Tag Archives: GOOGL

Marginal Content Spend Vs. Marginal Revenue

Netflix (NFLX) has been a battleground stock for a long time. Unlike a few other names in today’s market, I believe the arguments on each side are a little more balanced in this case. I will go over why this is the case and look at the general bull/bear expectations for this company. Finally, I […]

Augmented Reality: An Investor’s Guide

Augmented Reality (or AR) is a new technology that is receiving a lot of attention. This article will detail the technology and highlight some of the implications for the investor. Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) has its new Lens technology that will literally understand what you are pointing your smartphone camera at, and display relevant information. […]

6 Most Important Things in Business Now

Shares of once hot Snap Inc. (NYSE: SNAP), operator of Snapchat, fell back to $17, its IPO price. Anxiety about user growth and engagement have hurt the company’s ability to bring in advertising and marketing revenue. Snapchat also has several growing competitors, led by Facebook Inc.’s (NASDAQ: FB) Instagram. Sales at Kroger Co. (NYSE: KR) […]

Why We Should Stay Long Adobe

I made an invidious buy recommendation for Adobe (ADBE) last June 2016. Unlike the go-short recommendation of Investor Wand last month, I am again endorsing going long on ADBE. Adobe’s phenomenal performance in the stock market is largely thanks to its continuing monopoly on commercial design/creative software. As long as there is a lack of […]

Google Just Fired a Shot Across NVIDIA's Bow”

There’s no question that NVIDIA Corporation (NASDAQ:NVDA) has been benefiting from its early move into artificial intelligence (AI). In the company’s most recent financial release, revenue from its data center, the segment containing sales from AI, skyrocketed 186% over the prior-year quarter. AI now accounts for more than 21% of NVIDIA’s quarterly revenue of nearly […]