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Author: beth.technology

Pinterest Stock: Price to Sales Risky

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 thing I stated is that financials in tech companies can be misleading when not accompanied by scrutiny of the underlying business. For example, there are a couple of terms that are important to social media growth. I italicized growth because I presume investors will demand growth from Pinterest following the IPO and the nearly 50% rise in stock price we’ve seen over the last month. Interesting enough, despite the stock climbing…

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 weight 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…

Helping Firefighters in Mission-Critical Rescues with 5G

In episode 3 of Tech Lightning Rounds, Beth Kindig goes directly to the source of 5G 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. Qwake Technologies is a testament that real-world problems can be solved with the use of augmented realty and 5G-enabled devices. The company has designed the C-THRU operating system that is designed to help firefighters see in smoke-filled and zero-visibility environments. In episode 3 of Tech Lightning Rounds, Beth Kindig of Intertrust Technologies puts…

Smoke and Mirrors: How Snap and Pinterest Hide User Attrition

Social media companies today are using smoke and mirrors to hide an important key metric. I’m going to pick on Pinterest first because the social media company recently revealed these issues in its S-1 Filing, and meanwhile, Pinterest stock saw a 25% pop on the day of its public debut. To be fair, this 25% IPO pop pales in comparison to Snap’s 135% stock price increase from December lows. My best guess is that investors are hoping for the next Facebook, or perhaps they aren’t reading beyond the financials, which are on page 13 of the prospectus, compared to the…