Tag: VR

Where Do We Go From Here?

Where Do We Go From Here?

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?

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.

Cinemark Subscription Offering a Good First Step. Bolder Steps Are Required.

Cinemark Subscription Offering a Good First Step. Bolder Steps Are Required.

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’s Proposed Acquisition of Time Warner – Justice Department is Misguided<span class="badge-status" style="background:red">Premium</span> 

AT&T’s Proposed Acquisition of Time Warner – Justice Department is MisguidedPremium 

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