downturn and avoid "value traps". Life is about who you choose to … Continue reading Investors: Sharpen Your Pencils!
The SBA lacks the infrastructure to efficiently process the $350 billion capital allotment it received from the recent $2 trillion economic stimulus plan (read our breakdown here). The SBA's loan origination Website is overwhelmed from a bandwidth standpoint. The SBA's Website regularly times out or crashes before providing loan origination IDs to bank partners. It … Continue reading SBA Loan Processing – Every Which Way But Smooth
Disintermediation Defined Disintermediation is when one party inserts itself between an interested party and its customers (see below table of “disintermediators” and “disintermediatees”). Ironically, parties that suffer disintermediation often invite it upon themselves. Google Disintermediates Yelp and OpenTable For the past several years Yelp restaurant reviews appeared on Google business listings (this appears to have … Continue reading Don’t Be Disintermediated