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David Garrity on Bloomberg: Tech Mega-Caps ‘Utility-Like’ Nature Invites Regulation

Jul 29, 2020
5 min

David Garrity on Bloomberg: Tech Mega-Caps ‘Utility-Like’ Nature Invites Regulation

Tech Mega-Cap 2Q20 Results Will Be Released Shortly – What Should Investors Expect & Are The Stocks Worth Considering At These Levels? COVID is providing the Tech sector a window to pursue disruption on steroids. For example, e-Commerce share of U.S. retail sales has grown more in the past 12 weeks than it did during the last 10 years, rising to 27% of U.S. retail sales in 2020 from 16% in 2019. Meanwhile, amidst signs COVID resurgence is underway, US households are going thr

David Garrity on Bloomberg: Facebook Will Get Share Boost From Campaign Spending

Jan 29, 2020
3 min

David Garrity on Bloomberg: Facebook Will Get Share Boost From Campaign Spending

David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Big Media tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney. To listen to replay, please click here. AAPL Results Show Return To iPhone Growth With iPhone11, Coming 5G Model Bolsters Outlook Out after last night’s close were solid results from AAPL where the 3Q19 introduction of the iPhone11 set up a solid year-end holiday gift-giving season performance. This growth was encourag

David Garrity on The Watch List: The Prospect of Regulation in Big Tech & Blockchain in Healthc

Jul 22, 2019
5 min

David Garrity on The Watch List: The Prospect of Regulation in Big Tech & Blockchain in Healthc

To watch the full replay, please click here. 1) Tech Sector Regulation/Oversight For background, here are my talking points from CNBC interview on 3/11/19: “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar: Last Friday 3/8/19 Senator Elizabeth Warren (Democrat, MA) as part of her 2020 Presidential election bid put forth a proposal that would result in substantial controls and possible break-up being imposed on tech companies with revenues in excess of $25b

CNBC Closing Bell: “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar

Mar 11, 2019
3 min

CNBC Closing Bell: “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar

Video replay from CNBC. “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar Last Friday 3/8/19 Senator Elizabeth Warren (Democrat, MA) as part of her 2020 Presidential election bid put forth a proposal that would result in substantial controls and possible break-up being imposed on tech companies with revenues in excess of $25bn with a specific focus on Alphabet, Amazon and Facebook. In the proposal, Senator Warren is picking up on the September 2017 Yale La

David Garrity on Bloomberg: Amazon Is Poised To Replace Facebook In Ad Dominance

Jan 31, 2019
3 min

David Garrity on Bloomberg: Amazon Is Poised To Replace Facebook In Ad Dominance

Facebook earnings and outlook–and why Amazon may have the advantage in the advertising front. FB 4Q18 Results An Upside Blowout, But Time To Remind Management They Are Living Inside Others’ Platforms FB 4Q18 results blew past expectations (Revs $16.91bn (Street $16.39bn), EPS $2.38 (Street $2.18)) that had been tempered by the recurring prevalence of negative developments around the company. While key performance indicators were positive, 2019 guidance calls for profit margin

Bloomberg Interview: Facebook Is A Media Company At Risk Of Being Regulated

Nov 27, 2018
2 min

Bloomberg Interview: Facebook Is A Media Company At Risk Of Being Regulated

David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook’s corporate governance and the outlook for COO Sheryl Sandberg. Hosted by Pimm Fox and Lisa Abramowicz. Sector Pullback Only Profit-taking Or A Signal With Broader Implications? Since Fed Chair Powell’s 10/3/18 comments on neutral interest rate policy, the tech sector has taken the broader stock market down from its highs. In part this is to be expected given the tech sector has held a firm market leade

David Garrity on CNBC: There’s still some clouds hanging over Facebook

Jul 30, 2018
3 min

David Garrity on CNBC: There’s still some clouds hanging over Facebook

Garrity: There’s still some clouds hanging over Facebook from CNBC. With Room To Raise 3Q18 Estimates, Look For Tech Sector To Continue To Provide Market Leadership As 2Q18 earnings season has kicked off, it is useful to quickly assess the attainability of current Street estimates in an effort to see whether analyst estimates will increase following the release of results. Currently, Street estimates for the S&P500 2Q18 results call for +20% year/year earnings growth (which w

Protecting Data Will Be Key As People Grow More Aware Of Risks: David Garrity & Mattias Bergstr

Apr 27, 2018
8 min

Protecting Data Will Be Key As People Grow More Aware Of Risks: David Garrity & Mattias Bergstr

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz. GUEST: David Garrity, CEO of GVA Research, and Mattias Bergstrom, CEO of Quantum1Net, on how big media tech like Facebook will handle GDPR, quantum cybersecurity, and protecting data Full transcript below: Bloomberg – Pimm Fox: The issue of online privacy and online data, for example, Facebook, which of course owns Instagram, has been limiting the amount of data developers can pull out on its users, but many companies ha

FTC Consent Decree Fines Could Scorch Facebook: @GVAResearch on Bloomberg Radio

Mar 22, 2018
1 min

FTC Consent Decree Fines Could Scorch Facebook: @GVAResearch on Bloomberg Radio

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz GUEST: David Garrity, CEO of GVA Research, on Facebook CEO Mark Zuckerberg’s apology over Cambridge Analytica crisis, and how Facebook could be fined. To listen to the replay, click here. Zuckerberg’s operative principle at Facebook has been “move fast & break things”. Clearly, given the scale Facebook has attained with 2bn users, this now carries significant social implications. Can Zuckerberg with Facebook at scale act

GVA Research on BNN: Facebook and Cambridge Analytica

Mar 20, 2018
1 min

GVA Research on BNN: Facebook and Cambridge Analytica

Zuckerberg’s operative principle at Facebook has been “move fast & break things”. Clearly, given the scale Facebook has attained with 1bn+ active users, this has now carries significant social implications. Can Zuckerberg with Facebook at scale act with the necessary probity and maturity required to ensure Facebook is a responsible organization? With majority voting control given to Zuckerberg, it would appear that internal corporate governance will not be sufficient to restr

Social Media Giants Continue To Shirk Responsibility: Garrity on Bloomberg Radio

Mar 2, 2018
2 min

Social Media Giants Continue To Shirk Responsibility: Garrity on Bloomberg Radio

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz. GUEST: David Garrity, CEO of GVA Research, on how social media giants continue to shirk responsibility in policing their content. To listen to the replay, click here. Mueller Indictment Puts Spotlight On Social Media As Tool Of Russian Disinformation Efforts: While there may be some debate as to whether the 13 individuals and 3 organizations named in Special Counsel Robert Mueller’s Fri 2/16/18 indictment will ever be br

Asia ahead of US in passing laws against social media abuse

Mar 1, 2018
1 min

Asia ahead of US in passing laws against social media abuse

Garrity says the US needs tougher controls on social media since firms like Twitter seem incapable of “self-policing” their activities. “We’re operating with a cybersecurity regime that’s quite porous and increasingly prone to failure,” he said, arguing that advertising-driven “commercial free speech”, as practiced by social media firms, doesn’t necessarily enjoy the same constitutional protections as individual free speech. To read the full article on Asia Times, please clic

Facebook allowed ‘Russian propaganda on steroids’ – New Cybersecurity Paradigm Nee

Feb 20, 2018
3 min

Facebook allowed ‘Russian propaganda on steroids’ – New Cybersecurity Paradigm Nee

To watch the replay, click here. Mueller Indictment Puts Spotlight On Social Media As Tool Of Russian Disinformation Efforts While there may be some debate as to whether the 13 individuals and 3 organizations named in Special Counsel Robert Mueller’s Fri 2/16/18 indictment will ever be brought to trial, it is nevertheless incontrovertible that the 37-page document spelled out in exacting detail the essential facilitating role that U.S. social media companies – Alphabet (GOOGL

Bloomberg Markets AM: David Garrity on Facebook Ads

Oct 5, 2017
1 min

Bloomberg Markets AM: David Garrity on Facebook Ads

GUEST: David Garrity, CEO of GVA Research, on Facebook Inc. turning over to Congress 3,000 ads purchased by groups linked to Russia that were designed to disrupt the 2016 U.S. election. #facebook #facebookfakenews #fb

David Garrity presents “The Economics of Intelligence” at The World Summit on Innovation

Oct 3, 2017
1 min

David Garrity presents “The Economics of Intelligence” at The World Summit on Innovation

GVA Research’s David Garrity Presents: The Economics of Intelligence from GVA Research on Vimeo. The Economics of Intelligence from David M. Garrity, CFA “It’s a technology company, not an intelligence agency or an international diplomatic corps…” Yet… The reality is that if you’re at the helm of a machine that has two billion screaming, whiny humans, it’s basically impossible to predict each and every possible nefarious use case,” said Antonio García Martínez, author of the

David Garrity on CNBC Fast Money: Facebook sinks on earnings

May 4, 2017
1 min

David Garrity on CNBC Fast Money: Facebook sinks on earnings

David Garrity GVA Research CEO breaks down the the latest on Facebook earnings. #cnbc #Fastmoney #facebook #fb #MelissaLee

Bloomberg Radio Interview: GVA’s Garrity on Potential Advertiser Push Back on Fake News

Nov 28, 2016
2 min

Bloomberg Radio Interview: GVA’s Garrity on Potential Advertiser Push Back on Fake News

Listen to the audio replay here. Rise of “Fake News” Compromises The Informed Electorate Necessary for Liberal Democracy: Following David’s recent column considering the recent U.S. presidential election and factors influencing the outcome and noted the rise of “fake news” in the current cycle (see: http://www.investopedia.com/news/dont-blame-big-data-pollsters-failings-aapl-googl/), while social media companies eagerly state they support the free and unfettered exchange of i

Facebook’s fake news problem is not just a U.S. issue, it’s a global one

Nov 14, 2016
1 min

Facebook’s fake news problem is not just a U.S. issue, it’s a global one

In the days following the U.S. election, social-media companies such as Facebook are facing accusations it spread fake news and other misinformation which influenced the electoral results. David Garrity joins BNN to discuss this “global problem.” #election #facebook #fb #trump

David Garrity on BNN: Why investors will likely hit the ‘like’ button on Facebook earnin

Oct 31, 2016
2 min

David Garrity on BNN: Why investors will likely hit the ‘like’ button on Facebook earnin

FB Advertiser Growth Promises Strong 3Q16 Results Indications are that FB has continued to enjoy very strong growth in 3Q16 with results expected out after the close on Wed 11/2/16. Street estimates call for revenues of $6.92bn (+54% year/year vs. 3Q15 $4.5bn) and EPS $0.97 (+70% year/year vs. 3Q15 $0.57). FB management indicated at the end of September 2016 that the total number of advertisers on the FB platform was 4mm, up +33% from 3mm at the end of March 2016. With such s

David Garrity on BNN: Facebook poised to benefit from bitter U.S. election battle

Aug 29, 2016
1 min

David Garrity on BNN: Facebook poised to benefit from bitter U.S. election battle

Read more in David’s Investopedia article on the subject: Who Benefits From Presidential Campaign Ads? Facebook (FB) #bnn #USElection #election #targetedadvertising #facebook #fb

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