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Category: research Research
Internet: Still a Long Secular Runway
James Lee shares key internet trends, identifying shifts from TV to online advertising, increased time spent on mobile devices driven by video and messaging, and a convergence of commerce and advertising.
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Category: research Research
Machine Learning Adoption Offers Significant Opportunity Ahead
We hosted ten software/internet/semiconductor companies that address the burgeoning opportunity in machine learning and big data applications during our Silicon Valley Seminar.
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UnitedHealth: Just Getting Started - Raising PT to $235
UNH Management says that growth is 'just getting started' in key segments and they're taking a 'fresh focus at costs to drive better product price points'.
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Category: market-trends Market Trends
Finding the REIT Opportunity
At a time when technology stocks such as Apple, Google, Amazon and Snapchat appear to dominate stock market mindshare, it can be easy to overlook other sectors when considering where to invest.
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Category: research Research
Self-Driving Business on the Horizon? A Look at Enterprise AI
Abhey Lamba and Parthiv Varadarajan of Mizuho America’s Research Equity Division share industry commentary and results of their evaluations on recent artificial intelligence and machine learning trends.
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Category: research Research
FinTech Machine Learning Leaders
Why Square has telegraphed the biggest commitment to machine learning and how Visa and Mastercard are ramping up machine learning activities using data science.
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Category: market-trends Market Trends
A Realistic Look at Restaurants: Q&A with Jeremy Scott
We spoke with Mizuho restaurants and proteins analyst Jeremy Scott, who initiated coverage on ten stocks spanning the protein, fast casual, fast food and café sectors in June.
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Healthcare Services: Analysis of New Data & Politics - The Battle of Long vs. Short
With new 2016 AHD volume data in hand, we built and analyzed a same store hospital data set from 2013 through 2016 and did a deep dive into those volume trends.
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Category: market-trends Market Trends
What's Next for ADAS? Opportunities in AI and Autos Loom Large
As the evolution of Advanced Driver Assistance Systems (ADAS) continues to accelerate, Simon Hylson-Smith, CEO of Paragon, explores barriers to adoption and opportunities for investors.