41–50 of 294 posts
And yet, it seems that the past 5 years of economic activity have been illusory. I expect a similar fate of Uber and Airbnb. Once the dust settles only the staid big co's shall remain.
But the other social sharing platforms then become escape hatches for the cool kids to hang out and share stuff in more authentic/novel/exclusive communities, fueling a few to rocket growth and unicorn valuations. But like that indie band you discovered that's now playing on the radio every damn day, the bigger it gets the more the early adopters will move on to something else. And especially in a situation where your primary market is teenagers, there's nothing less cool than what was cool 5 years ago.
Earlier quoted context omitted.
The procedures to produce an SEC report take time and aren't automatic. Management discussion, etc. As a former professional investor quarterly is fine. i want mgmt focused on running the business, not reporting to investors. Anyone who wants more frequent data so they can trade the stock can hit the road as far as I care.
Interesting! Thank you for your perspective and insight. Do you think that having some data reported automatically in realtime could minimize surprises such as what we see here? Perhaps then the quarterly reports could be more focused on describing the longterm strategy and market landscape?
Earlier quoted context omitted.
Facebook didn't have a competitor with 20x the market cap doing a great job of rapidly copying their distinguishing features.
Over 1000 Googlers were cranking on Google Plus, which at the time was a Facebook copy cat. What makes Facebook so threatening to Snapchat is the aggressive cloning in tandem with it's pre-existing, larger network. By the time Google decided to clone Facebook, the Facebook Graph was already more powerful than the GMail graph (which is what Google Plus was built on).
I said "great job".
Earlier quoted context omitted.
Facebook didn't have a competitor with 20x the market cap doing a great job of rapidly copying their distinguishing features.
Over 1000 Googlers were cranking on Google Plus, which at the time was a Facebook copy cat. What makes Facebook so threatening to Snapchat is the aggressive cloning in tandem with it's pre-existing, larger network. By the time Google decided to clone Facebook, the Facebook Graph was already more powerful than the GMail graph (which is what Google Plus was built on).
Earlier quoted context omitted.
The procedures to produce an SEC report take time and aren't automatic. Management discussion, etc. As a former professional investor quarterly is fine. i want mgmt focused on running the business, not reporting to investors. Anyone who wants more frequent data so they can trade the stock can hit the road as far as I care.
Interesting! Thank you for your perspective and insight. Do you think that having some data reported automatically in realtime could minimize surprises such as what we see here? Perhaps then the quarterly reports could be more focused on describing the longterm strategy and market landscape?
Should. Buy. GoPro.