The fourth episode of the Digitization-X Podcast
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The streaming wars are raging, and investors are starting to sense the opportunity behind this exciting trend.
Netflix Inc. (NFLX), Walt Disney Co.’s (DIS) Disney Plus, Hulu, Apple Inc.’s (AAPL) Apple TV Plus, Comcast Corp.’s (CMCSA) Peacock, and Viacom’s (VIAC) CBS All Access are just a few of the many connected TV (CTV) services vying for supremacy.
Will Disney Plus take away business from Netflix? Will Apple put more weight behind Apple TV Plus? Does Comcast go all-in on Peacock? I admit I would like to know the answer to these questions, but without a crystal ball, no one can tell the future. But one thing I do know is that CTV is here to stay. It has been made clear by the companies I’ve just listed.
One company that I see profiting no matter who wins the streaming war is Trade Desk Inc. (TTD).
See, almost every business in the world needs to advertise to sell their products. It’s everywhere, from billboards to our social media stream, and from newspapers to TV. Everywhere we turn, we are likely to see advertisements, so it’s no wonder $1.4 trillion was spent last year on advertising and marketing globally. In fact, every time you sit down to watch 30 minutes of TV, you get roughly six to seven minutes of commercials. That means 20% of your time is spent watching commercials that companies are paying a lot for and will continue to do so as a preferred way of advertising. Just imagine, during the Super Bowl, advertisers are spending an average of $5 million per ad.
This all adds up to an astounding $230 billion spent a year of TV advertising according to IDC.
That’s why it makes sense to target a company essential to that as streaming services grow.
This month, I’m back with the second installment of the Strategic Tech Investor Monthly Mailbag, where I’ll be taking a look at some of the most pressing questions I’ve received about the direction of the economy.
I talk about the post-COVID future of Shopify Inc. (SHOP), the new rise of retail investors, the massive competition for an effective vaccine, and the future of the entire tech sector.
You can click on the video image below to hear all about what I have to say. And, for next month, if you have any questions about tech investments and the tech-driven market, leave a comment on this video for a chance of having it featured on next month’s mailbag.
I’m looking forward to hearing from you.
The leading names in tech are continuing their legacies out outstanding gains that drive the entire market along with them, but making the best possible return takes more than a play on the clear front runners. Instead, the savviest investors will look for high-growth potential within the unstoppable trends. Amazon.Com Inc. (AMZN) is facing strong prospects, but Shopify Inc. (SHOP) is where the real potential for market-crushing growth lies. Meanwhile, as tech continues to lead the economy, and more and more parts of everyday life go digital, the chip sector is still at the heart of practically everything, and prepared to make its own gains from nearly any high-tech development imaginable. The outlook for the tech sector as a whole remains good. Click here to watch
The third episode of the Digitization-X Podcast
Welcome to the latest episode of the Digitization-X (DX) podcast, where host Alex Kagin gives you a front row seat to the newest and most exciting companies and themes in tech investing.
Two industry giants wanted to hog the headlines this week as Amazon shelled out $1.2 billion for autonomous vehicle startup Zook, and Microsoft announced immediate closures of all its consumer stores.
The first episode of the new Digitization-X podcast
Without semiconductors, there is no American economy. That’s because the American economy is driven by tech, and tech is driven by semiconductors. After an outstanding jobs report, big media is finally coming around to my point of view that tech investors have lot of upside ahead, and very few reasons to be worried. In times like these, it’s important to look for the pick-and-shovel plays that will be supporting development in as many breakout sectors as possible. The right semiconductor plays will be able to profit from the rollout of 5g wireless, along with advances such as cobots, robots that cooperate with humans in the workplace. With new breakouts just around the corner in 2020, you’re not going to want to miss the firms that will be holding it all together. Click here to watch.
Roku Inc. (ROKU) has been having some good days in early November, and it’s perfectly positioned to capitalize on the rise of streaming; but its future is not necessarily certain. The streaming platform has had to deal with some price instability after its quick rise, and now the question of whether its freemium pricing model can meet consumer demand is surfacing. Meanwhile, the digital streaming market is full of tough competitors – and there are two more prominent than ever, ready to hash it out. This is one battle you need to watch closely, as the winner could spell out huge profits for whomever latches on now. Click here to watch.
Michael and his team spent much of last week at Blockchain West. While there, he grabbed the opportunity to talk one-on-one with a Pentagon insider – Steven Dobesh, who serves as Technology & Innovation Branch Chief with the Joint Chiefs of Staff – about the U.S. Department of Defense’s blockchain plans. He told you all about that on Saturday.
Michael and his team picked up a lot more valuable info – and profit ideas – at this insiders-packed conference in San Francisco. And we’ll be bringing a lot of that to you in the coming weeks. Meanwhile, Michael sends his greetings from Blockchain West in this video, click here to watch.
Blockchain, of course, is the technology that powers just about every single cryptocurrency. And it has the potential to become a brand-new multitrillion-dollar market in the years ahead. To get in on this, there are many first steps you could take. But you don’t want to buy just any blockchain stock or crypto coin. To get Michael’s No. 1 idea right now – the one with the best chance for massive gains – click here.