While we can’t say at STI what Project Titan is, we can say most of the industry is taking it seriously - and for very good reason. Read More
Leo Boeckl has spent the last three decades working inside the rapidly changing electronics technology industry. During that time he has worked for Bell Atlantic Services, EDS and IBM building the leading industry service portfolios solutioning the latest I/T innovations. After graduating from the University of Maryland he started his career as a Systems Engineer. Since the 1990s he has developed and refined tools and large scale models which successfully forecast disruptive tech industries shifts. During the last several years Leo has adapted the tools and models and adapted them for the investment community to forecast tech winners and losers.
Analyst Articles
- March 16, 2015
-
Download Issue
While we can’t say at STI what Project Titan is, we can say most of the industry is taking it seriously - and for very good reason. Read More
- February 17, 2015
-
Download Issue
Going into last year the STI team sat down and made the recommendation as to which stock was our projected pick for top performer in the tech industry. In December of 2013 we chose Apple, Inc. (NSDQ: AAPL) as “The One Tech Stock to Own in 2014” and the… Read More
Going into last year the STI team sat down and made the recommendation as to which stock was our projected pick for top performer in the tech industry. In December of 2013 we chose Apple, Inc. (NSDQ: AAPL) as “The One Tech Stock to Own in 2014” and the… Read More
Sony has gotten a tremendous amount of press recently for arguably one of the stupidest films ever made, “The Interview”, starring Seth Rogen and James Franco. The premise is that two journalists are recruited by the CIA to assassinate North Korean leader Kim Jogn-un while doing an interview with him. Read More
- January 20, 2015
-
Download Issue
Sony has gotten a tremendous amount of press recently for arguably one of the stupidest films ever made, “The Interview”, starring Seth Rogen and James Franco. The premise is that two journalists are recruited by the CIA to assassinate North Korean leader Kim Jogn-un while doing an interview with him. Read More
A year ago we wrote an analysis of the five titans of social media: Facebook, Amazon, Netflix, Google and Twitter, also known as the “FANG+T” stocks. We warned that they not do not pay any dividend worth mentioning but worse they were highly overvalued. One year later let’s look in… Read More
- December 15, 2014
-
Download Issue
A year ago we wrote an analysis of the five titans of social media: Facebook, Amazon, Netflix, Google and Twitter, also known as the “FANG+T” stocks. We warned that they not do not pay any dividend worth mentioning but worse they were highly overvalued. One year later let’s look in… Read More
- November 17, 2014
-
Download Issue
Net Neutrality is getting a lot of press these days. So much so that the President has now weighed in with an official position. In theory net neutrality is pretty straightforward; Internet carriers can’t set different prices for different vendor’s products which could enable them to shape the market.Like a… Read More
Net Neutrality is getting a lot of press these days. So much so that the President has now weighed in with an official position. In theory net neutrality is pretty straightforward; Internet carriers can’t set different prices for different vendor’s products which could enable them to shape the market.Like a… Read More