Skip to main content

Posts

Showing posts from June, 2017

Featured On Forbes - Why An Investment In Snap Is Fraught With Risks

Snap Inc's early days as a publicly listed company have been a mixed bag. If stock returns are the barometer of success, you'd have to say Snap's IPO has arguably been a success. The stock trades at just over $20.2 a share, implying a near 19% return for investors who bought into the IPO. Annualized, these returns look even better, given that Snap debuted on the NYSE just about three months ago, in early March. For most investors, these are returns you can't complain about. However, for those who bought shares of the company at levels closer to $30 a piece, the experience hasn't been as pleasant, with buyers at the peak now down by over 31%. And as things stand, the narrative doesn't look great for the company, even after such a big correction. To be fair, a big part of the correction took place prior to Snap's disappointing earnings release, and you could put that down to profit booking. However, poor quarterly results have played their part as well,...

Featured On Yahoo Finance - The next multibillion-dollar opportunity for Amazon

There has been a lot of talk about Amazon’s ad-business lately, and for good reason. For Amazon, which can do with some margin expansion, the digital advertising space represents a big opportunity. According to estimates, Amazon’s advertising business raked in $1.2 billion in revenue last year. While the number seems rather small compared to Amazon’s way bigger e-commerce and AWS segments, this segment is growing at a fast clip. Morgan Stanley’s Brian Nowak expects Amazon’s ad-revenue to grow to $7 billion by 2020. However, the opportunity could be even bigger. Exactly how big? Read the whole post on Yahoo Finance .