Fair enough. I haven’t used it for years. And I don’t like it. Which means I’m predisposed to seeing signs of decline when they don’t exist. But Facebook’s latest results at least give me some evidence to work with. Show More
social media
During this week’s results presentation WPP Group (WPP, the old STW Communications) reported on the state of the advertising market for the past year as well as expectations over the next few years. Coming from a significant media buying group it made for interesting reading. Show More
If you weren’t aware of Twitter before the US Presidential race, then you surely are now. Provided you don’t use more than 140 characters, Twitter is a social media platform that largely lets you share any thought that crosses your mind with the entire world. Show More
Regardless of Macro environment, Marsico Capital are particularly focused on franchises that could be characterized as “disrupters”. These include companies that exhibit a business model potent enough to redistribute the revenue or profit pool of an existing industry to themselves, even as other participants struggle with the classic innovator’s dilemma... Show More
Nick Griffin, Portfolio Manager at K2 Asset management, explains why he sees a massive shift away from traditional media spends into digital and social channels. When looking at the global digital distribution Griffin sees acceleration at a frightening rate as some of the biggest brands communicate to him that they... Show More
Somewhat obscured behind big earnings news from Apple and Amazon, Facebook posted big numbers exceeding analyst projections on both the top and bottom lines. The company generated $2.5 billion in revenues and adjusted earnings of $0.34 per share. Analysts had projected $2.36 billion in revenue and $0.24 a share in... Show More
Twitter (TWTR) - If you're looking for a stock to short then Twitter seems to be one that should be on trader's radar right now. Having reached $74.73 late last year, it has now lost 40% of its value. The trend lower is strong and the stock will need to... Show More
Big news today from the social media realm, with Facebook (FB) blowing away earnings expectations. The social media giant is up nearly 15% as of this writing. Investors are clearly thrilled with the company's transition to a mobile first company. Mobile ad revenue accounted for 53% of total revenues, up... Show More
With US equities soaring to record highs and many recent IPOs showing healthy gains, it's a good time to look at the next wave of buzz-worthy companies that may go public. The latest social media sensation likely to get called up is Pinterest. The content sharing site could be the... Show More
Snapchat, the latest social-media fad in the States has rejected a $3BN offer from Facebook. The application allows users to send each other snaps, short messages or photos that auto-delete in less than 10 seconds. According to some sources China's Tencent is also courting the company and has offered to... Show More
Bloomberg: Twitter shares surged by more than 93% at one stage during their first session on the NYSE. The shares rose as high as $50.09 and were trading at $45.49 at 12 p.m. The company sold 70 million shares at $26 in its initial public offering yesterday, raising $1.82 billion.... Show More
What is a fair value for Twitter's shares? Aswath Damodaran, a professor at New York University, has built a valuation model that assumes Twitter will scoop up around 5.5% of the online ad market by 2023, giving it revenues of $11.2 billion. His model also posits an operating margin of... Show More