• 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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Interview: GVA Research on Boston Herald Radio’s Sweeney and Malone Show

GVA Research had the pleasure of being interviewed on the Sweeney and Malone show, with Mike McDonald standing in for Steve Sweeney. It was a lively conversation about mobile technology in developing countries, the outlook for Apple, and a new and exciting startup coming out of the Boston area called Shuffle. (See GVA Research’s deck on

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Bloomberg Radio: GVA Research’s Garrity on Apple Conference, Tech Mergers

Earlier this week GVA Research joined Bloomberg radio to discuss AAPL. Thanks to Michael McKee and Kathleen Hays for having me on the show. You can listen to the replay here. Tech M&A – Not Just Acquisitions But Divestitures Too As Upturn Matures & Rates Threaten To Rise: Recent announced transactions (e.g. AVGO/BRCM $37bn, INTC/ALTR $17bn) prompt speculation

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GVA Research Coverage on CNBC: Can Apple Win The Streaming Wars?

Apple’s new music steaming service may not beat the entrenched players but it’s a crucial part of the Cupertino giant’s long-term growth story, according to experts. Apple Music has the potential to move past rivals but it needs a lift to compete with the likes of Spotify and Pandora, David Garrity, principal of GVA Research,

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CNBC Asia Interview: Will Apple Music be a threat to Spotify?

Tech M&A – Not Just Acquisitions But Divestitures Too As Upturn Matures & Rates Threaten To Rise: Recent announced transactions (e.g. AVGO/BRCM $37bn, INTC/ALTR $17bn) prompt speculation that parts of the technology sector are set to experience a wave of consolidation as secular growth slows, costs of competing increase and profit margins contract. With interest

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Book Release – Technologies for Development: What is Essential?

Overview: 3rd UNESCO Conference on Technologies for Development Innovative technologies have a central role to play in the effort to alleviate poverty in this world. Innovative technology also means appropriate technology in the sense that the stakeholders must accept it locally, culturally, environmentally and economically. What key factors will determine whether or not a technology succeeds

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CNBC “Squawk Box” Interview: Tech Sector – Intel $16bn bid for Altera @ $54/share – A Move Driven By Limits To Moore’s Law

INTC – Standstill Agreement With ALTR Ends 6/1/15, Transaction Expected: Rumor of an INTC bid for ALTR surfaced in late March 2015, but ALTR then balked at the unsolicited $54/share acquisition price. With the standstill agreement between INTC & ALTR expiring Mon 6/1/15, there is renewed expectation a transaction is imminent. As ALTR posted disappointing 1Q15 results and

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Tech Sector Retains Leadership Despite Today’s Weakness

The technology sector is showing some weakness today with the Nasdaq index off -1.3% and the main sector ETF (XLK, $42.92) down -1.6%. The pull-back is led by First Solar (FSLR, $51.45, -6.6%), Acxiom (ACXM, $16.09, -5.4%) and Cirrus Logic ($36.05, -5.5%). These stocks are mid-cap names with market capitalizations in the $1-5bn range, not

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CNBC Asia “The Rundown” Interview: HPQ FY15Q2 Results

 With Sequential Reduction In Negative Elements In End Markets & Corporate Reorganization, Base For Appreciation In Place – Shares Attractive To Own Financial Snapshot: HPQ ($33.32) Rev/EPS forecast – Revs $25.6bn (-6% y/y), EPS $0.86 (-2% y/y) Valuation: P/E 9.2x FY15 EPS (8.6x PEG ratio), HPQ shares are attractive based on the upcoming split of the company

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Nightly Business Report: David Garrity Interviewed on AAPL FY15Q2 Results

(Interview starts at 2 min 50 seconds) AAPL – iPhone6 Upgrade Cycle In 1Q15 Bolstered By PRC Lunar New Year, Look For Shipments To Reach 58mm With iPhone6+ Mix Driving Margins Higher:  Note that demand for the iPhone6+ catapulted AAPL to be #1 in CY4Q14 handset shipments in PRC. With the Chinese New Year holiday,

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CNBC Asia “The Rundown” Interview: AAPL FY15Q2 Results

 Rising Importance of China, Installed iPhone Base Offers Apple Watch Sell-in Opportunity – Shares Remain Attractive To Own To read CNBC’s coverage of this interview, please see full article here. AAPL – iPhone6 Upgrade Cycle In 1Q15 Bolstered By PRC Lunar New Year, Look For Shipments To Reach 58mm With iPhone6+ Mix Driving Margins Higher:  Note

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