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TMT

Earnings-Call
TMT4 min read

TMT Weekly: AAPL, AMZN, GOOGL Earnings

In the News Three of the largest companies in the world report earnings this evening, so we thought we’d share...
Infinite Compute
TMT9 min read

TMT Weekly: MSFT, GOOGL, ChatGPT, and the New Compute Paradigm

In the News MSFT reports today. The OpenAI deal structure, while interesting, is less interesting than the idea that Bing...
TMT6 min read

TMT Weekly: The Shift to Programmatic – TTD vs The World

Imagine the best possible expert to interview about the shift to programmatic digital advertising. Ideally they would work at a...
drop-emotional-baggage
TMT7 min read

TMT Weekly: Leave Your Emotions Behind for CHTR

If this is your first exposure to TMT Weekly, then that’s great for me, as you did not read the...
TMT7 min read

TMT Monthly: Top 10 Expert Call Transcripts – September 2022

The big news in TMT in September was ADBE’s acquisition of Figma, which I covered here. What caught my eye...
TMT15+ min read

TMT Weekly: CHTR, MDB and the TTD Bull Case

TTD Bull Case I’m familiar with TTD (The Trade Desk) from my time working in M&A for an agency holdco....
TMT15+ min read

TMT Weekly: Figma, VRSN, CMCSA, and the Greatest Remaining Threat to A...

ADBE to Acquire Figma for $20 Billion Last Thursday, ADBE announced that it would acquire Figma for $20 billion, or...
TMT10 min read

TMT Weekly: SHOP, INTU, NFLX, and the Stories We Sell

It seems like I should know a lot about fantasy football based on my resume: 15+ years experience and multiple...
saint-tropez
TMT15+ min read

TMT Monthly: Top 10 Expert Call Transcripts In Your Area (August)

August is over. That cool bracelet you got in Saint-Tropez has been quietly put away in a drawer. Your tan...
fear-is-the-mind-killer
TMT12 min read

TMT Weekly: CHTR, GOOGL and Fear of Fixed Wireless

Last week’s post featured an expert discussing fixed wireless in relation to CHTR, and I just went along with the...