Found 275 results
By Jon D. Markman On October 10, 201802:25 PM Eastern
The future of communications is careening toward us at an incredible clip. The new age is going to be amazing and messy at the same time.
Verizon (VZ) rolled out fifth-generation wireless...
By Jon D. Markman On September 10, 201801:55 PM Eastern
Listen closely.
It’s the sounds you don’t hear that count.
And all this quiet tells us that the electric car revolution is happening.
Balding and mustachioed, Dieter Zetsche does not look...
By Gavin Magor On August 23, 201805:30 PM Eastern
They're all beating the S&P 500 this year and poised to keep outrunning the bull This run-up is remarkable. Wall Street barely blinks an eye at news from 1600 Pennsylvania Avenue that would...
By Jon D. Markman On August 20, 201802:00 PM Eastern
Emergent technology can be a wrecking ball. Now Detroit is in line. Your father’s car companies are about to be leveled.
Last month, the Detroit Free Press reported Ford Motor (F) is undergoing...
By Jon D. Markman On August 13, 201801:55 PM Eastern
It is called the last mile, and it’s crucial to the future of all commerce. Yet most investors have never heard of it. There lies an opportunity.
Last week, Bloomberg ran a story about a startup...
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 Jon D. Markman On June 13, 201801:55 PM Eastern
Tesla (TSLA) is set to lay off 9% of its 40,000 employees. But Elon Musk doesn’t seem to be worried about the 425,000 orders that are currently backlogged. That’s because there’s an even more...
By Jon D. Markman On June 6, 201802:22 PM Eastern
Apple (AAPL) has been a polished addition to just about any portfolio. Its shares are up 203% over the past five years. But as a technology company, Apple is thoroughly depressing. And this...
By Tony Sagami On May 28, 201811:55 AM Eastern
Memorial Day, originally known as “Decoration Day,” was created in 1868 in order to commemorate the Union and Confederate soldiers that died during the Civil War.
Today, it honors all the...
By Jon D. Markman On May 21, 201801:55 PM Eastern
I am very bullish for Amazon.com (AMZN) over the longer term. But all my research suggests this online behemoth will look very different as a business in five years.
That will be a good thing...