Found 1,752 results
By Jon D. Markman On August 3, 201802:52 PM Eastern
It is Economics 101. The best business model involves strong sales and high profit margins. Sadly, the combination almost never happens.
Apple (AAPL) almost got there in the past quarter. The...
By Juan M. Villaverde On August 3, 201807:55 AM Eastern
Since early 2017, the Initial Coin Offering (ICO) marketplace has been growing at an unstoppable pace.
Even in 2018, in the midst of a crypto market that’s been mostly bearish or dead, new...
By Jon D. Markman On July 27, 201801:55 PM Eastern
Digital transformation is fueling incredible growth at big tech companies. But most investors still do not grasp the magnitude of the opportunity.
This week, The Wall Street Journal reported...
By Mike Larson On July 19, 201811:55 AM Eastern
One of my fondest memories as an investment analyst was attending and presenting on the 2016 Money, Metals & Mining Cruise. It gave me a chance to share my market views — and “talk shop” — with...
By Jon D. Markman On July 18, 201802:36 PM Eastern
Modern telemedicine was born in 2001 when NASA engineers were given the task of providing extended healthcare to astronauts flying 220 miles above the Earth’s surface.
The challenge was...
By Mike Larson On July 18, 201807:55 AM Eastern
Two summers ago, I had the amazing opportunity to present on the 2016 Money, Metals & Mining Cruise. Just like the land-based conventions I’ve attended in the past (and the upcoming San Francisco...
By Jon D. Markman On July 13, 201801:55 PM Eastern
Gaming is a lot bigger than you think. No, I’m not talking about slot machines and blackjack. Video gaming. And thanks to a partnership between Activision Blizzard (ATVI) and Disney (DIS), it’s...
By Mike Larson On July 12, 201811:55 AM Eastern
There’s no substitute for experience in this business. The longer you spend watching Wall Street, the more you see. And the more you see, the better you understand how the business works.
That...
By Mike Larson On July 11, 201807:55 AM Eastern
I’ve been in this business a long time. Long enough that it’s hard to shock me. But I’m frankly appalled at the kinds of stocks coming out of the Initial Public Offering chute lately. And I have...
By Jon D. Markman On July 9, 201803:35 PM Eastern
Sometimes a fresh set of eyes provides the quickest way to get where you want to go.
Shares of Darden Restaurants (DRI) surged to a record high on Friday. Since activist investors ousted the...