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. 

Bill Gates Predicts Arista Networks Will Disrupt Google and Amazon

Bill Gates Predicts Arista Networks Will Disrupt Google and Amazon

One of the world's richest men believes that developers are one killer app away from disrupting Google and Amazon.Bill Gates reiterated last week that truly smart, personalized digital assistants will change everything about how way we interact with computers, potentially disrupting tech’s biggest firms. He's right. Investors should buy Arista...

  • October 5th, 2023
NVIDIA's Meteoric Rise Threatens Google's Empire

NVIDIA's Meteoric Rise Threatens Google's Empire

The unthinkable is happening; Google is being disrupted by a small software startup. Now the search giant finally has a plan to fight back. It might not matter.The chief executive at Alphabet (GOOGL), Google’s parent company announced last week that two of its advanced research divisions are merging to build general artificial intelligence applications. Investors...

  • September 25th, 2023
Tech Titans Beware: SVB Bank's Collapse Threatens Roku

Tech Titans Beware: SVB Bank's Collapse Threatens Roku

For the first time in three years bears are going to try to take advantage of a bank panic. This is what investors should do.The S&P 500 skidded in March by 4.5% after a specialty West Coast bank imploded. Bears are talking about contagion, the possibility many more financial institutions will follow. The fallout is more nuanced.Traders should consider...

  • September 20th, 2023
Meta Loses Its Way as Retail Effort Fades

Meta Loses Its Way as Retail Effort Fades

Meta Platforms (META) operates the world’s biggest and most important social media platform, and the company is losing its way, badly.The Menlo Park, Calif.-based company will dramatically reduce its eCommerce ambitions, according to a report last week in The Information. It would be a huge setback for Meta, and shareholders.Investors should expect...

  • September 18th, 2023
Retail Revolution Unleashed: FedEx's Direct-to-Consumer Advantage

Retail Revolution Unleashed: FedEx's Direct-to-Consumer Advantage

Covid-19 and eCommerce changed retail. Now industry executives are taking a hard look at the need for physical stores, and it is a big opportunity for investors.It’s all about something that the industry calls “customer acquisition costs,” according to research last week from Benedict Evans, a noted technology analyst. Store rents are another...

  • September 12th, 2023