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Posted on 2/5/21 at 6:30 pm to cgrand
quote:
ive had NVTA for a while now, since 28.
32 here and honestly I dont even look at it. It's in my group of long term holds that I dont even acknowledge.
It makes it easier for that perspective you speak of..
Posted on 2/5/21 at 6:33 pm to rintintin
Those talking about PINS, look what it did after the last 2 blowout earnings. If it follows suit it will trade sideways for at least a month or so.
I dont think we should expect a steady climb from here.
I dont think we should expect a steady climb from here.
Posted on 2/5/21 at 7:32 pm to hiltacular
SE weekly chart
look at this monster
look at this monster
Posted on 2/5/21 at 7:34 pm to rintintin
Today ARK Funds bought over 2.1 million shares of SNAP as a starter position. Based on after hours price, the value is over $140,000,000. Impressive. I was wondering why SNAP had such a nice run today following earnings that had it down yesterday.
Posted on 2/7/21 at 10:40 am to tigerfan4444
WSJ
GOGO
quote:
Bill Gates is doubling down on private-jet travel, as the niche industry recovers more quickly amid the coronavirus pandemic than the wider commercial aviation market. The billionaire’s Cascade Investment LLC agreed Friday to team up with Blackstone Group Inc. BX 1.16% and private-equity firm Global Infrastructure Partners in a $4.7 billion deal for Signature Aviation SIG -2.92% PLC. The deal would boost Cascade’s stake in the world’s largest operator of private-jet bases to 30%, from a previous 19%. Commercial flying in much of the world has fallen sharply amid travel restrictions, quarantine rules and steep reductions in flights operated by cash-strapped airlines. Private-jet travel has bounced back quicker. For individuals and companies who can afford it, a private jet offers a way to limit close-quarters exposure to other passengers, as well as providing service to destinations that have been abandoned by airlines.
GOGO
Posted on 2/7/21 at 10:41 am to cgrand
I’m buying into GOGO this week baw
Posted on 2/7/21 at 10:48 am to Upperdecker
if you are flying private I’m thinking you consider airborne connectivity a foregone conclusion. This also ties in to your BB thesis BTW
Posted on 2/7/21 at 10:51 am to tigerfan4444
I actually hate SNAP as an investment.
PINS is going to do what SNAP can’t do (deliver the goods to advertisers)
PINS is going to do what SNAP can’t do (deliver the goods to advertisers)
Posted on 2/7/21 at 11:23 am to cgrand
I agree, I think GOGO is one of those premium services that will be looking at strong growth in the future as we continue to require connectivity 24/7. The airspace is the only place people forego connectivity really, I expect that will change soon
Posted on 2/7/21 at 3:41 pm to Upperdecker
this will be a game changer, total disruption of the social commerce sphere.
LINK
quote:
TikTok takes on Facebook with US ecommerce push Viral video app set to unveil a suite of new online shopping tools
LINK
Posted on 2/7/21 at 3:50 pm to cgrand
So as a personal mandate, I refuse to buy fb because I think it is a detriment to the country thus the rest of my stocks, but I also refuse to buy Chinese stocks (been burned by baba full disclosure), so im not sure who I want to win that battle.
I had some snap for awhile, but now my only social media hold is PINS
I had some snap for awhile, but now my only social media hold is PINS
This post was edited on 2/7/21 at 3:51 pm
Posted on 2/7/21 at 3:50 pm to cgrand
when/if tiktok goes public it’s got a path to take some serious scalps.
they already do this in China, each vendor sells directly from their tiktok channel with direct links to the commerce side. Instead of spending ANY money on advertising they can do it 20x more effectively on tiktok.
FB squarely in the crosshairs but others as well.
they already do this in China, each vendor sells directly from their tiktok channel with direct links to the commerce side. Instead of spending ANY money on advertising they can do it 20x more effectively on tiktok.
FB squarely in the crosshairs but others as well.
Posted on 2/7/21 at 3:52 pm to Pendulum
I’m with you on both counts. I bought a little FB earlier this month and felt dirty doing it so I sold. And no Chinese stocks for me but there have been some serious multibaggers (FUTU and YALA most recently)
plus I’m not certain how this would affect Pinterest
plus I’m not certain how this would affect Pinterest
Posted on 2/7/21 at 5:49 pm to cgrand
quote:
when/if tiktok goes public it’s got a path to take some serious scalps.
they already do this in China, each vendor sells directly from their tiktok channel with direct links to the commerce side.
What makes Tiktok so special in this regard? I'm ignorant to the monetization side of it. I would think that FB would be the better money maker because it's more popular with adults, that actually have money.
I know that SNAP and Tiktok are gaining popularity and are the cool new social media, but everyone is on FB, Twitter. Grandma isn't ever going to have a Tiktok account.
Well, even as I'm posting it, the nurses dancing on Tiktok always pretty much nullifies what I was thinking and proves me wrong, but I'm posting it anyway.
Posted on 2/7/21 at 10:21 pm to supadave3
quote:
What makes Tiktok so special in this regard? I'm ignorant to the monetization side of it. I would think that FB would be the better money maker because it's more popular with adults, that actually have money.
Like cgrand said, it’s much cheaper from a marketing standpoint. Plus younger people are much more likely to shop online. HERE is an article showing the percentages by age groups. I saw another article recently that shows that the likelihood of making multiple online purchases follows a similar trend.
Posted on 2/8/21 at 7:03 am to AA7
Premarket playing with my emotions
Posted on 2/8/21 at 7:07 am to Yak
Yea, everything is green again. Neat
Posted on 2/8/21 at 8:06 am to xxTIMMYxx
SE & SQ both trading above their highs pre-market
Posted on 2/8/21 at 8:12 am to cgrand
quote:
Palantir Teams Up With IBM
quote:up almost 10% premarket
(Bloomberg) -- Palantir Technologies Inc. and International Business Machines Corp. are uniting in a partnership that will dramatically expand the reach of Palantir’s sales force while making IBM’s own artificial-intelligence software easier for non-technical customers to use, the companies plan to announce Monday.
The global partnership is the largest of its kind for Palantir, the maker of data-analysis software whose shares have more than quadrupled since its September debut on the New York Stock Exchange. Palantir gains access to a sales team of more than 2,500 people, up from its current 30.
Yahoo Finance
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