Risk Rewarded Blog

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...

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...

Television is about to change, and investors should get ready.Executives at Netflix (NFLX) recently announced that its new ad-supported tier would make about the same revenue per user as current subscription plans. Digital ads should ignite growth.Longer-term investors should consider purchasing shares into weakness.Netflix is a polarizing business....

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...

Investors and analysts are consumed with fear that online advertising is melting down. The outlook is not as bad as it seems. Let me explain.According to a report last week from Axios, one of the most successful channels on YouTube is seeking $150 million in investment capital, at a $1.5 billion valuation. The goal is to build a new business. Digital...

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...

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...

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...