The saying “history does not repeat but it rhymes” has not yet applied to the dot-com bubble, when five years of euphoria burst into a 78% drop in prices over two years. Tech has largely gone unscathed as it has bumped oil from being the number one industry.

Paul Tudor Jones is one of many money managers who believes that protecting your money is more important than making it. In my latest article, I discussed this very con...

I recently wrote a report analyzing the future of Roku in 2020. My guess is investors will get Roku’s story wrong again this year as the company must choose between its...

Last week I wrote an article explaining why I’m pivoting away from the bull thesis for The Trade Desk for 2020.

Last week, I wrote about Slack’s product-market fit, and why it's set to continue thriving in the work-from-home trend.

Last week in Forbes, I explained why Netflix will remain the leader in the OTT market.

In a recent article, I pointed out that ad-tech may have a long road ahead before previous levels of demand return. Despite increased usage, Facebook, Google and Twitte...

Last March, I wrote a deep dive analysis on Uber and its ability to turn a profit this year. Despite the coronavirus causing the company to cut back operations nation-wide with declines of up to 80% in ride-sharing volume, Uber is receiving analyst upgrades based on the company’s variable cost structure