Jon Markman

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

Recent Articles By The Author

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.

As 'Precision Medicine' Starts to Take Off, Here's Who's Poised to Capitalize

As 'Precision Medicine' Starts to Take Off, Here's Who's Poised to Capitalize

Precision medicine is like a smart bomb that bases treatment on a patient's individual genetics. One company makes the hardware and software to help make it happen.

Cell Towers Boom Amid New Uses -- Here's How to Play the Trend

Cell Towers Boom Amid New Uses -- Here's How to Play the Trend

Companies like ClimaCell are using cell towers to improve weather forecasts. This benefits tower operators because it means carriers will be willing to pay higher rents.

Spotify Has the Makings of a Blockbuster Stock

Spotify Has the Makings of a Blockbuster Stock

The music streaming company is set to take the place of record labels as it moves aggressively to vertically integrate into concerts, merchandise, promotion and data analytics.

Next-Gen 3D Printing Is Finally Ready for Its Close-Up: Here's How to Play It

Next-Gen 3D Printing Is Finally Ready for Its Close-Up: Here's How to Play It

3D printing ultimately will drive the made-to-order market of the future. Although there's few pure plays, one company is already using the technology to profit.

Shopify Has Cracked the Code on E-Commerce

Shopify Has Cracked the Code on E-Commerce

Shopify has become the go-to partner for small businesses seeking a foothold in e-commerce. Critics who complain about its high valuation misunderstand its role in the fastest-growing industry on Earth.

Facebook's Native Cryptocurrency Libra Will Supercharge Its Platform

Facebook's Native Cryptocurrency Libra Will Supercharge Its Platform

When Libra launches next year, Facebook's gated community of two billion-plus members worldwide will have its own currency. And the world will never be the same.

Mary Meeker's Great Internet Trends Report Has Some Key Takeaways for Investors

Mary Meeker's Great Internet Trends Report Has Some Key Takeaways for Investors

Despite privacy challenges, the digital adverting model is far from doomed. That and other trends suggest the tech giants still have a lot of runway.

Lockheed Is Way to Capitalize on Defense Spending as United Tech, Raytheon Merge

Lockheed Is Way to Capitalize on Defense Spending as United Tech, Raytheon Merge

The White House has urged NATO countries to increase defense spending. Aerospace defense giant Lockheed Martin shares are a low-risk way for investors to get ready to rumble.

Pivotal and Cloudera Get Pummeled as Cloud Wars Heat Up

Pivotal and Cloudera Get Pummeled as Cloud Wars Heat Up

Smaller enterprise software specialists with lofty valuations are losing altitude as they must compete for customers with cloud giants Amazon, Microsoft and Alphabet.