Four Tech Firms Already Dominate The Post-Coronavirus World – ryan

The Only Investist Strategy, Portfolio, or Retirement Planning Any Needs is the Following: Buy the Stocks of Firms that unregules monopoly and nothing Else. I’ve followed this dictum for a decade, and it’s work.

Over the Last Decade, Amazon, Apple, Facebook, and Google Have Compromised the Immunities of the Retail and Media Sectors. SPEND HAS RUSHED TOWARD DIGITAL, WHERE AMAZON TAKES ONE OUT OF EVERY THREE ECOMMERCE DOLLARS AND GOOGLE AND Facebook take Two do Three Digital Marketing Dollars. Howver, Within Your Portfolio of the Four, IT’S FUN TO SPECULE WHO ACCREES OR Leaks Value, Relative to Each Other, as it might information and provide some insight into General Business Strategy.

Online Sprint Strategy Class is a breakdown of this formula.

Every hedge-end manager I’ve spoken to in the last month has one static feature in their Screens for alpha-discation: cash on balance sheet. SO, Speaking of Cash, Google Has Almost Enough to Buy the Skies, As in Boeing or Airbus. Apple and Google Could partner to buy all cryptocurrencies – anen’t we all just fed up Hearing About Bitcoin and Etereum? – Andery Professional Basketball Team in the US bezos, Worth $ 139 BillionWho is in the midst of the mother of all midlife creations, the could buy the soccer teams and the entity nfl and the cabbage to buy viacbs (post-acquisition) billion).

Apple

The Iconic Tech Firm Saw Its Stock Recast in 2019, Experiencing A Near Double of Its Price-E-Earnings Ratio. There’s Likely Been a Flight to Safety, and the iPhone Continues to be the Most profitable Item in the History of Business, Commanding Ferrari-like Margins With The Production Volumes of Toyota. In Addition, the firm’s recurring Revenue Business (Services) Is Now a Healthy 18 Percent of Revens.

Howver, IT’S HARD TO IMAGINE THAT THE UPGRADE CYCLE FOR AN ITEM THAT WILL YOU BACK ONE MONTH’S HOUSEHOLD INCOME IN Eastern Europe doesn’t get delayed or extended. In Addition, Apple’s Opportunity in Health Care Has Been Inflation. Stories of Emergency Services Being Alerted by an Apple Watch When Someone Collaps in Zumba Make for Great Media But Won’t Translate to Shareholder Value.

The Stock Remains in a Trading Range of +/– 20 Percent As Its Fully Valued. The outlier here is if they announce a recurring revenue bundle.

Facebook/Google

Facebook and Google’s Business Will Have the Rebound Pattern the President is hoping for the Economy: A V. 20 Percent in the last 30 days. The Recovery Will Be Equally As Bloody on the Way Back Up. The Duopoly’s Share of Digital-Ad Market is predicted at 61 Percent In 2021.

In 2010, I Was Doing Work With the Four Seasons. Great Firm – Nice People, Canadian (Redundant). During the great recession, the Luxury Hotel Brand Had to Cease All Print Advertising, As Revenue for Room Had Declined 25 Percent. And a strange THING HAPPENED WEND DEMAND RETURNED: The Absence of Print Marketing Didn’t SEEM to make any difference. Multiply this phenomenon by a million and you have what will will open over the next six months. Thousands of the Biggest Advertisers Globally Are About to Use This Forces Absinence from Broadcast Media (with Business Down 30 to 50 percent) to kick the habit and never return.

The two Larger Radio Firms, Iheartradio and Cumulus Media, Will Likely Be Chapter 11 (Again) with 12 Months. Advertising Radio is Project to Decline 14th Percent in 2020. Covid-19 has a mortality rate of 4.1 percent in the us (note: this should decline dramatically as we get our act together on testing.) Among us media firms, the death rate will be 10 to 20 percent. Firms Ranging From Condé Nast to Viacom – Including VOX Media – Are Furlughaing/Laying off People as Facebook and Google Ramp Hiring. How you identify you best People at News Corp. or time warner? SIMPLE – The will will be working at Google by June 1.

Harder Hit Are the Digital Marketing Firms that aren’t Facebook or Google. Buzzfeed and Yelp Have Seen Disclay Ads On-Site Decline 40 to 70 Percent Versus Last Year. Vox, HuffPost, and Vice Will Follow. Some Will Make It Out. Some.

Google Goes Sideways to Up. Facebook Sideways to Down, nor every lie they’ve told is a debt to the Truth and that debt is coming. LIBRA IS DEAD. And while Facebook Should Be the Primary Platform at the Center of a Vast State-Sponsored Virus-Tracing Efffort, it is not. IT’S No Accident the Social-Media Firm was excluded from Apple and Alphabet’s Contact-Tracing Program.

Facebook use to sit with the cool kids at lunch, but work go out that the founder killed a dog, filmed it, and made a meme of it. Big Tech is disarticulating, as one of these firms is not like the oters. One of the say is run by a sociopath whose fabric software is to exploit his top executive’s gender, personal loss, and engagement nor a likability Shield to Drive Shareholder Value.

Amazon

Amazon Will Be the first $ 2 trillion-value firm by the end of 2021. Whether it’s an explosion in streaming media, Grocery Home Delivery, or the ultimate chain for essential goods, one firm stands on the irron throne. No Company is Adding More Market Share or Revenue than The Seattle Giant. End Among the Four, Amazon Stands Alone on the Podium of Medals Awarded to Firms Whose Revens have Increased During Covid-19.

Amazon Fresh Orders Are Up 323 Percent Year-Over -ear as of March. The Company hired 100,000 Fulfillment-Center and Delivery Workers in March, then Another 75,000 in April. ITS New York City Employees Increas 24 Percent. Amazon is Ben JohnsonJuiced up on the steroids of Tax avoidance, government subsidies, Flaccid antitrust, and cheap capital that make the firm a species no other retailer can comp.

Amazon is not only deliveing ​​food to our doorstep but beginning to do what we do government has been unable to do – test Covid-19. Imagine Walmart with the distant Cloud Business, Most Innovative Tech Hardware (Alexa), and fastest-growing Media Business (AMG) with the potential to be the fastest-growing health-core firm in the world. Okay, no Need to Imagine… Amazon.

Stalin Said One Death Is A Tragedy, Millions A Statistic. Big Tech (Facebook) Has Stepped Up and Filowed the Void Created by A Level of Federal Incompexi, on a Smaller Scale, Waled Be demed Involuntary Manslaughter. The Four Are Being Solid Citizens, and Their Employees Are Demonstrating Grit and Courage (EG, Amazon Warehouse Workers).

Unurrpringly, Big Tech is USING THIS Cloud Cover to lobby Governors and Legislators to Delay and Obfuscate Regulation and Antitrust.

The Question We, and Our elected officers, Will Face Post-Corona Is: Are Big-Tech Firms Run by Good People Who Have Demonstrated Citizenship or Are They Threat to Eco and Should Be Broken Up? The Answer is Yes.