Facebook: That Went Well

By Victor Anthony We were skeptical of Mark Zuckerberg’s ability to withstand an onslaught of questioning from the lawmakers yesterday, but he was poised, mostly firm in his responses, and exuded confidence. He did well. As he gears up for another round of questioning in a few moments today, we point to a few key takeaways from yesterday: 1) the process with lawmakers will be ongoing and will be … Continue reading Facebook: That Went Well

Airbnb: Disrupting Its Way to a $55 Billion Valuation

By Victor Anthony Airbnb is one of the rare private Internet companies that is primed to go public (2019) with a combination of fast revenue growth, expanding EBITDA margins, growing free cash flow, and likely GAAP profitability. The company is the market leader in every country in which it operates, even in China, a market in which no U.S. based Internet company has succeeded in … Continue reading Airbnb: Disrupting Its Way to a $55 Billion Valuation

Medical Device company Motus GI sets terms for $30 million IPO

Motus GI Holdings, which is developing a medical device to assist with intraprocedural colonoscopy cleaning, announced terms for its IPO on Wednesday. The Tirat Carmel, Israel-based company plans to raise $30 million by offering 4.3 million shares at a price range of $6 to $8. At the midpoint of the proposed range, Motus GI Holdings would command a fully diluted market value of $121 million. … Continue reading Medical Device company Motus GI sets terms for $30 million IPO

Waymo: Alphabet’s Next Billion Dollar Disruptor

By Victor Anthony We believe Waymo is in the pole position to both lead and dominate the emerging self-driving/Autonomous Vehicle (AV) industry, one Waymo largely pioneered for commercial use within Google as the self-driving car project. Waymo has an early lead in developing self-driving technology (they were first to complete a fully self-driving trip on public roads) and they have a clear advantage in the … Continue reading Waymo: Alphabet’s Next Billion Dollar Disruptor

CES 2018: Lyft Teams with Waymo for Self Driving Cars

Aegis Capital Research January 3, 2018 Internet Media AV Heats Up – Lyft To Demonstrate Self-Driving Rides At CES Investment Highlights: ■ Yesterday, ride-hailing company Lyft (Private), and self-driving software company Aptiv (APTV-$86.11:NR), announced that they will demonstrate an autonomous ride-hailing experience at the CES show in Las Vegas next week. The car will have a human driver as a safety backup, and the routes, … Continue reading CES 2018: Lyft Teams with Waymo for Self Driving Cars