Whether of not META shares are inexpensive depends upon what you believe 2023 and 2024 estimates will look like. We believe the global macro environment will soften for the remainder of this year and next and that META's numbers over the next few quarters will reflect this difficult macro demand environment. META is in the … Continue reading Is META Cheap?
We have previously written that it would make sense for Apple (AAPL) to acquire Disney (DIS). Apple and Disney could certainly hold informal talks now, but a letter of intent, formal due diligence and the purchase agreement negotiation would all have to wait until there is a new Administration in the White House in my … Continue reading Apple + Disney
Given the significant run up in many Technology stocks (our CEORater Tech portfolio is up 57% YTD, detail end of article), the question for many institutional investors is how best to position the portfolio for 2021? There is a saying in Physics that "big bubbles get bigger". Our expectation would be for Alphabet, Amazon, Apple … Continue reading Where Do We Go From Here?
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.
Cinemark's new subscription service - Movieclub - is a good start, however bolder steps are required. Theater owner/ operators must take a bold, creative approach toward mitigating the risk associated with the global mega-trend that is in-home viewing. Listen to our recent CEORater Podcast on the subject: Movieclub subscription service details: - $8.99 per month; … Continue reading Cinemark Subscription Offering a Good First Step. Bolder Steps Are Required.
AT&T Ought to Be Allowed to Acquire Time Warner "As Is" AT&T (T) ought to be allowed to acquire Time Warner (TWX) “as is” (earlier today AT&T extended the deal close deadline to April 22 2018). It is puzzling why the Justice Department would push back on the deal. We recently covered the topic in … Continue reading AT&T’s Proposed Acquisition of Time Warner – Justice Department is MisguidedPremium
CEORater Podcast Episode 80: Uber & Softbank; Augmented Reality ("AR") in Retail