Category Archives: Articles and Publications

Amazon’s International Outlook ‘Somewhat Mixed,’ Garrity Says

David Garrity talks about Amazon.com Inc. results and outlook. The company reported quarterly profit that exceeded analysts’ estimates. Still, the e-commerce giant’s forecasts for the current quarter fell short of projections Garrity speaks on “Bloomberg Daybreak: Australia.” Click here for full video replay. AMZN Results Show Record Earnings Generation Despite Slowing Sales Growth The 1Q19

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David Garrity on Bloomberg: Investors Must Be Cautious With New Breed Of Unicorns

To listen to replay, please click here. Up To $100bn In Capital To Be Raised Through 2019 IPO Wave With markets on a calendar year basis appearing robust on the heels of the recovery from the Christmas Eve 2018 low, the IPO calendar has become quite active with offerings either filed or expected to be

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David Garrity on CNBC Worldwide Exchange: Apple fallout continues

Apple fallout continues from CNBC. Tech – Smartphone Market Saturation & Higher Prices Slow Upgrade Cycle For AAPL, Raising Sector Concerns As To Next Innovation Wave Following AAPL’s negative December quarter pre-announcement investors have begun to doubt the prospects for continued tech sector growth as there is no readily apparent successor to the innovation wave

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CNBC Closing Bell: Does Facebook Need New Management

1) What are your thoughts on Zuckerberg’s comments on not stepping down as chairman and showing support to Sheryl Sandberg?   While institutional investors are well-aware of Mark Zuckerberg’s impregnable control over Facebook governance through his ownership of super-voting shares that give him the ability to fire the entire board of directors along with his sole right

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David Garrity on Bloomberg: Fed’s Tightening Cycle Will Keep Tech Under Pressure

To listen to replay click here. When Growth Slows & Profit Margins Narrow, Share Prices Plummet, Especially As The Fed Tightens With this morning’s 3Q18 U.S. GDP report of +3.5% growth locking the Fed into tightening interest rates further in 1Q19, high duration securities (i.e. high P/E, no-yield stocks like the majority of the FAANG

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David Garrity on CNBC: Alexa acting like ‘recommendation engine,’ which can drive consumers to Amazon

GVA Research CEO: Alexa acting like ‘recommendation engine,’ which can drive consumers to Amazon from CNBC. AMZN Product Launch To Show Case Expanding Range Of Alexa-powered Devices To Surround Consumers With Network of “Touchpoints” In the battle beyond the browser, AMZN has previously indicated that 2018 would see the introduction of 8 devices that would

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What’s driving #bitcoin? @AJInsight is looking towards #millennials as he spoke with @GVAResearch #fintech #FinTechs #fintechday

What’s driving #bitcoin? Adam Johnson is looking towards #millennials as he spoke with GVA Research on The Karma Network: What’s driving #bitcoin? @AJInsight is looking towards #millennials as he spoke with @GVAResearch. #fintech #FinTechs #fintechday pic.twitter.com/mydkiaDiEz — Karma (@thekarmanetwork) April 11, 2018

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FTC Consent Decree Fines Could Scorch Facebook: @GVAResearch on Bloomberg Radio

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz GUEST: David Garrity, CEO of GVA Research, on Facebook CEO Mark Zuckerberg’s apology over Cambridge Analytica crisis, and how Facebook could be fined. To listen to the replay, click here. Zuckerberg’s operative principle at Facebook has been “move fast & break things”. Clearly, given the scale

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Asia ahead of US in passing laws against social media abuse

Garrity says the US needs tougher controls on social media since firms like Twitter seem incapable of “self-policing” their activities. “We’re operating with a cybersecurity regime that’s quite porous and increasingly prone to failure,” he said, arguing that advertising-driven “commercial free speech”, as practiced by social media firms, doesn’t necessarily enjoy the same constitutional protections

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David Garrity on Asia Times: Trump plan makes it unlikely Asian firms will help rebuild US infrastructure

David M. Garrity, a technology and finance analyst with capital markets experience, notes that Trump’s plan ignores how the federal government and US states have historically funded large public works projects. He says such infrastructure projects are typically 80 percent federally funded and 20 percent state funded versus a 10 percent federal, 90 percent funding mix

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