Displaying items by tag: cloud

Friday, 03 December 2021 16:49

Goldman Rides Amazon to the Clouds

Goldman Sachs has a new platform for investors to assist in portfolio management. In a partnership with Amazon’s cloud division, GS is bringing data and software tools for software management to a cloud computing environment. The product will give investors access to aggregated data and GS expertise in investing. Additionally they hope to lower the barrier to entry for quantitative trading techniques and allow smaller firms to have access. The partnership came as a shock at how close both companies are to one another. This also adds another company to Amazon's growing list of cloud based partnerships which have had an incredibly high success rate. GS will monetize the platform and target it to hedge funds and other financial companies.


FINSUM: This products biggest benefit will be the clean data and accessibility, but a strong partnership like this could send regulation warning signs to Washington.

Published in Eq: Financials
Tuesday, 15 September 2020 16:59

These Stocks Will Benefit from COVID

(New York)

The initial winners from the pandemic were sorted out long ago—FAAMG, Zoom etc. Investors are now trying to figure out who the winners will be over the potentially long next stage. The recovery may take several years and the economy is changing right before our eyes, so this is a time of great alpha capture if you can identify the next big trends. With that in mind, here are three stocks to look at: MercadoLibre, Ryan Air, and SAP. The first is like the Alibaba of Latin America. Their market cap is only $60bn versus Alibaba’s $800bn, and Latin America is roughly half the size of China (population-wise), so a $400 bn goal seems reasonable. It almost feels like investing in an early stage Amazon. Ryan Air is a best-of-breed European airline whose operating model and unit costs run circles around the competition. They will likely gain the most as airlines come back. Finally, SAP is a great cloud play. They are relatively new to the cloud game, but grew very quickly through acquisition, so as the market digests their new business line and WFH drives huge cloud growth, they should be in a position to benefit.


FINSUM: These seem like very refined and well-considered choices. MercadoLibre feels like the largest opportunity to us.

Published in Eq: Total Market

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