Jon Markman

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

Recent Articles By The Author

Alteryx Looks Like the Smart Alternative to the Lyft IPO

Alteryx Looks Like the Smart Alternative to the Lyft IPO

Alteryx makes a software platform for data scientists. It allows researchers to plug in data, often without coding, build models and get actionable insights fast. It's a proven, fast-growing business that provides analytics to flashier, consumer-oriented companies going public this spring.

Amazon's Private Label Efforts Show Why Its Stock Is a Buy

Amazon's Private Label Efforts Show Why Its Stock Is a Buy

With the addition of skin care last week, Amazon now has 138 private labels competing against its partners. It might only be the beginning of its category domination.

Levi Strauss Goes Public: Get Ready to Try Some Shares on for Size

Levi Strauss Goes Public: Get Ready to Try Some Shares on for Size

Every company today is either a technology business or the victim of one. Levi Strauss is no victim.

Boeing's Troubles Are Creating a Rare Opportunity for Automation Play PTC

Boeing's Troubles Are Creating a Rare Opportunity for Automation Play PTC

Automation software stocks have been grounded along with Boeing's 737, creating a good buying opportunity.

Nvidia Is Worth Buying Again After Its Stunning Acquisition of Mellanox

Nvidia Is Worth Buying Again After Its Stunning Acquisition of Mellanox

The chipmaker and AI pioneer has bought a network equipment maker that will take data centers to the next level of high-speed intelligence.

TransDigm Poised for Supersonic Growth in New Age of Killer Drones

TransDigm Poised for Supersonic Growth in New Age of Killer Drones

TransDigm managers behave more like investment bankers than engineers, looking to acquire businesses that will spin off private equity-type returns to investors.

Ambarella Is Poised for a Comeback as Next-Gen Camera Chipmaker for Cars

Ambarella Is Poised for a Comeback as Next-Gen Camera Chipmaker for Cars

The chipmaker was too reliant on GoPro as a customer and paid the price. But intelligent, high definition cameras will power the next generation of vehicles, surveillance and logistics systems.

As Tesla's Rivals Multiply, Here's How to Play the Rise of Electric Cars

As Tesla's Rivals Multiply, Here's How to Play the Rise of Electric Cars

Real competition is headed Tesla's way from companies that know how to mass produce vehicles. The smart way to play the trend is to invest in components and systems makers.

Microsoft Is Quietly Poised to Profit From Self-Driving Cars

Microsoft Is Quietly Poised to Profit From Self-Driving Cars

The way for investors to get ahead of this trend is connected car platforms and Microsoft is the leader here, bar none.

Huawei Is Casting Apple From the Fold in China

Huawei Is Casting Apple From the Fold in China

The future of mobile devices is foldable. And that is really bad news for Apple.