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Month: May 2019

Podcast: Twilio Discusses the Importance of a No-Shenanigans Approach to Privacy for the One-Year Anniversary of the GDPR

In episode 6 of Tech Lightning Rounds, Beth Kindig interviews privacy experts to celebrate the one-year anniversary of the General Data Protection Regulation (GDPR) enacted by the European Union on May 25th, 2018. Interviews are held in “lightning round” format, which are rapid interviews with tech experts for immediate depth on each topic. Twilio provides the messaging, voice, and video inside mobile and web applications for nearly 40,000 companies, such as Uber, Lyft, Yelp, Airbnb, Salesforce and many more. You can think of Twilio as a telecom in the cloud, which places Twilio in a unique position when it comes…

Podcast: Privacy Experts Discuss the One-Year Anniversary of the GDPR

May 25th, 2019, marks the one-year anniversary of the General Data Protection Regulation or the GDPR, which are regulations enacted by the European Union on data protection and privacy. The GDPR aims to give control to individuals over their personal data and to simplify the regulatory environment for international businesses. The privacy regulations divided companies into data processors and data controllers. Any company who has customers in the EU must comply regardless of where the company is located. The GDPR sent a shock wave through tech companies who had previously gone unrestrained in data collection. In episode 6 of Tech…

Pinterest Stock: Price-to-Sales Risky

Despite Pinterest’s stock climbing from its initial public offering last month, analysts are expecting a first-quarter loss of 16 cents a share, adjusted, compared to a 10-cent loss in the year-ago quarter. With that said, analysts are expecting revenue of $197 million, reflecting growth of 50%, however there are discrepancies between the user base that is growing and the user base that is monetizing, which is what is causing the losses. Last month, I wrote an article on how mobile application companies hide user attrition and how Pinterest and Snap bury important key metrics in 10-Ks and S-1 filings. One…

Fundamental Stock Analysis Webinar: May 22nd at 4:30 pm EST

On May 22nd at 4:30 pm Eastern, join four fundamental stock analysts on a webinar where they will discuss stock picks, trends and strategies to help strengthen your personal portfolio. Beth Kindig will discuss how to pick a solid tech growth stock and how to hedge in down market. Specifically, Beth Kindig will discuss the differences between how the financial industry defines growth and how the tech industry defines growth, and why a blend of both is essential for picking stocks in the number one growth sector. Beth predicted the biggest stock drop in history in Q2 2018 with Facebook’s…

How Investors Use Artificial Intelligence in the Stock Market

In episode 3 of Tech Lightning Rounds, Beth Kindig goes directly to the source of artificial intelligence expertise and hosts discussions with technologists who specialize in the field. Interviews are held in “lightning round” format, which are rapid interviews with tech experts for immediate depth on each topic. Artificial intelligence makes it possible for machines to learn from experience. To adjust for superior intelligence, the machines are trained as more data is analyzed. Highly publicized uses for AI include chess matches or self-driving cars. The most potent application for artificial intelligence, however, may be the way it’s being used right…

Mastercard Discusses How to Fight Fraud with Artificial Intelligence

In episode 3 of Tech Lightning Rounds, Beth Kindig goes directly to the source of artificial intelligence expertise and hosts discussions with technologists who specialize in the field. Interviews are held in “lightning round” format, which are rapid interviews with tech experts for immediate depth on each topic. Mastercard pioneered the idea of electronic payments, and in many regards, was the first “fintech” company in the market. With this follows great responsibility, especially as the Association of Certified Fraud Examiners reported a 42% frequency of fraud across small businesses costing an average of 5% of gross revenues. Mastercard is using…

Uber IPO: Record-Breaking For All the Wrong Reasons

By now, investors know that Lyft’s ride-sharing IPO didn’t reach $100 per share like many of the media talking heads stated it would, and this will likely weigh on Uber’s IPO. Two weeks prior to Lyft’s IPO, I had warned that the risk listed in the prospectus, which warned Lyft may not become profitable, was more than fine print. Ride-sharing companies use investment money to lower the cost of the ride to create demand, which means the ride you take in a Lyft or Uber is not profitable, and will likely never be profitable. Not one analyst rated Lyft as…

Update on $ROKU – Will Roku Miss Earnings?

Will Roku miss earnings? I believe Roku will miss earnings at times, but for the big picture, Roku is at the center of an important trend in advertising and this will make for decent returns now and sizable returns in the future. I also don’t play the earnings game often with stocks as my analysis does not change monthly or quarterly. My conviction on Roku is high and can withstand trade war news or a fledgling quarter, which is normal for smaller companies on the edge of incipient trends. What Investors Got Wrong With Roku The first thing Wall Street…

Artificial Intelligence Podcast: Experts Discuss Critical Trends

Artificial intelligence will drive a $15.7 trillion-dollar economy by 2030. To put this in perspective, the top 5 technology companies today have a combined value of $4 trillion, which includes Apple, Amazon, Microsoft, Google and Facebook. The annual global technology spend is similar is $3 trillion. Over the next decade AI will drive a market 5x the size of tech’s current global spend and 4x the size of five of the world’s most valuable companies combined. Industries that AI is already transforming include tech, health care, finance, automotive and more. In episode 4 of Tech Lightning Rounds, you’ll hear a…

Why Robotaxis in 2020 Are Impossible and More Truths About Autonomous Vehicles

This last week, we saw Tesla take advantage of the lack of information available on autonomous vehicle technology. Unfortunately, the facts around autonomous vehicles are elusive as PR copywriters fuel journalists, who are churning out content to meet deadlines. For starters, to get machines to respond like humans, within milliseconds, is one of the most difficult problems that technologists have aimed to solve. The truth about autonomous vehicles includes regulations, production cycles, and delays in implementation. I predicted when I wrote my analysis six months ago, that the gap between investor expectations (perception) and commercial deployments (reality) had created an…