Operating at the Intersection of Technology and the Capital Markets
Tag: Facebook
Meta Platforms/Facebook (META) should acquire Intuit (INTU). Meta's Facebook unit has peddled its wares to small businesses for some years. To this end, META agreed to acquire Kustomer (provider of CRM tools to small businesses), in November 2020. That deal finally closed in February 2022. Acquiring Intuit would advance the execution of Meta's small business … Continue reading Meta (Facebook) Should Acquire Intuit
Broadcom agrees to acquire VMware for $61 billion As we wrote previously, we believe this acquisition is a strategic blunder on the part of Broadcom (AVGO). Broadcom's acquisition of VMware (VMW) is essentially a "bet the company" type of acquisition given the amount of purchase consideration ($61 billion) and also given the fact that the … Continue reading Broadcom Agrees To Acquire VMware
Here is our follow-up to our recent article Facebook Will Be Next. We have stated on a number of occasions that social media companies such as Meta/Facebook and Twitter overstate the number of active users given that the active user metric is a self-reported figure and given that no outside firm has the ability to … Continue reading Facebook and The Blockchain
We have long questioned the integrity of the reported user metrics disclosed by Twitter (TWTR) and Facebook (FB), as it relates to the number of fake user accounts in a given reporting period (See our recent article Elon Musk Does Perform Due Diligence). A recent Twitter study by SparkToro and Followerwonk claim that 19% of … Continue reading Facebook Will Be Next
It appears that Elon Musk does perform due diligence. Today the market freaked out when Elon Musk essentially said his Twitter (TWTR), acquisition is on hold pending due diligence. Specifically, as common sense would suggest, Musk does not take Twitter at face value when the company says that fake accounts are less than 5% of … Continue reading Elon Musk Does Perform Due Diligence
Facebook needs to build a bridge between its present product portfolio and a Metaverse-centric future. iOS users began to opt out of iOS app tracking when iOS 14.5 was released in April 2021 as part of Apple's App Tracking Transparency policy. iPhone, iPad, and Apple TV apps are required to request users' permission to track … Continue reading Between Here and The Metaverse
Years of weak management and weak corporate governance are the reasons why Twitter is in the mess it is in. Twitter has been social media's weak sibling since its inception, trailing some combination of Facebook/Instagram and TikTok for over a decade. The fact that Twitter is in the position it is in is hardly a … Continue reading Twitter Made Its Own Bed
Prior to the 2008-2009 Financial crisis, stock buybacks were typically used by management teams to offset options dilution and to acquire undervalued company shares. Today, companies primarily use stock buybacks to goose the value of CEO options packages as well as to goose the value of shares held by CEOs and large institutional holders. The … Continue reading The Stock Buyback Scam
The Metaverse is a fancy term for accessing online worlds via the Internet. Gaming environments are a prime example. Online meeting spaces (avatar meetings) are another example. We can imagine a world where buying a home or purchasing an automobile take place in a virtual environment. We believe that every Software company of size will … Continue reading Metaverse Plays
Amazon may not be a surprise to investors given the ubiquity of Amazon's ecommerce platform. Apple is an online advertising challenger given the services that sit on top of its devices from Gaming (Arcade) to Apple TV to Apple News to Apple's forthcoming push into AR/VR. Microsoft is another Tech giant that does not enjoy … Continue reading Amazon, Apple and Microsoft Are Online Advertising Challengers
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