Jon Markman

Jon Markman is editor of the independent investment newsletter The Daily Advantage.

Recent Articles By The Author

Why Mastercard Is Set to Dominate Business Transactions

Why Mastercard Is Set to Dominate Business Transactions

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.

How Fair Isaac Has Made a Fortune Off Your Credit Score

How Fair Isaac Has Made a Fortune Off Your Credit Score

Leveraging expertise in credit scoring and data science, FICO has built a business-to-business platform with predictable sales from applications and subscriptions.

Amphenol Shaping Up as Surprise Winner of the Electric Vehicle Revolution

Amphenol Shaping Up as Surprise Winner of the Electric Vehicle Revolution

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.

Cybersecurity Provider Zscaler Has the Right Product at the Right Time

Cybersecurity Provider Zscaler Has the Right Product at the Right Time

Zscaler has a fresh, effective solution for cybersecurity, but its stock is trading at extremely high levels.

Facebook Powers Ahead Despite Antitrust Angst

Facebook Powers Ahead Despite Antitrust Angst

Mark Zuckerberg didn't cheat to get on top. He won by building a product people want to use, and making smart acquisitions.

Match Investors Have a Date With Destiny

Match Investors Have a Date With Destiny

Match has been aggressively expanding into Asia, and Facebook's entry into dating should only help matters.

Microsoft, JCI and the UAE: The Internet of Things Blossoms in the Desert

Microsoft, JCI and the UAE: The Internet of Things Blossoms in the Desert

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.

Google AI on Track to Revolutionize Medicine

Google AI on Track to Revolutionize Medicine

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's Potential Goes Way Beyond Just Ridesharing

Uber's Potential Goes Way Beyond Just Ridesharing

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.

Disney Has What It Takes to Succeed Against Netflix

Disney Has What It Takes to Succeed Against Netflix

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.