While not a systematic inquiry, we nevertheless spot quite a few companies whose shares get punished for investing when that results in some margin decline. With investment the cost gets in front of the benefits, so this will produce situations in which time will rectify the problem. This is especially the case with companies with […]
Entries Tagged as 'GOOG'
April 25th, 2018 · Comments Off on Are Investors Excessively Punishing Companies That Invest In Growth At The Expense Of Margins?
July 11th, 2017 · Comments Off on Google’s EU Antitrust Case Could Just Be The Beginning
Will Google be hobbled by the EU antitrust case and its massive fine? While we applaud policymakers who are at least willing to contemplate the consequences of what can only be described as an unprecedented amount of power, we do think this is very much yesterday’s battle. Much bigger battles lie in front of us, […]
June 16th, 2017 · Comments Off on Waymo Is Likely To Develop As The Go-To Autonomous Vehicle Partner
Car manufacturers and other companies are racing towards developing autonomous vehicles. As a player with little mass manufacturing capabilities itself, Waymo, Google’s AV company, needs to partner with those that have. Car manufacturers are likely to be willing partners, some could recognize they do not have the relevant capabilities in-house, others might fear they will […]
June 15th, 2017 · Comments Off on Waymo Vs. Tesla, The Race To The Autonomous Car
While existing car manufacturers are pouring resources into the development of fully autonomous cars, they lack some of the crucial capabilities required. As such, they risk being upstaged by newcomers who are forcing them to either acquire, partner, or develop these capabilities. Here, we look at two of these newcomers who seem to be at […]
June 9th, 2017 · Comments Off on The 5 Unstoppable Titans Of Tech
As technology stocks power higher, much of this is driven by the five titans of tech. These companies benefit in various degrees from virtuous cycles, some of which they share, providing them with a near unassailable position. We will discuss these virtuous cycles and try to assess which of these companies benefit most. Source: The […]
June 8th, 2017 · Comments Off on Artificial Intelligence: From The Cloud To Your Pocket | Seeking Alpha
Developments in artificial intelligence are going at breakneck speed. New applications are emerging and existing ones see dramatic improvements. The underlying technologies are in shift as specialist AI chips emerge and parts of AI applications move from the cloud to the device. Here’s a short overview of how this latter development is shaping up and […]
January 5th, 2014 · Comments Off on Google Inc GOOG: Watch Out Google, Ubuntu Touch Is Coming [Apple Inc.] – Seeking Alpha
The third operating system proposing a tablet platform is the one on which most others are build, Linux. One might wonder why an operating system that only has been able to achieve a small market share in PC’s would fare any better in tablets. There doesn’t seem to be much hope: via Google Inc GOOG: […]