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Media Summary: A lot of what we see happening in the digital ad market wouldn't be allowed in the stock market says Nancy Tengler, CEO and CIO of Laffer Tengler Investments, and Rocco Strauss, Partner at Dan Nathan hosts Dan Niles of Niles Investment Management on the Risk Reversal podcast to discuss macro conditions, ...

Arete Research S Richard Kramer - Detailed Analysis & Overview

A lot of what we see happening in the digital ad market wouldn't be allowed in the stock market says Nancy Tengler, CEO and CIO of Laffer Tengler Investments, and Rocco Strauss, Partner at Dan Nathan hosts Dan Niles of Niles Investment Management on the Risk Reversal podcast to discuss macro conditions, ... Everyone is watching these REIT turnarounds, but are they value traps? Let's stress-test the balance sheets. Right now, Mapletree ...

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Fundamentally Apple is a great marketing company, says Arete's Richard Kramer
We need to move beyond this 'beat vs. miss' paradigm, as companies tend to lowball estimates: Kramer
Arete Research's Richard Kramer on the outlook for Apple, Amazon, and Alphabet
It's a mistake to pick out one clear winner in the AI arms race, says Richard Kramer
Israel's annual programmatic conference - Richard Kramer
Apple's multiple expansion in 2023 is not repeatable this year, says Arete's Richard Kramer
Big Tech Regulators Could Look to Financial Markets for Inspiration says Arete's Richard Kramer
Resumption of advertising revenue key for Alphabet, analyst says
Yet to see if Apple services will be standalone revenue generator, analyst says
The scale of revenue growth needed at big tech companies is daunting, says Richard Kramer
AI has been driving the ads business for years already, says Richard Kramer
Arete: Most tech valuations are justified by the duration of earnings
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Fundamentally Apple is a great marketing company, says Arete's Richard Kramer

Fundamentally Apple is a great marketing company, says Arete's Richard Kramer

Richard Kramer

We need to move beyond this 'beat vs. miss' paradigm, as companies tend to lowball estimates: Kramer

We need to move beyond this 'beat vs. miss' paradigm, as companies tend to lowball estimates: Kramer

Richard Kramer

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Arete Research's Richard Kramer on the outlook for Apple, Amazon, and Alphabet

Arete Research's Richard Kramer on the outlook for Apple, Amazon, and Alphabet

Arete Research's Richard Kramer

It's a mistake to pick out one clear winner in the AI arms race, says Richard Kramer

It's a mistake to pick out one clear winner in the AI arms race, says Richard Kramer

Richard Kramer

Israel's annual programmatic conference - Richard Kramer

Israel's annual programmatic conference - Richard Kramer

Richard Kramer

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Apple's multiple expansion in 2023 is not repeatable this year, says Arete's Richard Kramer

Apple's multiple expansion in 2023 is not repeatable this year, says Arete's Richard Kramer

Richard Kramer

Big Tech Regulators Could Look to Financial Markets for Inspiration says Arete's Richard Kramer

Big Tech Regulators Could Look to Financial Markets for Inspiration says Arete's Richard Kramer

A lot of what we see happening in the digital ad market wouldn't be allowed in the stock market says

Resumption of advertising revenue key for Alphabet, analyst says

Resumption of advertising revenue key for Alphabet, analyst says

Richard Kramer

Yet to see if Apple services will be standalone revenue generator, analyst says

Yet to see if Apple services will be standalone revenue generator, analyst says

Richard Kramer

The scale of revenue growth needed at big tech companies is daunting, says Richard Kramer

The scale of revenue growth needed at big tech companies is daunting, says Richard Kramer

Richard Kramer

AI has been driving the ads business for years already, says Richard Kramer

AI has been driving the ads business for years already, says Richard Kramer

Richard Kramer

Arete: Most tech valuations are justified by the duration of earnings

Arete: Most tech valuations are justified by the duration of earnings

Richard Kramer

Kramer: Apple and Google are already deeply connected on many fronts

Kramer: Apple and Google are already deeply connected on many fronts

Richard Kramer

Episode 27: Richard Kramer on Google Antitrust Remedies

Episode 27: Richard Kramer on Google Antitrust Remedies

Alan Chapell speaks with

Why the Breakup of the Four Will Never Happen

Why the Breakup of the Four Will Never Happen

Arete Research

Two tech watchers say the AI-fueled rally may still have room to run

Two tech watchers say the AI-fueled rally may still have room to run

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, and Rocco Strauss, Partner at

Lot of room for growth in food delivery sector: Analyst

Lot of room for growth in food delivery sector: Analyst

Sam Lourensz, equity research analyst at

We're 100% in a Bubble and Dan Niles Is Still Buying

We're 100% in a Bubble and Dan Niles Is Still Buying

Dan Nathan hosts Dan Niles of Niles Investment Management on the Risk Reversal podcast to discuss macro conditions, ...

3 REITs Asking Investors To Wait: Which Turnaround Is Real?

3 REITs Asking Investors To Wait: Which Turnaround Is Real?

Everyone is watching these REIT turnarounds, but are they value traps? Let's stress-test the balance sheets. Right now, Mapletree ...

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