• 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, and sits on the Advisory Boards of Quantum1Net and Venture.co. David Garrity serves as Independent Director on the Board of BTCS Inc., a publicly-held U.S. company involved with Digital Assets and Blockchain technology development and application.

  • Author & Expert Commentator

    Author & Expert Commentator

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

Recent Posts

David Garrity on Bloomberg TV: Growing Scrutiny Over Big Tech

To watch replay click here. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out

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David Garrity on CNBC: Amazon remains in a strong position for important holiday season

Watch the replay here. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until

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David Garrity on Bloomberg: Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors

Listen to Replay. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until after

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David Garrity on TDAmeritrade Network: “The relationship between value creation and technology adoption is becoming increasingly critical as technology innovation cycles are accelerating.”

The relationship between value creation and technology adoption is becoming increasingly critical as technology innovation cycles are accelerating. For institutional equity investors this is best captured by how “value” stocks have been substantially underperforming “growth” stocks, a phenomenon historically associated with technology innovation booms and how a concentrated number of enterprises have captured the benefits

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David Garrity on Bloomberg: Trade War Stifling Capital Commitment Into Real Economy

  To listen to replay, please click here. Trade War Truce Would Be Best Near-term Option For Capital Markets With a recent survey indicating 74% institutional investors view the equity market as having peaked at the end of June 2019 and only 6% seeing the equity market as being in an expansion phase, one must ask the

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David Garrity on Bloomberg: Regulation Threatens Facebook’s ’Zero’ Cost of Data

We call Amazon, Facebook and Alphabet/Google “non-Tech Tech” because all three are clearly Technology companies but none are actually in the S&P Technology sector. The first is in the Consumer Discretionary bucket and the latter 2 appear as the top weightings in Communication Services. Whatever you want to call these mega-cap disruptors, they have an

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David Garrity on Bloomberg BNN: Big Tech has gotten itself into a bad position

Yesterday’s DOJ announcement was in line with what has been known previously from publicly available sources (and that the market should, therefore, have known): -The press release quotes Assistant Attorney General Makan Delrahim of the Antitrust Division from his 6/11/19 speech in Tel Aviv. -The subtitle of the DOJ release was “Review Focuses on Practices

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David Garrity on The Watch List: The Prospect of Regulation in Big Tech & Blockchain in Healthcare

To watch the full replay, please click here. 1) Tech Sector Regulation/Oversight For background, here are my talking points from CNBC interview on 3/11/19: “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar: Last Friday 3/8/19 Senator Elizabeth Warren (Democrat, MA) as part of her 2020 Presidential election bid put forth a proposal that

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Garrity on Yahoo Finance: Facebook – Poster Boy For Tech Regulation Risk

Highlight: “Looking at Facebook’s behavior relative to other tech competitors, Facebook has really kind of an insouciant attitude for its regulators,” Laidlaw & Company’s Chief Market Strategist @GVAResearch says. Full interview: pic.twitter.com/wnEvfkIS0p — Yahoo Finance (@YahooFinance) June 4, 2019 “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar Legislators’ interest in investigating and potentially

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David Garrity on Bloomberg: We Are In A Technology Cold War

Click here to listen to replay. Whoever Builds The 5G Platform First Sets The Standards And Thus The Rules Of The Game Published in 2015, the same year the PRC State Council laid out the “Made in China 2025” Plan (MIC2025) under which China would become a global powerhouse in ten high-tech fields from artificial intelligence (AI)

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