Sundar Pichai: YouTube now gets

    Posted by steve on 26th of Oct 2017 at 05:44 pm

    Sundar Pichai: YouTube now gets over 100 million hours of watch time, up 70% in the past year alone.

    Cord Cutting by Millennials 

    square (SQ)

    Posted by cape_rover on 26th of Oct 2017 at 07:21 pm

    SQ - Propritay credit card system attaches to your cell phone.  Used by underserved small businesses.  Great at rural places that dont have wifi like food truck vendors and farmers markets. Run by twitter Dorsey.  Creating an ecosystem for vendors- providing loans, etc.  Getting into banking.  Expanded into UK.  Stock probably overpriced - earnings in Nov.

    Square is a great example

    Posted by steve on 26th of Oct 2017 at 07:29 pm

    Square is a great example - I discussed in the newsletter just completed. I'm looking for new emerging plays at this stage but SQ is a great example of structural changes. GDOT is another such example along with V, MA, and PYPL. 

    80% cashless in Australia .. behavior shifts in US soon to come, when we talk about emerging trends.. this is early. at least for US... Asia has no legacy infrastructure so moving faster.

    There are major changes occurring

    Posted by steve on 26th of Oct 2017 at 05:59 pm

    There are major changes occurring as a result of improved internet speeds, smartphones, etc.  These are STRUCTURAL changes and that's where big money can be made as investors.  Besides trading I look for investment opportunities and it's best to be involved with ones that are in tune with structural changes. 

    Besides some of the obvious like AMZN and GOOGL, NFLX, and FB there are several small companies (both private and public) created to take advantage of such changes.  Things such as social media, apps, mobile payments, and e-commerce businesses to name just a few categories. 

    These social media plays are a HUGE opportunity for select investing.  For example Kylie Jenner's cosmetic company is on track for $1 Billion in sales. That's simply amazing. High margins and low overhead to boot.  I was speaking with a former hedge fund manager who attended a convention of such startups and he was amazed at the volume (revenue) many of these companies produced primarily tied to Facebook. Clearly, most of these are private ventures but I'm aware of a few small eCommerce public companies (RGNP and IMMD) that have this business model but not many others.  If anyone is aware of such companies please do not hesitate to share (via post) with details. 

    RGNP just partnered with Jen Selter and Nicole Ritchie will be coming on soon as well.  These ladies have 30 million plus followers. Stay tuned. 

    AMZN effects: mergers/partnerships for legacy names to survive. Cvs+Aetna, TGT+GOOG, WMT+Jet...

    Himax - Half of the

    Posted by cape_rover on 27th of Oct 2017 at 07:22 am

    Himax - Half of the company is boring low margin drivers for displays and the other half is exciting 3-D sensing technology.  

    Earnings out today - Steve might interest you

    Posted by cape_rover on 9th of Nov 2017 at 07:39 am

     This link explains their new technology 

    https://www.qualcomm.com/news/releases/2017/08/30/qualcomm-and-himax-technologies-jointly-announce-high-resolution-3d-depth

     Also check out their earnings release today. 

    Thanks for the article

    Posted by steve on 9th of Nov 2017 at 08:29 am

    Thanks for the article

     This is related to Himax

    Posted by cape_rover on 9th of Nov 2017 at 07:41 am

     This is related to Himax

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