BigTech – On my Om

July 15, 2020July 15, 2020

Big Tech is big in Japan (& everywhere except China)

Barry Ritholtz postulates that the reason why big tech stocks are heading to the moon is because of the “overseas markets.” Apple generated more than 55% of its revenue outside the U.S. in the year ended in September; in some quarters, overseas accounted for as much as 60% of revenue. International accounted for 54.5% and … Continue reading Big Tech is big in Japan (& everywhere except China)

May 3, 2020May 24, 2020

The inevitable has happened.

Disruptions, downturns, and recessions make the weak weaker and the strong stronger. It was true centuries ago, and it is true today. The 2001 downturn turned telecom and cable giants into the Internet’s gatekeepers. Microsoft emerged victorious with its Internet Explorer. During the 2008 financial crisis, when cash was king, the big banks — JP … Continue reading The inevitable has happened.