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Month: November 2019

Democratization of the Expansion

Posted on November 14, 2019June 13, 2020 by danemay

As the expansion continues I often have friends and family who are hesitant to put new money to work. Even today, as we hit new all time highs, most of them sitting on cash are waiting for a 10-20% drop to “get in”. When I ask why, many of them say ‘because it has to’…

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Uber, Stop the Madness!

Posted on November 7, 2019June 30, 2020 by danemay

Uber, there are problems with the Meal Delivery business: You are 3rd in market share with 20%. In Q3 2019 your losses grew 67% year over year to $316 million. Loyalty is dead. Don’t worry, it’s not just you, let’s look at some recent industry headlines: Jun. 2019: Amazon Restaurants announced it was shutting its…

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Zuck…take a page out of Bezos’ book

Posted on November 5, 2019February 24, 2020 by danemay

Dear Mr. Zuckerberg, With the announcement of Libra you have decided to enter a new market, a growing and healthy digital payments space, who could blame you! Most would agree it aligns well with your ever growing Facebook, Instagram, WhatsApp and marketplace services. But while the approach appears to be well thought out (even going…

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Dane May


@danemay
I forecast what is happening next in the markets at Mitchell Anthony Capital Management I blog here about my thoughts on all topics but mostly tech! More about Me.

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WeAreMACMMitchell Anthony Capital Management@WeAreMACM·
9 Oct

Whatever happened to facebooks digital currency, the libra? It has gone quiet since its initial announcement over a year ago, so our analyst @danemay decided to take a look back at the libra and where it is now. Read below!

https://thestarvingmarket.com/2020/10/09/whats-next-for-facebooks-libra/

danemayDane May@danemay·
8 Oct

Great insight into what @MrMitchAnthony looks at when navigating each economic cycle.

Mitchell Anthony Capital Management@WeAreMACM

We sat down with our Founder and Chief Investment Officer @MrMitchAnthony to get a look inside his "investment philosophy" that he has honed after managing money professionally for over 30 years.

Here are the biggest takeaways:

Retweet on TwitterDane May Retweeted
WeAreMACMMitchell Anthony Capital Management@WeAreMACM·
25 Sep

Our senior tech analyst @danemay just wrote a fascinating article on the new trend that may shape the tech landscape - "Multiexperience". What does it mean for consumers in the future?
https://thestarvingmarket.com/2020/09/24/multi-experience-the-competitive-advantage/

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