Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
Research Notes: Too-Big Tech
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Research Notes

Research Notes: Too-Big Tech

Tech companies have started cutting costs. But that may be only the first step

Wall Street and Main
Mar 09, 2023
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Overlooked Alpha
Overlooked Alpha
Research Notes: Too-Big Tech
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📍TL;DR

  • The era of the growth-at-any-cost “MoviePass economy” has clearly ended.

  • Widespread layoffs and cost controls across tech are focused on increasing profitability by reducing operating expenses.

  • But for some companies, the answer might be in shrinking not just costs, but revenue, and accepting the reality of being a niche business.

  • With the market p…

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