Paypal + Pinterest Initial Thoughts
We are more bullish on the deal logic than initial reaction from the market and sell-side and would buy Paypal on this pullback.
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Roblox 2Q21: The “Other Metaverse” Company
So much attention from Facebook’s call was about Zuckerberg declaring it the “metaverse” company. Roblox's platform is aging up, monetization...
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Facebook 2Q21: “Significant Deceleration?” Cmon.
We think Facebook was unfairly punished for its earnings last week...it "underperformed" Google's 2Q21 results because its "overperformed" in 2Q20....
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Snap: Forget Twitter, Look Out Facebook
We continue to push Snap as a core long...and are probably even more bullish today then we were a year ago. Facebook's market cap is 10x Snap's. We...
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TMT Weekly: 3 Things that Stood Out The Week of 6/​4/​​​​​2021 (Non-AMC Edition)
Palantir's general level of ridiculousness hits another level, Twitter discovers business models invented 4-5 years ago, and work from home keeps...
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