★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsTechnology EdTech Stocks are on Fire as COVID-19 Extends School Closures Demand for companies that combine education and the Internet has accelerated in China due to COVID-19’s disruption to brick-and-mortar classroom…McAlinden Research PartnersFebruary 27, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTechnology We’re Adding Long Social Commerce as a New Investment Theme The worlds of ecommerce and social networking are rapidly converging and turning social platforms into powerful distribution channels for brands.…McAlinden Research PartnersFebruary 18, 2020
★ Daily Intelligence Briefings (DIBs)Technology Cloud Computing Giants See Profits Accelerate The cloud computing market has matured to the extent that the industry is entering a consolidation phase. In this new…McAlinden Research PartnersFebruary 6, 2020
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareEnergy & EnvironmentTechnology Here are the Market Winners & Losers of Coronavirus The coronavirus outbreak aka 2019-nCoV is having an outsize impact on some industries and their share prices. Airline, energy, and…McAlinden Research PartnersFebruary 3, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentTechnology MRP’s Electric Utilities Theme is on Fire and the Best is Yet to Come 2019 was an exceptional year for utility stocks which delivered their highest return in five years. This year, they are…McAlinden Research PartnersJanuary 30, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerServicesTechnology Social Commerce is Disrupting Retail. Here are the Early Winners. We are at the start of a tectonic shift that’s turning social platforms into powerful distribution channels for many businesses.…McAlinden Research PartnersJanuary 9, 2020
★ Daily Intelligence Briefings (DIBs)TechnologyTransportation Race for Robo-Taxis and Autonomous Trucking Services Defines Self-Driving Vehicle Tech Autonomous ride-sharing services, also known as “robo taxis”, have been in the pipeline for years, but 2020 seems to be…McAlinden Research PartnersDecember 11, 2019
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Winners & Losers of the Huawei ZTE Bans – Part II The US is now employing a two-pronged strategy in its war against Chinese telecom giants Huawei and ZTE. This approach…McAlinden Research PartnersDecember 5, 2019
★ Daily Intelligence Briefings (DIBs)ServicesTechnology Rising Competition and Content Costs May Cut the Profitability of Streaming Platforms The slow demise of pay-TV, brought on by a swath of cord-cutting in recent years, has been oft-publicized as cable…McAlinden Research PartnersDecember 4, 2019
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Semiconductor Trade Tensions Set to Shock US and China Tech Sectors China’s semiconductor industry has always been the Achilles heel of the country’s booming tech sector – and the US is…McAlinden Research PartnersNovember 19, 2019