• 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.

Recent Posts

mfst

GVA Research on BNN: LinkedIn shares decimated and MFST Data Centers Under The Sea

Tech – Innovation By MSFT Offers Path To Expanding Datacenter Capacity With Low Operating Cost & Minimal Carbon Footprint: While investors may be distracted by the ongoing stock market turbulence, there is a positive development of long-term significance from MSFT with significant implication for increasing data center capacity at substantially lower investment and operating cost

Continue Reading →
Screen Shot 2016-01-29 at 8.58.04 AM

GVA Research on Yahoo Finance: AMZN Big Earnings Miss and MFST Outlook

Video Replay Link Yesterday GVA Research joined the Yahoo Finance’s “The Final Round” for a discussion of AMZN and MFST live earnings releases, alongside a very interesting interview with Mohamed El-Erian, who was discussing his new book Only Game In Town. Thanks to Jen Rogers and Andy Serwer for having GVA Research on the program.

Continue Reading →
Screen Shot 2016-01-26 at 9.38.01 AM

GVA Research on Nightly Business Report: A Big Week For Tech Earnings

Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated and the tech sector among those advancing. The question

Continue Reading →
Screen Shot 2016-01-22 at 1.36.00 PM

GVA Research On BNN: Earnings likely to give a bounce to tech

Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated and the tech sector among those advancing. The question

Continue Reading →
3217938041_a97ac425ce_o

GVA Research on Bloomberg Radio: “Taking Stock” Special Extended Market Coverage

Yesterday David joined Kathleen Hays and Pimm Fox on Bloomberg Radio’s Taking Stock’s special extended market coverage  (you can listen to the segment above). It was a good discussion. Further reading on how “Tech’s ‘Frightful 5’ Will Dominate Digital Life for Foreseeable Future” can be found in this NY Times article by Farhad Manjoo.  Header Photo

Continue Reading →
Screen Shot 2015-07-21 at 6.35.19 PM

GVA Research on Bloomberg Radio’s “Taking Stock”: FANG Outlook for 2016

Today I joined Kathleen Hays and Pimm Fox on Bloomberg Radio to discuss the outlook for 2016, and how this week’s events will impact stock picks for 2016. Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and

Continue Reading →
Screen Shot 2016-01-08 at 3.24.29 PM

GVA Research on BNN: ‘FANG’ stocks snakebitten to start 2016

Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated and the tech sector is leading the market advance

Continue Reading →
Screen Shot 2016-01-04 at 10.34.36 PM

GVA Research on CNBC Asia: CES Preview, and is 2016 the year for FANG stocks?

Tech – Secular Growth Supports Sector’s 2016 Performance Prospects, But Rising Rates Favor Total Return Names The technology sector provided an above-average 2015 return, but was not the market leader as the consumer discretionary sector was lifted by employment gains coupled with the positive consumption effects of lower oil prices. For 2016, the technology sector

Continue Reading →
Screen Shot 2015-12-21 at 2.21.04 PM

Performance Analysis of Santa Claus

For your holiday enjoyment, please find below a performance analysis of Santa Claus: 1) No known species of reindeer can fly. BUT there are 300,000 species of living organisms yet to be classified, and while most of these are insects and germs, this does not COMPLETELY rule out flying reindeer which only Santa Claus has

Continue Reading →
IMG_0623 copy

GVA Research on Bloomberg Radio: Taking Stock, the Outlook for 2016

Big thanks to Kathleen Hays for having GVA Research on Taking Stock yesterday to discuss the outlook for tech stocks in 2016. Venture Capital Sector Slowing: The excesses seen in late-stage start-up company valuation with the creation of multiple $1bn+ valuation unicorns will be limited in 2016 as fund flows to sector slow with more

Continue Reading →