James Cakmak2023: The Year of Transition from Upside Down to Right Side UpAs we move into 2023 the door is finally open for a return to “normal”.Jan 4, 2023Jan 4, 2023
James Cakmak2022 Revisited: Why the Dow Delivered and the NASDAQ Didn’tYou know it’s a tough environment when choosing cash or betting against the broader indices are the only successful strategies.Jan 4, 2023Jan 4, 2023
James CakmakThe Future of Tech Investing: Platforms, Not ServicesBuy Platforms. Sell Services.Oct 4, 2022Oct 4, 2022
James CakmakForget About Roku, Netflix Needs SpotifyNetflix acquiring Spotify solves two sets of problems for the price of one.Jun 9, 2022Jun 9, 2022
James CakmakAmazon: End of Days or Still “Day One”?Can they still deliver the goods?May 11, 2022May 11, 2022
James CakmakAs Markets Capitulate, “Tech” Stocks Still Present the Best BetThis happens in every correction.Apr 27, 2022Apr 27, 2022
James CakmakWhat Investors Are Getting Wrong (and Missing) About 2022 Markets2021 was a difficult year for investors. This year should prove just as challenging, if not more.Jan 3, 2022Jan 3, 2022
James CakmakHow Investing Thematically Helps Navigate Rising ValuationsAs valuations stretch, investing thematically increasingly matters over historical valuation metrics.Aug 2, 2021Aug 2, 2021
James CakmakFor Sound Investing Post-Corona…Listen to SnoopCompanies that help us manage this distributed world will be the winners.Jun 2, 2021Jun 2, 2021
James CakmakInflation Ahead, but Tech Trends Will Persist No Matter WhatBy James Cakmak and Ryan GuttridgeApr 30, 2021Apr 30, 2021