Jon Markman is editor of the independent investment newsletter The Daily Advantage.
The business-to-business transaction process is hopelessly inefficient and costly. Companies shell out $2.7 trillion chasing payments. Mastercard plans to bring the process into the digital age.
Leveraging expertise in credit scoring and data science, FICO has built a business-to-business platform with predictable sales from applications and subscriptions.
Automakers are quietly and carefully laying the groundwork for the mass production of electric vehicles. An unsung hero of the switch could be Amphenol, which makes electric wiring interconnect systems, sensors and antennas for EVS of the present and future.
Zscaler has a fresh, effective solution for cybersecurity, but its stock is trading at extremely high levels.
Mark Zuckerberg didn't cheat to get on top. He won by building a product people want to use, and making smart acquisitions.
Match has been aggressively expanding into Asia, and Facebook's entry into dating should only help matters.
Big glass box buildings have become common across the world's cityscapes. But they can be energy gluttons. Enter Microsoft and Johnson Controls for IoT software, switches and controls in a venture with a UAE recycling and waste-management company.
Using data, machine learning and AI, Alphabet managers are incubating vibrant new businesses in pharma and tech. One or more of these will become exciting stand-alone businesses.
Uber is building a scalable, reliable software based dispatch system for the entire world, complete with mapping, logistics and a robust payment infrastructure. Allowing developers to build applications on top of this platform is transformational.
It's now clear consumers want everything on demand, including live TV. That's a huge new opportunity for the revamped and rejuvenated House of Mouse.
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