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. 

Why Tesla Shares Will Recover from Their Recent Beating

Why Tesla Shares Will Recover from Their Recent Beating

Winter is coming to the global automotive sector. Many companies will not survive. Executives at Tesla (TSLA) on Friday announced dramatic price cuts to its electric vehicles. Shares immediately collapsed, then rallied to near unchanged. Other vehicle stocks are still falling.Tesla is coming after a bigger slice of the auto market. Investors in...

  • June 1st, 2023
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