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Technology

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Analyst Articles

Video Games by Subscription – Will Gamers Pay Monthly to Play?

September 23, 2019 Chris Thompson

Large tech companies have been developing products for the lucrative and growing online & mobile gaming industry and are introducing subscription-based gaming platforms, such as Google Stadia and Apple Arcade. [more]

Analyst Articles

Shopify Extends its Cannabis E-commerce Platform into U.S.

September 20, 2019 Jay Yi

On September 17, 2019, Shopify announced expansion of its cannabis e-commerce platform to allow U.S. retailers to operate online sales of hemp and hemp-derived cannabinoid (“CBD”) products. [more]

Analyst Articles

TurboTax Developer Has Outperformed S&P by 150% with Consecutive Double-Digit Growth for a Decade

September 19, 2019 Jay Yi

Intuit can be a core portfolio investments as it focuses on “sticky” software solutions, such as accounting, that are used every day, and are leveraging innovative technologies to disrupt processes most likely to be around for the near term. [more]

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Analyst Articles

Big Name Tech IPOs This Year Continue to Slip Well Below IPO Price

September 13, 2019 Chris Thompson

Of five big IPOs this year (Fiverr, Lyft, Pinterest, Slack, and Uber), only Lyft and Fiverr had great opening days, but Pinterest is the only company of the five that is currently trading higher than its IPO. [more]

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Analyst Articles

California’s New Labor Law Takes Aim at the Gig Economy

September 12, 2019 Jay Yi

Bill would reclassify some contractors as employees targeting companies such as Uber & Lyft [more]

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Analyst Articles

Recent Facebook and Google Fines Total Over $14B, Are there More Fines to Come?

September 10, 2019 Jay Yi

The attorney generals of all 50 U.S. states and territories announced antitrust investigations of Alphabet, Google’s parent company, Could Google face the same fate that happened to AT&T in 1984? [more]

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Analyst Articles

$3.2B Stakeholder in AT&T Criticizes Acquisitions but Still Believes Company has Potential to Double in Price

September 9, 2019 Chris Thompson

AT&T recorded weak performance past 10 years and underperformed S&P 500 Index by 150% [more]

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Analyst Articles

Mastercard Acquires Danish Payment Platform for $3.2B to Bolster B2B Technology

September 6, 2019 Jay Yi

Mastercard, a multinational financial service corporation, announced that it will acquire Denmark-based Nets Group, a payments platform that will be leveraged to support faster Business-to-Business (B2B) payments. [more]

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Analyst Articles

Streaming Service Roku’s Stock Price Doubles as its Active Users Reach over 30M, Chasing Netflix

September 4, 2019 Chris Thompson

Over the past 3 years, Roku, a tech company that provides a platform to aggregate streaming services such as Netflix, has captured the largest number of devices utilizing its operating system. [more]

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Analyst Articles

As Bond Yields Fall, Investors Look Towards Mature Dividend Paying Stocks

August 29, 2019 Chris Thompson

Long-term investors looking for safe, predictable cash flows from bonds are experiencing sub-par performance as yields are pressured downwards with growing global uncertainties and debt levels. [more]

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