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Month: April 2020

Slack Set to Continue Growth After Pandemic

Last week, I wrote about Slack’s product-market fit, and why it’s set to continue thriving in the work-from-home trend. The company’s user growth has been parabolic during the pandemic. According to a series of tweets from the CEO, Slack was at 1 million “simultaneously connected” users in 2015 and grew to 10 million by March 10th, 2020. From there, the company grew to 11 million one week later and 12.5 million the following week.  Where the market gets uncomfortable with Slack is their current lack of profitability. The company recently released its fiscal year fourth quarter 2020 results on March…

Netflix: Coronavirus Cements The Company as Untouchable

Last week in Forbes, I explained why Netflix will remain the leader in the OTT market. The main reason is that it is a global media company, whereas the majority of OTT providers are domestic. The company outperforms globally with 70-87% of subscription OTT video service users in European English-speaking countries using the service and 55-64% of non-English speaking countries. When analysts incorrectly believed Disney Plus and Apple Plus were “Netflix killers,” I had pointed out at that time that they were being myopic as to Netflix’s global lead.  Overall, OTT video is projected to grow to 6.4% of emerging…

Can Uber Turn A Profit in 2020?

Sign up for Analysis on the Best Tech Stocks I’m an industry insider who writes free in-depth analysis on public tech companies. In the last 12 months, I predicted Facebook’s Q2 crash, Roku’s meteoric rise, Uber’s IPO flop, Zoom’s IPO success, Google’s revenue miss and more. Be industry-specific. Know more than the broader markets. Sign up now. I look forward to staying connected. If you are a more serious investor, we have a premium service that offers institutional-level research and entry/exit options. This membership offers a competitive edge in identifying growth opportunities and reducing risk in the tech sector. Learn…

Google and Facebook Stock: Is Lowered Ad Demand Priced In?

In a recent article, I pointed out that ad-tech may have a long road ahead before previous levels of demand return. Despite increased usage, Facebook, Google and Twitter have warned that Q1 is going to be lower than originally forecast. Media analysts have also weighed in with a consensus that ad demand will be weak this year. Usage across mobile and over-the-top television has been skyrocketing. Total streaming hours were up 24% between March 1st to March 16th from a year ago, according to Comscore, with Roku and Amazon up 16%. Live TV is also benefiting from the surge in…

Zoom Video Analysis From Long-Time Bull

I recently discussed Zoom Video and its continued phenomenal rise. In the face of a global pandemic, the company has become the top performing stock on the NASDAQ this year with over 130% gains, or nearly a 160% spread with the 30% market decline. From there, the stock has continually commanded the highest price-to-sales in the cloud software category and was able to hold its opening IPO price of $62 as support even when the market dumped cloud software last September with 30-40% drawdowns across the board. So what’s Zoom’s secret? Zoom’s easy access and URLs is the foundation of…

Algorithms led to the fastest bear market in stock market history

Last week, I wrote about how algorithms led to the fastest bear market in history. I explained that what’s driving the speed and severity of the bear market is the escalation of algorithmic trading, which is more prevalent than it was during the Great Recession in 2008. March 2020 holds the record for how quickly stock prices dropped into a bear market — only 16 days after the S&P 500 Index hit its last closing high Feb. 19. The second-fastest bear market was the notorious 1929 crash that set off the Great Depression, followed by the elevator drop of 1987’s Black…