Tag Archive | "Time"

Sandip Bhagat, CIO at Whittier Trust On Why This Is a Good Time For Tech Stocks

“The scope of this regulatory oversight is changing. People used to focus on just consumer welfare and a price effect. That has now expanded to what harm you are doing to competitors and non-price effects. The scope is expanding, and some of these companies—this is Google, Amazon, Apple, Facebook—they have engaged in kind of favorable treatment of proprietary products.”

Sandip Bhagat, CIO at Whittier Trust talks about why investors shouldn’t allow regulatory threats and investigations to scare them away from tech stocks, as well as his two top picks.

When you talk about regulation, you have to talk at two levels: privacy first and then antitrust. Privacy may not be such an issue, and in a very perverse way, the large players here may actually come out winners because they have the scale to absorb the cost of meeting that regulatory compliance. They’re also multi-national in nature, even today, so the experience in Europe where the GDPR is already in place will stand them in good stead should it come to the U.S.

Switching to the antitrust component of regulatory risk and one of the things that is being discussed is anti-competitive acquisitions, so I think they would come under attack. What happens in the worst case, there is a forced breakup. We put a very low likelihood for that outcome. But fines will come along the way. There will be rulings that say you give equal parity during search processes and displaying of third-party vendors and their products. All of those we think can be absorbed by these companies because of their free high cash flow margins.

On Buying Tech Stocks Under Scrutiny

Here are two really compelling reasons to think about technology stocks now and really for a secular future. One is macro in consideration, the other one is micro and fundamental.

At the macro level, what is the environment? We have seen slower growth than normal after the global financial crisis and, as a result of that, interest rates are lower. Slow growth and low-interest rates help growth stocks. When growth is scarce, growth companies get rewarded with a higher multiple and low-interest rates help growth stocks because they have a higher equity duration and sensitivity to interest rates.

On Microsoft’s Long-Term Value

If there is one take away, it’s a stock to own for the long-term. It’s a great way to compound wealth. It’s indeed a vehicle for inter-generational wealth transfer. The company has rediscovered itself, moved away from a licensing model to a subscription model. Satya (CEO Satya Nadella) has reformed the company. While they’re making inroads in cloud computing, they are actually very unique in that they can play in the hybrid cloud solution space with a foot in on-premise software along with cloud-based application deployment.

On Amazon’s Brand Loyalty

It’s economic mode is based on scale, convenience and brand loyalty, which doesn’t get talked about much. People talk about the technology backbone of Amazon. But that brand loyalty, they’ve been able to convert that into greater user engagement and adoption and then monetized it with more and more transactions to gain a bigger share of the wallet.

Sandip Bhagat, CIO at Whittier Trust On Why This Is a Good Time For Tech Stocks

The post Sandip Bhagat, CIO at Whittier Trust On Why This Is a Good Time For Tech Stocks appeared first on WebProNews.


WebProNews

Posted in IM NewsComments Off

When It’s Time to Get Serious about Your Content and Copywriting

We write a lot about the importance of creativity in content marketing. Generic, flavorless content has very little chance of…

The post When It’s Time to Get Serious about Your Content and Copywriting appeared first on Copyblogger.


Copyblogger

Posted in IM NewsComments Off

38 Ways to Boost Your Content Confidence … Every Time You Publish

The life of a content marketer is always intense. The deadlines, the flow of ideas, the juggling of writing, promotion,…

The post 38 Ways to Boost Your Content Confidence … Every Time You Publish appeared first on Copyblogger.


Copyblogger

Posted in IM NewsComments Off

5 Practical Time Management Tips for the Chronically Time-Poor

In 2009, I chucked my marketing job to become a freelance copywriter. I worked from home each day. I had…

The post 5 Practical Time Management Tips for the Chronically Time-Poor appeared first on Copyblogger.


Copyblogger

Posted in IM NewsComments Off

Still have active destination URLs in Bing Ads? It’s time to migrate to final URLs

Say goodbye to standard text ads by the end of the year.



Please visit Search Engine Land for the full article.


Search Engine Land: News & Info About SEO, PPC, SEM, Search Engines & Search Marketing

Posted in IM NewsComments Off

21 Recommendations for Spending Your Content Marketing Time Wisely

One enduring challenge with content marketing is how quickly it can turn into the content treadmill. This week, we’ve got…

The post 21 Recommendations for Spending Your Content Marketing Time Wisely appeared first on Copyblogger.


Copyblogger

Posted in IM NewsComments Off

DuckDuckGo a new ‘default search’ option for Chrome, is it time to start paying attention?

The upstart search engine’s visibility has been growing.



Please visit Search Engine Land for the full article.


Search Engine Land: News & Info About SEO, PPC, SEM, Search Engines & Search Marketing

Posted in IM NewsComments Off

Why It’s So Hard to Make Time for Creativity (and a Creativity Workshop with Sonia that Can Help)

I think most of us are pretty connected to the idea that a full life includes creativity. We’re meant to…

The post Why It’s So Hard to Make Time for Creativity (and a Creativity Workshop with Sonia that Can Help) appeared first on Copyblogger.


Copyblogger

Posted in IM NewsComments Off

When It’s Game Time for Retail New Relic is There, Says CEO

New Relic provides deep performance analytics for every part of a business software environment. It enables companies to easily view and analyze massive amounts of data, and gain actionable insights in real-time. Whether it’s for a popular mobile app, an online video game with millions of users, or a huge ecommerce platform, they all rely on critical New Relic insights to keep revenue flowing.

Lew Cirne, founder and CEO of New Relic, talks about how critical real-time insights from New Relic are to a companies revenue stream in an interview with Jim Cramer on CNBC:

When It’s Game Time for Retail New Relic is There

For retail obviously, so much of their business, particularly their web business depends on a very small number of days; Black Friday, Cyber Monday, etc. That’s game time. That’s the moment of truth. That’s when we’re working our hardest to make sure our software is there to make sure our customers can see what’s going on in real-time. Our customers were thrilled with the performance and availability that they delivered which turns into business results.

If your site is slower or down on Cyber Monday, forget it, you’re going to miss your quarter. You may never recover from that because you also have a brand hit. So it’s so vital. This is not nice to have software. Anybody who is competing on their software needs New Relic’s platform in order to succeed.

We’re a Massive Cloud Operation

We’re a massive cloud operation. We’re collecting millions of data points every second from mobile applications and from cloud infrastructure every time somebody’s pressing a button to buy something and every time someone’s watching this video on the CNBC app. We’re measuring the health of that and we do that on a massive scale. That’s one of the things our customers love.

When Fortnite said, “Hey we’ve got this huge app. It’s the biggest in the world and we want to monitor on New Relic.” We’re like great. Your biggest day is just another day for us. We collect so much data and we can do it for you.

New Relic Monitors Fortnite to Keep it Running for Millions of People

Epic Games is the company that created Fortnite and if you have kids or you’re into games this game has taken the world by storm. It’s the most popular game in the world. If that game is not working millions of people know about it and the company is affected.

So they rely on the New Relic platform to see everything in real-time on how that game is performing. It’s a very complex piece of software that has to work flawlessly in real-time. We measure everything going on in that game so that the builders of Fortnite can keep it running for millions of people 24/7.

There are different companies that do different things around observing what’s going on in this space but were the applications-centric company. What does that mean? It means that when you’re playing Fortnite what you’re doing is you’re using software.

We’re measuring the software in real-time. We do it in a cloud platform that integrates what’s going on in the software with the infrastructure and with the end-user experience, like the mobile app. We see all that together and do it in one unified platform and our customers love us for that.

New Relic Helps CNBC Scale Mobile App in Real-Time

At CNBC, you just launched an incredible new revenue app in the fall and it’s amazing. I use it a lot and I love it and again this is an app that’s getting a lot of uptake. I was talking to the team and they said customers love what the app is doing for them and they want to use it more and more. That means they have to scale.

When more and more people are using that app how are you able to handle the scale when people want to see the news in real time and want to see the stock quotes in real time? We provide them the visibility that gives them the confidence to move faster and scale to this amazing demand that the CNBC app is generating.

New Relic Helps Companies Move Fast in a Multi-Cloud World

This is so important to our customers. It’s clear that we’re entering a multi-cloud world. Obviously, Microsoft’s doing well and Amazon doing very well. We had a great show at re:INVENT. And there’s some hybrid cloud as well. What our customers are saying no matter where my software is running I want to see it all in one place. I’m sick of moving from one tool to another to see a complete picture. They turn to the New Relic platform to see it all in one place. That enables them to move fast with confidence.

Anywhere there are systems that need to perform well and scale well, those are systems that need New Relic. What we say to our customers is building great software is not easy, but it is the foundation upon which companies can build great competitive advantage. We want to partner with our customers to deliver amazing software that delights our customers and grows their business.

The post When It’s Game Time for Retail New Relic is There, Says CEO appeared first on WebProNews.


WebProNews

Posted in IM NewsComments Off

Leveraging Amazon search ads in a time of rapid change

Amazon’s advertising offerings are getting more sophisticated, presenting marketers with new opportunities and complexities.



Please visit Search Engine Land for the full article.


Search Engine Land: News & Info About SEO, PPC, SEM, Search Engines & Search Marketing

Posted in IM NewsComments Off

Advert