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TWTR

+32 pts



$TWTR - At the level of expectations

By arstgurujai on Sept. 8, 2021, 8:24 p.m.
Tagged topics: valuations , earnings results , social media

Views: 15, Votes: 2, Responses: 0, Attachments: 2
FB

+32 pts



$FB - Needham provides 10 takeaways from Facebook's Oversight Board's progress update

By phenphen on Aug. 18, 2021, 5:29 p.m.
Tagged topics: social media , Needham , Oversight Board , Donald Trump

Views: 19, Votes: 2, Responses: 0, Attachments: 2
MTCH , BMBL

+1 pts





By i_sarut on Aug. 15, 2021, 2:39 a.m.
Tagged topics: deep dive , improving outlook , social media , RBC , online dating , reopening beneficiaries

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BMBL

+1 pts





By i_sarut on Aug. 15, 2021, 2:34 a.m.
Tagged topics: deep dive , social media , Jefferies , online dating , global opportunity , friend discovery , professional networking

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , FB , SNAP , ATVI , TTWO , ZNGA

+5 pts





By alesanco.josemaria on July 21, 2021, 8:16 a.m.
Tagged topics: digital advertising , video games , big tech , analyst top pick , social media

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FB , GOOGL , SNAP , TWTR

+32 pts



Jefferies sees strong digital ad backdrop, but believes $FB has the most upside, also constructive on $GOOGL

By labjordan on July 20, 2021, 2:17 p.m.
Tagged topics: valuations , digital advertising , earnings preview , social media , Jefferies

Views: 113, Votes: 3, Responses: 0, Attachments: 19
ATVI , EA , TTWO

+35 pts



JP Morgan data suggests overall video game engagement now similar to pre-pandemic levels, though select titles remain above

By junkfoodlover on July 20, 2021, 1:34 p.m.
Tagged topics: analyst checks , Call of Duty , video games , social media , JP Morgan

Views: 200, Votes: 2, Responses: 0, Attachments: 17
AMZN , FB , SNAP , ATVI , ZNGA , TTWO

+37 pts



Morgan Stanley keeps $AMZN as their Top Pick as investors begin to value it on GAAP EPS, also bullish on video games on user trends

By mooreideas on July 20, 2021, 11:30 a.m.
Tagged topics: digital advertising , video games , big tech , analyst top pick , social media

Views: 222, Votes: 3, Responses: 1, Attachments: 26
BMBL , MTCH

+34 pts



$BMBL - RBC likes Bumble's 'quality over quantity' approach, sees strong margin upside because pricing power is 'just scratching the surface' (deep dive)

By junkfoodlover on July 9, 2021, 2:58 p.m.
Tagged topics: deep dive , social media , RBC , online dating , reopening beneficiaries

Views: 108, Votes: 2, Responses: 1, Attachments: 28
GOOGL , FB , SNAP , WMT , PINS , KIM , SPG

+1 pts





By Igarbuz on June 27, 2021, 12:06 p.m.
Tagged topics: digital advertising , post-COVID , social media , economic recovery , Morgan Stanley , online advertising

Views: 1, Votes: 1, Responses: 0, Attachments: 0