INTEGER INVESTMENTS

- General Electric is one of the most iconic U.S. businesses. - Over the last few years, the company has gone through ups and downs. - The stock price has significantly declined. - We analyze the changes GE is going through and provide a valuation of the business. To read the full article click here. #artificialintelligence #ge #generalelectric #predix #JohnFlannery #MA

- New GE CEO John Flannery is making leadership changes, including removing the current CFO. - Chief Financial Officer Jeff Bornstein is being replaced by relative newcomer Jamie Miller. - The changes are a signal that GE is trying to change strategic direction, though it is too early to see their impact going forward. To read the full article click here. #artificialintelligence #ge #generalelectric #predix #JohnFlannery #MA

- IBM is at a turning point (I know we already said that). - The market is underestimating the growing importance of the strategic imperatives and growth catalysts such as blockchain. - We reiterate our buy recommendation with target price of $175. To read the full article click here. #artificialintelligence #MA #ibm #blockchain #IBMturnaround

- GE has sold its Industrial Solutions business to European firm ABB. - Flannery’s record indicates we can expect more shedding of underperforming divisions and proceeds to be invested into restructuring. - Despite GE’s shares having lost value since the time of the sale, this is probably a positive step for the firm. To read the full article click here. #artificialintelligence #ge #generalelectric #predix #JohnFlannery #MA

- John Flannery has recently taken over as General Electric CEO. - The company will not reverse or radically alter its current strategic shift into tech. - More of a focus on in-house innovation can be expected. To read the full article click here. #artificialintelligence #ge #generalelectric #predix #JohnFlannery

- Potential for value creation exists, but is by no means certain. - Regulators may be concerned by overlap between the two firms. - Regulators may also examine the possibility of unfair advantage through vertical integration. To read the full article click here. #artificialintelligence #ge #generalelectric #predix

- GE is attempting to shift into augmenting its products with software and big data applications. - Cloud-based platform Predix is the jewel in the crown of this strategy. - Other key investments present exciting opportunities for growth. To read the full article click here. #artificialintelligence #ge #generalelectric #predix

- Orbotech supplies manufacturing products and solutions to consumer electronics manufacturers such as Samsung and Foxconn. - The consumer electronics industry continues to boom, and emerging economies like China and India are likely to cause this trend to continue. - The company’s strong positioning in the rapid-growth industries of solar energy and autonomous vehicles should be watched closely. To read the full article click here. #artificialintelligence #orbotech #solarene

- Increasing orders for Axon Body Cameras and Evidence.com leads Axon Enterprise towards growth. - Company’s products considered of the highest standard as compared to its competitors. - However, we believe that the competitive advantage of the company lies with its recently created Artificial Intelligence powered body cameras. - To quickly build up its network and capabilities, Taser announced that will offer to every police officer a one-year free trial of its body camera.

- Despite the hype surrounding IBM Watson technologies, it is still unclear how it works in practice. - We interview Neil Movold, CEO of Insight NG, a start-up that uses Watson to power its platform. To read the full article click here. #artificialintelligence #IBM #machinelearning

IBM is reinventing itself. In a series of articles, I will discuss how IBM is changing and how it will compete in the technologies of the future. This article is part of an interview with IBM. To read the full article click here. #IBM #IBMturnaround #artificialintelligence #Cloudstrategy

- Long term investing must consider new technologies. - Technologies can change dramatically the economics of entire industries. - We discuss how and which stocks will be impacted by these technological trends. To read the full article click here. #DNA #DNAsequencing #selfdrivingcars #driverlesscars #3Dprinting #artificialintelligence #drones #robots