Software Eats Market Cap Too
By admin_45 in Blog

Software Eats Market Cap Too

Bad news: Google missed on revenues after the close today, sending the stock down 7% after hours. Good news: if you are overweight the S&P Technology sector, this actually means nothing to you. Google is part of the Communications Services...

PayPal Takes An Uber, But To Where?
By admin_45 in Blog

PayPal Takes An Uber, But To Where?

To understand the difference between traditional business models and newer tech-enabled disruptive paradigms, consider the following basic valuation and DuPont model analysis of two financial companies whose products you likely use today: The setup:...

Story Time Thursday: Golf Edition
By admin_45 in Blog

Story Time Thursday: Golf Edition

With the beginning of golf season finally here, we’ll tee off today’s Story Time Thursday with a question for readers who play the sport: do you get more nervous about putting for birdie or par? As a golfer myself I’ll admit that as much...