• 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 Management, and Mutualink.

  • Author & Expert Commentator

    Author & Expert Commentator

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

Recent Posts

Apple needs a home run with 10th anniversary iPhone launch: GVA Research

Having trouble viewing video? Click here.   How much of a setback is it for Apple to have the information about its 10th anniversary iPhone leaked Given the fact that Apple under CEO & co-founder Steve Jobs was notorious for being secretive as to product features, it is notable that under Jobs’ CEO successor Tim

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GVA Research on Bloomberg Radio: FirstNet Will Enable First Responders To Communicate

To listen to the interview, click here. Disaster Response To Improve With First Responder Interoperability As FirstNet Operational March 2018: The present experience with the 2017 hurricane season (i.e. last month, Harvey; this month, Irma – can’t we just name the storms after climate change deniers like Donald Trump and Scott Pruitt, please) has underscored

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AI update: How Consumers Could Win When Alexa and Cortana Start Talking to Each Other

“You can call me old school but I’m very much a fan of the original Star Trek version where you would just say, ‘Computer,’” says David M. Garrity, CEO of research and consulting firm GVA Research, based in New York. “You talk to the computer and the computer responds.” Read full article here. According to G2

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david garrity

Tech stocks de-FAANGed & Investing in Bitcoin?

Having trouble viewing video? Click here. BNN: Is the dip in the FAANGs is likely going to be short-lived? GVA Research: With economic growth prospects remaining subdued and broader inflation statistics relatively quiescent, investors are likely to remain interested in stocks where exposure to growth can be obtained at a reasonable price. In this regard,

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Baidu needs to develop global brand for driverless cars, but US may curb China’s help in developing

Baidu needs to develop global brand for driverless cars “It’s the whole car that matters, and Baidu will have to commercialize it and build a global brand,” said David Garrity, a technology and investment analyst who heads New York-based GVA Research. Whatever vehicle Baidu and its partners develop, according to Garrity, needs be an integrated product

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GVA’s Garrity: Tech Investors Should Look At Apple Over Amazon

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz. GUEST: David Garrity, CEO of GVA Research and columnist at Investopedia, on Amazon disappointing, this week’s tech earnings highlights, and outlook for the sector. Listen to the replay here. AMZN 2Q17 Results Reflect Profit Margin Pressure From Heavy Investment Spending, Will Margins Expand in 2H17?: While AMZN

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David Garrity on CNBC Asia Squawk Box: What’s important in Amazon’s earnings disappointment

To watch the video replay, click here. AMZN 2Q17 Results Reflect Profit Margin Pressure From Heavy Investment Spending, Will Margins Expand in 2H17?: While AMZN is at the forefront of multiple large secular trends with significant multi-year growth potential (e.g. Cloud computing: ~10% penetration now & early with large enterprise customers; Retail: ~12% online penetration with

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Alphabet drops after reporting lower Q2 profit on huge EU fine

Having trouble viewing the video? Click here. GOOGL 2Q17 Results Reflect Impact of EC Fine, But Should Show Steady Growth: While GOOGL continues to realize steady growth in its core advertising operations (Google sites +21.7% y/y), investors are slightly concerned about the potential longer-run impact of the EC investigation into whether GOOGL’s practices are anti-competitive.

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David Garrity on CNBC’s “Fast Money” – MSFT Hits All-Time High

MSFT FY17Q4 Results May Signal Turn Toward Accelerating EPS Growth: Under CEO Satya Nardella, MSFT has rationalized underperforming portions of its solution portfolio and with its rapidly expanding cloud computing offerings plus the LinkedIn acquisition is now in a strengthened secular position. From FY12 to FY15, MSFT EPS contracted at a -1% CAGR. With its

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David Garrity on BNN: Alexa’s passive data mining key to Amazon’s growth #AlexaListens

Having trouble playing video? Click here.  AMZN Feeds Bottomless Appetite For Consumer Data With WFMI Acquisition, Alexa is Listening: Last week’s announcement that AMZN will acquire WFMI for $13.4bn carries implications for multiple sectors of the economy, not just high-end grocery retailing. At heart, with the WFMI transaction, AMZN is moving forward in its experimentation

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