Beth Kindig Blog | Talkmarkets | Page 1
Technology Analyst
Contributor's Links: BethTechnology

Beth Kindig is a technology analyst for FATRADER.com, a fundamental analysis platform. She works in San Francisco and Silicon Valley as a data technology evangelist with over 7 years of experience in mobile and data. She has been published in many publications including VentureBeat, ... more

Articles

Latest Posts
1 to 16 of 35 Posts
1 2 3
Social Media Projected To Lead Global Ad Spend In 2021
Global digital ad spending is projected to grow 10.1% YoY, powered by 18% growth in social media, according to a report from Dentsu, an advertising and public relations company based in Japan.
Pinterest And Snap Show V-Shaped Recovery; Cloudflare Guns For Zero-Trust
2020 earnings from ad-tech stocks have shown us that digital advertising has rebounded sharply from the pandemic recession lows.
Momentum Is On CrowdStrike’s Side: Will It Last?
Equity analyst David Marlin lays out his case on why he is long CrowdStrike.
IPO Round Up
As of late, the underlying goal of IPOs appears to be how to get retailers to pay as much as possible until the lock-up expires. It doesn’t matter if Berkshire invests unless you get a chance to buy at the same price.
Why I’m Stacking Satoshis
Bitcoin is supported by some of the brightest minds in technology.
Netflix: Coronavirus Cements The Company As Untouchable
When analysts incorrectly believed Disney Plus and Apple Plus were “Netflix killers,” I had pointed out at that time that they were being myopic as to Netflix’s global lead.
Google And Facebook Stock: Is Weak Ad Demand Priced In?
Despite increased usage, Facebook, Google and Twitter have warned that Q1 is going to be lower than originally forecast. Media analysts have also weighed in with a consensus that ad demand will be weak this year.
Zoom Video Analysis From Long-Time Bull
In the face of a global pandemic, the company has become the top-performing stock on the Nasdaq this year with over 130% gains, or nearly a 160% spread with the 30% market decline.
Facebook Stock: When Free Cash Flow Isn’t Enough
Facebook stock has struggled to keep up with the stellar gains of its mega-cap tech peers, and the problem can be found at the product level, which discounted cash flow analysis does not help to detect.
EC Netflix Stock: The Cost Of Global Domination
Two of the world's largest brands entered subscription video on demand (SVOD) over the past quarter, which means the upcoming Netflix earnings report will be under pressure. However, financial analysts are overestimating Disney and Apple.
EC AMD Stock Is Approaching A 20 Year Roadblock – Will History Repeat?
Advanced Micro Devices's stock price is up by 108% this year, making it the best-performing company in the S&P 500 this year. Its closest peer has been Nvidia, whose stock has climbed by 56%.
EC Top Momentum Stocks Affected By Cash Rotation In Q3
It has been a difficult quarter for many top momentum stocks like Slack, Veeva Systems, Alteryx, and Zoom Communications. The companies have continued to execute well but their stock prices have declined.
EC Apple’s Stock Price Is At Inflection Point
As AAPL powers to new highs, returning over 60% YTD and touting the highest market cap in history, now might be a good time for investors to reflect as Apple trades at resistance.
Roku Earnings Review – Q3 2019
Roku is a company that has proven nearly every bearish prediction wrong with consistent revenue growth despite being surrounded by steep competition and tech heavyweights in over-the-top media.
EC Apple Is Not A Growth Company Anymore
Apple has lost $5 billion in revenue year-over-year, from $265 billion to $260 billion.
Microsoft Is The Bellwether For Cloud Stocks
This week, Microsoft’s earnings will shed light on whether the fear over cloud valuations is warranted or not.
1 to 16 of 35 Posts
1 2 3