TEK2day Podcast

Time. Make the Most of It.

https://tek2day.com/2019/12/22/time-make-the-most-of-it/

If Charlotte NC-based B2B payment network AvidXchange is worth $2 billion, what is the valuation of similar-sized Paymode-X? If something similar, this would imply that Paymode-X parent company - Bottomline Technologies (ticker: EPAY)- is undervalued given its $2.3 billion Market Cap.

With Michael Bloomberg throwing his hat into the ring for the 2020 Democratic nomination, many have speculated as to how Bloomberg would divest his equity stake in his namesake firm were he to win the Presidency. We don’t expect Mr. Bloomberg to win the Office of the President nor would a sale necessarily be required in order to serve. We can speculate nonetheless.

Related article: https://tek2day.com/2019/11/29/prospective-bloomberg-lp-acquirers/

Google and Ascension Act Brazenly with Patient Medical Records. Unbelievable. I was always of the belief that patients/consumers would soon port their medical records to the cloud. It is outrageous that Google and Ascension acted on patient medical records without patient permission. Google CEO Sundar Pichai and Ascension CEO Joseph Impicciche ought to step down. Commandeering medical records makes a mockery of privacy law. Pichai, Impicciche and their respective companies should be punished. https://tek2day.com/2019/11/11/google-and-ascension-act-brazenly-with-patient-medical-records/

TikTok article: https://www.nytimes.com/2019/11/03/technology/tiktok-facebook-youtube.html

Recent TEK2day articles:

1.) Episodic Television Is the Key to Winning the Streaming Wars: https://tek2day.com/2019/10/31/episodic-television-is-the-key-to-winning-the-streaming-wars/

2.) A Corporate Culture Failure: CEO’s Who Do Not Hold Themselves Accountable: https://tek2day.com/2019/10/28/a-corporate-culture-failure-ceos-who-do-not-hold-themselves-accountable/

3.) E-Commerce Continues to Drive Demand for Industrial Space: https://tek2day.com/2019/10/27/e-commerce-continues-to-drive-demand-for-industrial-space/

4.) For These FinTech Names Staying the Course Paid Off: https://tek2day.com/2019/10/26/for-these-fintech-names-staying-the-course-paid-off/

Facebook Congressional Hearings: Authenticating Facebook users.

A bit of insight as to how Investment Banking firms price IPOs. Hint: it's not merit-based.

Related TEK2day article: "Public Company Earnings Call Survival Kit": https://tek2day.com/2019/05/01/public-company-earnings-call-survival-kit/

Tesla: an investment by an Auto OEM is more likely than an acquisition in our view.

Uber: There isn't a lot of operating leverage in Uber's business model. Our re-cast P&L details a 31% Gross Margin which makes it difficult to invest in technology that will result in a sustainable competitive advantage. UBER's P&L does not have much operating leverage. See UBER's June Q P&L with our commentary here: https://drive.google.com/file/d/1wxMz2Z71tzlAF-jqyHd0cSWWZ-cNS4T2/view?usp=sharing

Related TEK2day article: "FinTech for Growth & Profitability": https://tek2day.com/2019/10/14/fintech-for-growth-profitability/

Related TEK2day content: "The Long Tail Will Differentiate You from Everyone Else": https://tek2day.com/2019/10/07/the-long-tail-will-differentiate-you-from-everyone-else/