Markman Capital Insight

Risk Rewarded Blog

The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk.  The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk. 

Attacks on TikTok Bring Surprising Upside for Snap

Attacks on TikTok Bring Surprising Upside for Snap

Addressable markets are being cut in half, then cut in half again. Division is killing progress, in politics, business and especially technology. Yet there are winners. Here is one.Bob Lefsetz wrote this week about Trevor Noah wanting to quit his late-night Comedy Network TV show because it was hindering his career. Lefsetz makes the point that mass...

  • May 31st, 2023
Meta's AI Breakthrough: Defying User Tracking Policies, Billions Await!

Meta's AI Breakthrough: Defying User Tracking Policies, Billions Await!

Companies are constantly finding new ways to use artificial intelligence to disrupt older business models. A familiar firm is taking this concept to the max.The Financial Times reported Tuesday that Meta Platform (META) has been using AI to circumvent the impact of user tracking policies. The change is worth billions for Meta shareholders.Investors...

  • May 25th, 2023
Deglobalization To Bring Bonanza For Makers Of Machines That Make Semiconductors

Deglobalization To Bring Bonanza For Makers Of Machines That Make Semiconductors

Semiconductor investors are wrong to worry about rising geopolitical tensions. De-globalization and energy transition will be a boon for the chip sector.According to the Investor Day presentation published in November, business is booming at ASML Holding NV (ASML), the Dutch company that makes machines that make semiconductors.Investors should buy semiconductor...

  • May 18th, 2023
Moderna's Revolutionary Cancer Vaccine Sets Investors Abuzz

Moderna's Revolutionary Cancer Vaccine Sets Investors Abuzz

Medical researchers are using what they know about our immune system and computers to make startling advances. There has never been a better time for investors.Shares of Moderna (MRNA) closed Tuesday up 19.6% after company executives announced a jointly developed vaccine showed great efficacy fighting cancer in stage 3 and 4 melanoma patients. Investors...

  • May 11th, 2023
Digital Transformation Is On the Menu as McDonalds Innovates to Lead the Market

Digital Transformation Is On the Menu as McDonalds Innovates to Lead the Market

Inflation fears in 2022 have dominated the news cycle, however it is now clear one American fast food company has a fix.McDondalds (MCD) posted strong third-quarter financial results October 27, thanks to a big investment is digital strategies, and the ability to pass along higher costs to customers.The business is a rarity. Investors should take note. Digital...

  • May 9th, 2023
THE TESLA PARADOX DRIVES INTO A WALL

THE TESLA PARADOX DRIVES INTO A WALL

One big tech company seems unimpeded by the weakness in the global economy. It is selling every product it makes, and yet its shares are still headed south.Tesla (TSLA) reported on Wednesday that third quarter profits doubled year-over-year, and revenue shot up 55% to $21.5 billion. Analysts are worried that business can’t get better.Big stock moves...

  • May 5th, 2023