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Snap Is Worth $50B+ In 2020 With 300M DAUs https://seekingalpha.com/article/4056533-snap-worth-50b-2020-300m-daus?source=feed_tag_ipo_analysis Mar 20, 2017 - We have yet to see Snap's business model reach maturity, investing in the company today is a bet on a business model that has yet to fully evolve.Snap didn't show its first ad until late 2014, and is
Virtual Reality Is Here, And These Stocks Are In Focus: Monster Digital, GoPro, Google http://seekingalpha.com/article/4056508-virtual-reality-stocks-focus-monster-digital-gopro-google?source=feed_all_articles Mar 20, 2017 - MSDI is quickly securing market placement, with ultra competitive prices that do not compromise on quality.GPRO may finally grab traction in the VR drone market, but still has enormous intrinsic value
Amazon Using Trojan Horse Approach To Go After Smartphone Voice Market http://seekingalpha.com/article/4056346-amazon-using-trojan-horse-approach-go-smartphone-voice-market?source=feed_tag_long_ideas Mar 19, 2017 - Amazon's Alexa is invading Apple and Android smartphones using stealth methods.Leveraging its competitors' products is a strong move.What the overall voice battle is all about.
As Easy As ABC - Alphabet Is A Buy! http://seekingalpha.com/article/4056237-easy-abc-alphabet-buy?source=feed_tag_long_ideas Mar 18, 2017 - Alphabet is much cheaper than it appears.A ton of cash and investments.Other bets - Moonshots and Unicorns.Google - the cash machine.I've probably never seen such a wide moat.
Stock Splits Provide No Value To The Investor - NOT! http://seekingalpha.com/article/4056220-stock-splits-provide-value-investor?source=feed_tag_etf_portfolio_strategy Mar 17, 2017 - Stocks often get a share price boost surrounding a stock split. This is NOT why I like stock splits, but I don't mind it!Stock splits make DRIP investing without fractional shares more efficient.Stock
Microsoft Slowly Becoming a SaaS Company http://www.gurufocus.com/news/493120/microsoft-slowly-becoming-a-saas-company Mar 17, 2017 - Microsoft Slowly Becoming a SaaS Company, Stocks: MSFT,GOOG,GOOGL,AMZN,TWTR, release date:Mar 17, 2017
Wall Street Breakfast: G20 Finance Meeting Gets Underway https://seekingalpha.com/article/4056074-wall-street-breakfast-g20-finance-meeting-gets-underway?source=feed_tag_wall_st_breakfast Mar 17, 2017 - Treasury Secretary Steven Mnuchin will make his first foray onto the international stage today, traveling to Germany for the two-day G20 gathering of finance ministers and central bank governors. Inv
EU gives tech giants service term ultimatum http://seekingalpha.com/news/3251893-eu-gives-tech-giants-service-term-ultimatum?source=feed_news_all Mar 17, 2017 - European consumer protection authorities have given Facebook (NASDAQ:FB), Twitter (NYSE:TWTR) and Google (GOOG, GOOGL) a one-month ultimatum to amend their terms of service or face fines, Reuters repo
Facebook: Higher Growth In Digital Ad Spending Compels For High Valuations http://seekingalpha.com/article/4056008-facebook-higher-growth-digital-ad-spending-compels-high-valuations?source=feed_tag_long_ideas Mar 17, 2017 - Global digital marketing would grow to $335 billion.Facebook has a market share of 14%.Base case warrants for 23% upside.
Swatch Finally Responds To Apple Watch http://seekingalpha.com/article/4055978-swatch-finally-responds-apple-watch?source=feed Mar 16, 2017 - Apple: Too late, Swatch develops a competitor to watchOS.Apple: Jabil earnings spark irrational exuberance.Nvidia: Yet another Drive PX 2 partnership.
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