Snapchat 4Q21: A Quick TurnaroundâŚAnd Why Facebook Didnât Snapback
With Snapchat's LT thesis restored, we would buy the stock even up 50%. A return to its 5 yr P/S average of 14x would equate to $66 on 2023 revenues.
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Facebook 4Q21: Trending on TikTok âHow to Lose $200B in Market Capâ
TikTok's threat doesnât impact the wave of monetization opportunities related to commerce, messaging, and the metaverse. FB trading at the same...
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Virtual Smoke and MirrorâVision to Reality
The recent surge in Metaverse have brought VR & AR back into the focus of the market. So is the Metaverse finally ready for prime time or still a...
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Roblox Analyst Day: TAM Unlimited
We wrote about Roblox after its most recent earnings in early November and our general take was⌠great quarter, but was it really worth a 30%...
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Weibo (WB US): Strong Quarter Amid Regulatory Crackdown
Weibo Corp (WB US) reported stronger than expected quarter earnings driven by resilient ad revenue growth. Its 3Q21 revenue grew +30% year-over...
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