Operating at the Intersection of Technology and the Capital Markets
Tag: Facebook
Intuit (ticker: INTU), recently announced that it had agreed to acquire Mailchimp, the marketing platform used by small and medium-sized businesses (we are a Mailchimp customer). Intuit is in the business of serving the SMB market. Facebook (ticker: FB), also serves SMBs and made a smart acquisition last year (Kustomer acquisition) to bolster its SMB … Continue reading A Win for Intuit. A Loss for Facebook
Tickers mentioned: Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Facebook (FB), Microsoft (MSFT) In May we wrote about Amazon potentially acquiring MGM. That deal was subsequently announced and will be reviewed by the FTC (per the WSJ) under new FTC Chair Lina Khan. We recently mentioned Ms. Khan as being tough on Big Tech. The FTC's … Continue reading Big Tech Firms Will Find It More Difficult To Execute M&A
Instagram is on to APIs. Biden's budget implies stagflation. EV poster child Elon Musk will benefit from Biden's spending plan beginning in 2023. Ransomware attacks continue to expose the fragility of our legacy technology systems. Last month we wrote about API strategy. Instagram (tkr: FB), recently opened its platform via APIs to enable Instagram messages … Continue reading Instagram, Stagflation, EVs and More Cyberattacks
Both Facebook (Facebook Blue and Instagram) and Twitter have an enormous Bot problem. Fake user accounts are included in active user counts and therefore contribute to Ad rates. Facebook said it took down 1.3 billion fake accounts October-December which is not to say it removed every last fake account or even a majority of them. … Continue reading The Facebook and Twitter Ad Scam
A digital currency world is coming. The 2022 Beijing Olympics will operate via a digital RMB for local attendees and may include digital cross-border payments as well. Our Federal Reserve is experimenting with digital currency. Both Fed Chair Powell and Treasury Secretary Yellen have talked down Bitcoin and said the U.S. will move slowly with … Continue reading Square, PayPal, and Apple Will Dominate A Digital Currency World
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
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
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