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Google's third antitrust lawsuit since October has arrived, this time from a bipartisan group of states. As expected following yesterday's multistate lawsuit - that one from 10 states with Republican attorneys general - a new group of 38 states and territories led by Colorado is charging Goog...
Pinterest is up more than 160% from our bullish call in early July and up more than 105% from our bullish call in August. The biggest upside of Pinterest is that it’s able to rapidly increase its user base and add new advertising tools. We’re long Pinterest. Fo...
Antitrust charges were filed against Facebook for anticompetitive behaviour relating to acquisitions that stifled competition, and providing selective access to its APIs. In a worst-case scenario, WhatsApp and Instagram could be divested, which would be negative for total shareholder ...
In a move that has become all too familiar, Facebook (NASDAQ: FB) has noticed an upstart social media app that is gaining traction and wants to take a bite out of the smaller company's growth. The dominant social media network has deployed this playbook countless times over the year...
Family-run or family-led businesses often outperform markets over the long run. We can identify several attributes like long-term focus or stability in leadership that create a structural advantage. The outperformance is visible by several metrics - like stable growth rates, stabl...
Facebook is very scared that App Tracking Transparency on iOS will hurt ad revenue in the short term, and more importantly hurt their algorithms in the long term. By aiding Epic in their suit against Apple, they are trying to get courts to force Apple to relinquish some of the control...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify. Powell's dovish stance assures investors"The outlook for the economy remains extraordinarily uncertain," Fed Reserve Chairman Jerome Powell said during his...
Wedgewood Partners’ 13F portfolio value increased from $590M to $632M this quarter. David Rolfe added First Republic Bank and doubled Microsoft while dropping Nvidia. Their top five positions are at 39% of the overall portfolio. For further details see: Tracking D...
The full complaint by 10 states suing Google ([[GOOG]], [[GOOGL]]) over creating a digital ad monopoly charges the tech giant with colluding with rival Facebook to rig ad auctions. Facebook and Google essentially make up a digital ad duopoly now, with no realistic challengers who can enter an...
Sprout Social went public in December 2019, raising $150 million in gross proceeds from a U.S. IPO. The firm provides a social media management and tracking system to organizations of all sizes. SPT has produced enviable growth across all metrics through the pandemic. I'm Bull...
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Facebook (NASDAQ: FB) is venturing into a familiar hardware technology segment. According to a story published Friday in The Information, the social media giant is developing a smartwatch. Citing "people familiar with the device," the article said that Facebook's timepiece will ...
Apple (NASDAQ: AAPL) recently announced that, as part of an iOS 14 update, it will allow users to block the Identifier for Advertisers (IDFA), effectively short-circuiting targeted advertising on iPhones and other mobile devices. On the heels of that decision, stories emerged that ...
TikTok is planning to launch a set of tools this year to help creators monetize their presence on the social media app. It will focus primarily on social commerce, according to a report from Financial Times . Social commerce is a key piece of Douyin, TikTok's Chinese counterpart, an...