The SEC Needs To Step Up Its Enforcement Game. Political Pressure Is Focused Elsewhere. Private, decentralized messaging platforms where user IDs are not tied to real world identities make it possible for public company executives to discretely disclose non-public information with select investors. Discord is one such example. It will be interesting to observe the … Continue reading Technology Is Running Circles Around Financial Regulators
Category: Social Media
We compared Product Development/ Research & Development investment as a Percentage of Revenue for 20 Technology companies across a variety of subsectors. Our comparison focused on the December quarter. Click HERE to download the table as a PDF. Tickers mentioned: AAPL ADBE ADSK AMZN CRM CSGP FB GOOG IBM ICE MSFT NFLX ORCL PYPL SHOP … Continue reading We Compared Product Development Investment for 20 Tech Companies
Tickers mentioned: AAPL AMZN FB GOOG PYPL SNAP TTD TWTR Google is flexing its online advertising muscles. The company will eliminate third-party advertising cookies and will not replace them with technologies that make it possible to track individual users across the Internet. Google and other Technology giants control the most eyeballs and will continue to … Continue reading Google Flexes Its Online Advertising Muscles. Big Fish Get Bigger.
Alphabet, Amazon, Apple, Facebook and Microsoft each grew headcount in 2020 with all but Alphabet accelerating headcount growth. Big Tech has a hunger for software engineers, architects, designers and data scientists. These skilled employees are working to scale sophisticated cloud platforms, applications and services that increasingly leverage advanced automation and analytics powered by artificial intelligence/ … Continue reading Big Tech’s Hunger For Talent
TikTok Gains, Facebook Loses and Don't Forget YouTube Some highlights (click here to download table): Snapchat has lost popularity among teens since 2018.TikTok has become the leading social media platform among teens.Instagram has lost share among teens since 2019.Twitter and Facebook were the biggest losers among teens (2012-2020).YouTube was not part of the survey yet … Continue reading Most Popular Social Networks Among Teens
Hopefully prospective SEC Chairman Gary Gensler will work to rein in the frothy activity that has occurred in the capital markets over the past decade. These range from slap on the wrist fines (large banks in particular), which amount to nothing more than a Cost of Goods Sold charge, to SPACs to more recently social … Continue reading The Social Media-Enabled Pump and Dump
The retail trading crowd views Elon Musk as a populist hero. The reality is Musk is a carnival barker and borderline fraudster in the vein of WeWork founder Adam Neumann. Mr. Musk got off easy under lax former SEC Chairman Jay Clayton. Recall in August 2018 when Musk posted on Twitter that he had secured … Continue reading Elon Musk Is A Carnival Barker At Best, A Criminal At Worst
During an equity market bubble 13-year old children are as smart or smarter than experienced stock pickers. Who needs to assess valuation, industry trends, the competitive landscape and management teams when stocks only go up? Heck, reddit chat room WallStreetBets ("WSB"), tells investors everything they need to know (said with sarcasm). Plus, Elon Musk Tweeted … Continue reading Everyone Is A Stock-Picking Genius During A Bubble. Where Is The SEC?
FOMO is stronger than ever given social media, the 24-hour news cycle and various fintech apps that facilitate equity trading. FOMO ("Fear Of Missing Out"), is stronger than ever, especially among the retail trading community. Retail traders are flush with cash coming off of 2020's Federal Government issued checks and enhanced unemployment benefits. Technology has … Continue reading FOMO Is Stronger Than Ever
A Big Tech vs. Big Government showdown is far less likely than a marriage of the titans. Whether it be Google's search monopoly, the Facebook/ Twitter/ TikTok social media oligopoly, the AWS/ Azure/ GCP oligopoly, the App Store/ Google Play duopoly, or the iOS/Android duopoly, the amount of power and influence concentrated among the world's … Continue reading The Marriage of Big Tech and Big Government