Blog Archives

Facebook launches AI bots, but can it monetize them?

You can also read David’s column on Investopedia: Facebook Messenger’s AI Bots Make Ads Your Friend (FB)  

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David Garrity on BNN: Highly unlikely Apple doesn’t get into virtual reality

David’s interview starts at 3 min 47 seconds. A spate of manufacturers including Samsung and Facebook are rolling out new virtual reality offerings, and David Garrity, Principal, GVA Research says it’s highly unlikely Apple doesn’t make a foray of its own. Read David’s Investopedia column on the subject: FB’s Oculus Rift Could Soon be 10%

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GVA Research on BNN: Smaller iPhone seems geared to China

Read more about David’s thoughts in his Investopedia article: Apple Will ‘Loop Us In’ on a New, Tiny iPhone Monday (AAPL)  

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David Garrity on CNBC’s “The Rundown” — Why more hikes won’t kill US economy

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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

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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.

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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

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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

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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

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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

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