Rob DeFrancesco

Robert DeFrancesco is a seasoned technology-stock analyst, who for 13 years covered the sector for Louis Rukeyser's Wall Street newsletter. In 2003, he launched Tech-Stock Prospector (TSP), a research, analytics & advisory service focused on emerging and established tech companies. Robert, managing editor of TSP, uses a combination of fundamental and technical analysis to identify and capitalize on inefficiencies within the tech-stock sector. In addition to conducting in-depth company-specific research, he keeps track of the latest developments across the entire tech landscape, paying particular attention to the major themes--including cloud computing, Web 2.0, social networking, Internet of Things, analytics, virtualization, datacenter consolidation, collaboration, security and mobility. Robert attended Villanova University and American University Law School. He lives in Los Angeles.

Analyst Articles

Analytics will be one of the main growth areas in software next year. As more organizations realize the power of their internal, machine-generated and customer data, they are increasingly turning to business intelligence/analytics software, particularly solutions that visualize information in an easy-to-understand format that shows key trends and insights. The… Read More

Analytics will be one of the main growth areas in software next year. As more organizations realize the power of their internal, machine-generated and customer data, they are increasingly turning to business intelligence/analytics software, particularly solutions that visualize information in an easy-to-understand format that shows key trends and insights. The… Read More

A new round of consolidation could be about to work its way through the semiconductor industry. There were various reports circulating last week about some potential large deals percolating across the space. In an overall industry that is only getting more competitive, chipmakers know that if they get bigger via… Read More

I remain positive on Next Wave Portfolio holding Qualys (QLYS) for the long term based on a number of factors, and believe the recent sharp pullback in the stock provided a more attractive entry level from a risk/reward perspective. Shares of the provider of cloud-based enterprise security solutions fell to… Read More

I remain positive on Next Wave Portfolio holding Qualys (QLYS) for the long term based on a number of factors, and believe the recent sharp pullback in the stock provided a more attractive entry level from a risk/reward perspective. Shares of the provider of cloud-based enterprise security solutions fell to… Read More

[from today’s Portfolio Update in Smart Tech Investor]I am adding Tableau Software (DATA) to the Next Wave Portfolio because it’s one of the key beneficiaries of the shifting BI market. Tableau’s analytics software for data visualization is increasingly being implemented across all sizes of organizations. The company’s customer… Read More

[from today’s Portfolio Update in Smart Tech Investor]I am adding Tableau Software (DATA) to the Next Wave Portfolio because it’s one of the key beneficiaries of the shifting BI market. Tableau’s analytics software for data visualization is increasingly being implemented across all sizes of organizations. The company’s customer… Read More