• Advising, Managing & Investing in Growth

    Advising, Managing & Investing in Growth

    Over more than 25 years of paradigm shifts and business cycle volatility, GVA creates value for clients.

  • Strategic Planning, Financial Analysis & Corporate Management

    Strategic Planning, Financial Analysis & Corporate Management

    Drawing on public company CFO & Wall Street analyst experience, GVA serves such clients as The World Bank Group, Pharus Capital & TrueChoice Solutions.

  • Author & Expert Commentator

    Author & Expert Commentator

    GVA regularly contributes to & is a trusted source for such business media as CNBC, Bloomberg & BNN.

Interviews and Articles

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CNBC “Closing Bell” Interview: AMZN 4Q14 Results Reaction

CNBC “Closing Bell” Interview: AMZN 4Q14 Results Reaction – Revs Miss Expectations, EPS Surprise on Peak Seasonal Quarterly Results – With Exposure To Weak Int’l Markets, Lighten Up on Post-EPS Stock Price Spike. AMZN EPS Surprise Masks 4Q14 Revenue Miss: The year-end 4Q14 results for AMZN (revs $29.3bn (+15% y/y), Operating Income $591mm (+16% y/y),

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BNN Interview: Facebook Results & Tech Sector Investment Prospects

FB results & Tech Sector Investment Prospects – Today, we tear down FB results and caution investors that tech stocks vulnerable to pullback after 4Q14 results. Replay link: http://www.bnn.ca/Video/player.aspx?vid=540873 1) Apple, Yahoo, Facebook, Google, Amazon — It’s a BIG week for tech earnings (Linkedin, Twitter next week). Would love your thoughts on all of the

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Interview: Apple Focusing On Chinese New Year

Today I joined CNBC to discuss 4q14 results for AAPL and YHOO: Apple’s earnings: Expect Revs $67.7bn (+18% y/y), EPS $2.60 (+26% y/y) ◦ FY15Q1 (CY4Q14) results are all about the extent to which AAPL capitalized on the substantial consumer demand for the large-screen iPhone6+. Note that demand for the iPhone6+ catapulted AAPL to be

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GVA Research On Bloomberg: Tech Spending and Investing in 2015

Image Source: Flickr The interview starts at 13:30 and runs to 28:30. Last week, I was interviewed on Bloomberg Radio’s “Bloomberg Advantage”. Special thanks @Kathleen_Hays and @VonnieQuin for having GVA Research on their show! 2015 Venture Capital Outlook: Following 2014 which saw the greatest amount of funding raised for start-ups since 1999, questions understandably arise as

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Interview: Raising Capital in Today’s Environment

David Garrity, Principal at GVA Research and a Managing Partner at Whitemarsh Capital, talks with Jason Behrens, the ACE Portal General Counsel, about the evolving paradigm in today’s capital raising environment. They cover: Access to capital vis-a-vis the JOBS Act Issues of adequate due diligence The role of technology and platforms in facilitating better information

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Nasdaq 5,000: Sell Signal?

Nasdaq 5,000 – Approaching Full Recovery To March 2000 Peak: With broader market averages such as the S&P500 breaking out to new highs, investor questions have grown as the measure that characterized the excess of the Internet 1.0 bubble, the Nasdaq index, fast approaches its March 10, 2000 intraday peak of 5,132.52 with concerns rising

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Forbes: Why Big Blue Is Still A Big Bruise

Following my appearance on CNBC discussing IBM in 2015, Steve Denning of Forbes wrote this thoughtful piece quoting GVA Research: IBM: Why Big Blue Is Still a A Big Bruise Thanks Steve for including GVA Research in your commentary.  Here is the the link to the full article.

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Microsoft’s Gift to Intel

Today I had the chance to talk live on CNBC’s Squawk Box about INTC. INTC – Enterprise Server Upgrade Cycle Supporting 2015 EPS Growth: With MSFT set to end support for Windows Server 2003 in July 2015, over 10mm server units may be up for refresh in 2015. As 2014 shipments for the entire Windows server

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What’s Plaguing IBM?

I joined CNBC Squawk Box to talk about IBM and why is one of the worst performing tech stocks in the S&P 500 this year. Anchors Joe Kernen and Andrew Ross Sorkin ask me what 2015 and beyond holds for the company.  Click here to watch the video.

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BNN interview: 3 great startups to watch in 2015

Social Media – FB, LNKD, TWTR – Focus Names In 2015: While attracting a significant amount of attention given their consumer-facing nature, social media stocks have failed to out-perform the S&P500 in 2014 (+8.2% vs. +12.7%) despite the dominant player in the space, FB (+46.2%), posting solid returns for investors as it appears set for

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