Beth Kindig Blog | Talkmarkets | Page 1
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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

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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.
HH Why No Streaming Company Will Be Able To Dethrone Netflix
Netflix critics see mountains of debt and bleeding free cash flow. Opportunists see a company with the world’s best track record for beating the odds in disrupting traditional media.
Top Tech Stock News: 7 Things You Missed This Week - Friday October 11, 2019
That latest tchnology news you just can't miss.
Governments Won’t Be Able To Stop Facebook And Google From Abusive Tracking On Smartphones — But Apple Could
Another day, another headline saying Alphabet’s Google and Facebook are being investigated for allegedly breaking privacy laws and engaging in anti-trust behavior.
Top Tech Stock News: 7 Things You Missed This Week - Friday, Sept. 20
A review of tech stock news for the week ending September 20, 2019.
The Path To Profitability For Uber And Lyft Looks More Like A Dead End
The ride-sharing companies are subsidizing rides and overspending on technology, and soon their very business model may be upended in California.
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