WEEKLY ISSUE: Examining an Aging of the Population Contender as we wait for the Fed

WEEKLY ISSUE: Examining an Aging of the Population Contender as we wait for the Fed

As we wait for the results of the Fed’s latest monetary policy meeting later today, we’ll put an Aging of the Population company under the microscope and share some thought on what renewed privacy concerns are likely to bring about.

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The Orbitz hack is more confirmation for our Safety & Security investing theme

I just received an email notification from American Express (AXP) detailing the following: “We are writing to let you know that American Express recently learned that our third-party vendor, Orbitz, was the victim of a cyber attack. “ Of course, this is the latest announced high profile cyber attack, which in my view serves as […]

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We expect Facebook will answer the call for more privacy safeguards

We expect Facebook will answer the call for more privacy safeguards

Shares of social media platform and Connected Society hub, Facebook, are being hit over renewed privacy concerns spinning out of more revelations concerning the 2016 presidential election. With the company already refocusing on quality interactions among its users, we expect it will answer the call for greater privacy safeguards as it expands its reach into video related content.

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Forget ADAU with Facebook, it’s all about ARPU

Forget ADAU with Facebook, it’s all about ARPU

While the herd is caught up in changes to Facebook that may lead to a dip in average usage, we see the surge in average revenue per user as the real drive in earnings. With advertising rates climbing and the company focused on monetizing the majority of its platforms, we see it continuing to win overall advertising spend dollars in the coming quarters.

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Weekly Issue: After the close corporate earnings anything but “steady as she goes”

Weekly Issue: After the close corporate earnings anything but “steady as she goes”

As earnings heat up and volatility returns to the market, we are standing pat with our existing call options positions. As we do this, we’re sharing a very speculative idea with subscribers that leverages the growing mobile banking market in India

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Businesses flock to Instagram

The adoption of social media by companies to reach customers, share its wares, drive revenues and build its brands continues. Amid the battle between Facebook and LinkedIn, we are seeing businesses embrace Instagram, in some cases as its only web presence, to reach customers. Even as we peruse Instagram, we are seeing more companies have […]

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Facebook joins Amazon in disrupting food delivery 

Facebook joins Amazon in disrupting food delivery 

Recently it was announced that Amazon (AMZN) partnered with Olo, a supplier of order and pay technology to thousands of U.S.  restaurants, to expand its burgeoning food order/delivery service. After testing a similar solution over the last year, Facebook (FB) is now taking its own take on this live across the U.S. As we watch […]

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