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Moats Make Goats..
Matt Ober
April 08, 2025
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The value of data is clear. My recent trip to NYC.
I recently was in NYC and was given the opportunity to join a lunch & learn with Wells Fargo and a dozen plus buy-side analysts to talk about data & information services companies. Everything from $FDS ( ▲ 0.82% ) to $SPGI ( ▲ 1.69% ) to private companies like Finchat.io & Alphasense.
I shared a recap above from the event and some of the key takeaways that we put out on the Social Leverage blog.
The key highlights to me from the very interactive lunchtime discussion:
What is going to be the catalyst with Factset to make it really take off in a positive direction? Do they entertain any transformation acquisitions?
What does the future of the London Stock Exchange look like and does the rebranding of Eikon really matter? Is their $MSFT ( ▼ 0.88% ) valuable or more of just a branding exercise?
Will there be a 4th player in the financial services terminal market in the next 10 years? Are any current private companies capable of breaking in against Bloomberg, Factset & Eikon aka Workspace.
And given this market sell off, does anyone get bold and make big moves? Does $MCO ( ▲ 1.37% ) or $MSCI ( ▲ 0.86% ) make some big acquisitions? Are there smaller companies that are public that get tucked in to these bigger players?
The rise of AI is making the value of data go up. It’s clear everyone knows consumption-based data market contacts are coming. Who will be the winners is still not fully clear.
Apple Is Coming for the Smart Home — And Fast
Apple’s rumored Face-ID door lock and smart display hub are more than just new products. It’s a clear signal: they’re going all-in on smart home automation.
The tech giant is doubling down on the smart home, the $158B industry that’s growing 23% annually.
And with Apple’s entry, investors are looking for the next breakout company - and potential acquisition target.
They’re chasing Google (acquired Nest, $3.2B) and Amazon (acquired Ring, $1.2B).
History shows: when Apple plays catch-up, they go big.
And there’s one startup perfectly positioned to benefit.
With 10+ patents, distribution in over 100 Best Buy stores, and a Home Depot launch in 2025, RYSE is built for a breakout.
Early investors in Ring and Nest saw life-changing returns.
Now, RYSE is open at just $1.90/share.
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