Filters
Areas of Expertise
Industries
Services
- What the Infrastructure Bill Means for Netflix, Google, and Other Internet Service Providers By Matt Wiederrecht August 18, 2021 — Capstone believes the Senate’s passage of the $1.2 trillion infrastructure bill last week brought us a big step closer towards its becoming law, which we continue to believe has 80% odds of happening. Should it pass, the bill will be meaningfully positive for investors in both major internet […]Learn More
- A New Cold War? The Deteriorating Relationship Between China and The US July 8, 2021 — Our job as investment analysts is, by necessity, to attempt to look over the horizon. But as Yogi Berra famously said, “It’s tough to make predictions, especially about the future.” A necessary device for the adept analyst is ascertaining where there might be blind spots in consensus investor views. Though most […]Learn More
- Big Tech Antitrust Tracker: Current Noise to Set Course of Travel In this edition of Capstone’s Big Tech Antitrust Tracker, we identify key headline risks we think will set the course for the future of antitrust enforcement action. March 18, 2021 – Capstone believes that despite sharply increasing pressure against Alphabet Inc.’s Google (GOOGL) and the market power of the Big Tech platforms, seismic changes to US […]Learn More
- EU Digital Services Package Poses Big Tech Risk; Weakened Ability to Leverage Data and Increased Transparency Likely March 2, 2021 – Capstone believes the European Commission’s proposed overhaul of internet regulation under the Digital Services Act (DSA) and Digital Markets Act (DMA) will likely present long-term headwinds for Big Tech companies. Of the two proposals, we believe the DMA presents the highest risk, as it has sharper teeth and could meaningfully alter the […]Learn More
- Emerging Privacy Legislation and its Risks to a Healthcare Tech Company’s Business Model The Request: Capstone advised a client on the potential acquisition of a healthcare analytics company that paired bolstered, value-added overlays to healthcare provider contact data. Specifically, we analyzed regulation, legislation, and other government initiatives that could impact the company. Our diligence paid particular attention to the evolving landscape of amendments to the California Consumer Privacy […]Learn More
- Uber, Lyft, and the Sifting Sand of the Gig Economy’s Labor Model Our Call: Capstone first wrote in July 2019 that the likely passage of California’s Assembly Bill 5—then-pending legislation in the state—posed sizable unappreciated risks to companies that rely on independent contractors. Learn More
