CML Research Archive - Articles by james kaplan

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FB | GOOG | TWTR | AMZN
May 04, 2016 - There is a juggernaut advertisement buying firm called Magna Global that is responsible for around $37 billion in marketing investments on behalf of clients like Johnson & Johnson and Coca-Cola. The company just announced that it has moved $200 million in ad spends away from TV ads and to Google's YouTube for online video ads.
May 02, 2016 - Breaking news revealed that Hulu has taken the first step that will change everything about the way hundreds of millions of people access cable TV. It also serves as a reminder that the Apple TV is coming for cable, to finish it, and then to own it.
Mar 17, 2016 - As is the case with almost every new Apple product, the voices of the skeptics are louder and more cantankerous than the believers. Now the same raft of criticism is being lobbed at the Apple Watch, but get ready to learn about what's really happening with Apple's new wearable -- we'll need to look past the headlines that have filled our minds with a narrative steeped in pure conjecture and surrounded in cognitive dissonance.
Mar 14, 2016 - The trend in research and development (R&D) together with revenue is one of the little secrets that the top .1% look to for future investments. We will look at some things that we expected, some things we definitely did not expect, some rather ugly trends and finally, the path to finding the next mega winners in technology. Taken together, this is a broad overview of the mega-cap tech space and believe it or not, just these two sided charts, alone, are a huge part of the story.
AAPL | GOOGL | AMZN
Mar 07, 2016 - We're moving out of the Ice Age, the Iron Age, the Industrial Age, the Information Age, to the age of the Cloud.
Feb 13, 2016 - Let's stop for moment before the panic sets in and think about the context. Let's look at all the reasons the skeptics are dead wrong and why Apple will continue to build upon the world's best business. And by the way
Feb 11, 2016 - Apple is positioning itself to enter into one of the world's largest and most competitive industries. The road to success is fraught with hazards and the potential reward is huge. Apple has built one of the strongest brands in history
Feb 10, 2016 - Tesla stock has been hammered of late seeing new annual lows. The company just released earnings a few minutes ago
Feb 06, 2016 - Chipotle Mexican Grill(CMG) has been a stock market superstar for most of its existence as a public company -- it has been the poster company for growth. But the stock has collapsed on an E. Coli outbreak. Rather than chase CMG
Feb 05, 2016 - Facebook absolutely crushed earnings on January 27th after the close and the stock experienced on of the single largest one day gains in market cap in the history of financial markets. But we already know that. The opportunity that lies ahead is almost unthinkable.
Feb 03, 2016 - Technology does not have to be complicated. In fact
Jan 25, 2016 - All parties involved with Relypsa have been watching and waiting for new data on its already approved drug
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