Investor

These Charts Show How Fast Traders React To Carl Icahn Tweets

Source: http://www.businessinsider.com/traders-reactions-to-icahn-tweets-2013-8

Last week, billionaire investor Carl Icahn Tweeted that he had a large stake in Apple and had talked to Tim Cook. During the final hours of the trading session, Icahn’s Tweets had added more than $17 billion to Apple’s market cap.

Ancoa, a surveillance platform for financial markets, recently took a look at how the stock reacted to the Tweets.

Just three seconds after the first Tweet, the stock started to rip.  This is visualized in the charts below. The two blue dots represent Icahn’s Tweets and the green dots represent trades.

Check out their charts below:  (Read Ancoa’s full blog post here)

apple chart

 

Tags: , , , , , , , , , , , , , , ,

Friday, August 23rd, 2013 news No Comments

Here’s The Big Problem With Facebook’s New E-Commerce Effort (FB)

Source: http://www.businessinsider.com/heres-the-big-problem-with-facebooks-new-ecommerce-effort-2012-9

facebook gifts

Yesterday, Facebook announced that it will sell gifts users can send to their friends.

Chris Dixon, a successful serial investor and one of New York’s most visible startup investors is skeptical it’ll work.

“Getting users to switch ‘modes’ from online to offline (& vice versa) has historically yielded very low conversion rates,” he tweets.

His point is that when people go to people go to Website for one reason, it’s hard to get them to do anything else.

Users go to Amazon to shop, Match.com for a date, and Craigslist for a free sofa. Users go to Facebook to share photos and maybe read news, not buy things.

Just because a new feature from Facebook appears, doesn’t mean users are going to suddenly start going there to use it.

“It’s all about the mental state. Are you sharing photos online [or] giving something offline? The numbers show it’s hard to switch.”

Other cases in which getting users to switch “modes” from offline to online or back again, that hasn’t worked include “showing URLs in TV ads or magazines” or “trying to sell anything on [a] social network.”

Please follow SAI on Twitter and Facebook.

! Join the conversation about this story »

Tags: , , , , , , , , , , , , , , , , , , ,

Friday, September 28th, 2012 news No Comments

Spotify Is Now The Second Biggest Source Of Revenue For Labels

Source: http://www.businessinsider.com/spotify-revenue-labels-2012-6

sean parker spotify interview

Spotify is now the No. 2 revenue source for the major music labels, a source close to the company tells us.

Spotify is an on-demand music service. There are free and subscription options. 23 million people used the service last month, according to AppData.

The No. 1 revenue source for labels is Apple’s iTunes.

iTunes paid approximately $3.2 billion to record labels in 2011, Business Insider Intelligence estimates.

The gap between Apple and Spotify remains extremely large, our source tells us.

“iTunes is way up here,” our source said, gesturing up high, “and everyone else is way down here.”

At this year’s SXSW conference in Austin, early Spotify investor Sean Parker said: “If we [Spotify] continue growing at our current rate in terms of subscriptions and downloads, we’ll overtake iTunes in terms of contributions to the recorded music business in under two years.”

Spotify, founded in Sweden in 2006, is currently raising $220 million at a $4 billion valuation. Goldman Sachs is investing $100 million in the round, Evelyn Rusli reported in the New York Times.

Spotify raised more than $100 million at a $1 billion valuation in 2011. 

We first heard about Spotify’s latest raise at a massive valuation back in March. Then, investors told us they were very skeptical of the company’s prospects. The reason: Spotify does not own the content it sells to consumers. The labels do. In this view, the music labels will be able to keep a close eye on Spotify’s margins and tax the startup’s (as-of-yet unrealized) profits heavily.

The more optimistic view is that the labels will support Spotify as an alternative to iTunes, which the labels view as too powerful. In this outcome, Spotify will become a revenue source the label come to depend on and it will be able to dictate terms.

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

Tags: , , , , , , , , , , , , , , , , , , ,

Monday, June 25th, 2012 news No Comments

AT&T CEO predicts data-only plans within two years

Source: http://www.engadget.com/2012/06/01/atandt-ceo-predicts-data-only-plans-within-two-years/

The fact that modern smartphones still actually make voice calls may well come as a surprise to many users happy to use their mobile devices as pocket-sized computers. Carriers, on the other hand, seem content to keep the “phone” in smartphone. AT&T’s Randall Stephenson told an investor conference this week that he sees a time in which carriers offer up data-only options for subscribers — a time that may well come in the next two years or so. The CEO said he’d, “be surprised if, in the next 24 months, we don’t see people in the market place with data-only plans.” It’s hardly an announcement, but it certainly comes from a guy who knows a thing or two about where the industry is headed.

AT&T CEO predicts data-only plans within two years originally appeared on Engadget on Fri, 01 Jun 2012 12:59:00 EDT. Please see our terms for use of feeds.

Permalink   |  sourceYahoo!  | Email this | Comments

Tags: , , , , , , , , , , , , , , , ,

Friday, June 1st, 2012 news No Comments

Rakuten Strategy In Pinterest Coup

Source: https://intelligence.businessinsider.com/welcome

social media traffic referrals

The announcement that Pinterest raised a lot of money at a billion-plus valuation was expected; less expected was the name of the lead investor: Rakuten, the Japanese e-commerce giant. 

This is a brilliant move for everybody involved. Here’s why:

  • Pinterest is building a monetization strategy based on driving ecommerce referrals: if you pin something you or someone else who follows you can buy it, and Pinterest gets a referral fee. From what we’ve been told, however, this still drives minimal revenue as Pinterest gets that referral income from a third party company, and because a lot of Pinterest activity is “aspirational” (you might “pin” a $20,000 wedding dress because it’s fabulous, but you’re not going to buy it). Turning Pinterest into a monetization engine would therefore require product optimizations, such as e.g. allowing brands to build stores inside Pinterest. That being said, Pinterest clearly has a lot of potential. As you can see from the chart above, from Capstone Investments’ Rory Maher, Pinterest already drives as much traffic as Twitter despite being years younger.
  • This is where Rakuten comes in. Rakuten not only has great e-commerce experience, being the biggest e-commerce company in Japan, it has experience at a very specific kind of e-commerce; what’s known as “B2B2C.” Rakuten’s website is like a “shopping mall” where thousands of small businesses set up storefronts that Rakuten manages and drives traffic to. Rakuten is not like Amazon, in that it’s not a store, but it’s also not like eBay, in that it’s not a pure marketplace. It’s something inbetween, that’s known as B2B2C, that allows businesses to sell to consumers via an intermediary. What’s more Rakuten, starved for growth in its home country, has been on an international warpath, buying leading European and American commerce startups for hundreds of millions of dollars and investing heavily in China.

In other words, Rakuten could teach Pinterest how to become this B2B2C powerhouse; how to become a fee-collecting intermediary for social commerce by figuring out how to connect shoppers and businesses and brands. This would be extremely profitable for everyone involved.

RELATED: Here’s Why Facebook Stores Aren’t Working →

Please follow BI Intelligence on Twitter.

Join the conversation about this story »

Tags: , , , , , , , , , , , , , , , , , , ,

Thursday, May 17th, 2012 news No Comments

Hard To See How Howard Schultz Quitting Groupon’s Board Is Anything But Lousy

Source: http://www.businessinsider.com/howard-schultz-quits-groupons-board-2012-5

Howard Schultz

Groupon’s stock continued its implosion yesterday, as two high-profile board members quit the board.

Howard Schultz of Starbucks and Kevin Efrusy of investor Accel Partners bolted. Groupon replaced them with financial types from American Express and Deloitte.

Although the moves were spun as “adding financial experts to the board,” the real story is the departure of Schultz, who, at best, feels he has better things to do. (At worst, he’s fleeing a sinking ship before it takes him down with it.)

Another potentially interesting data point: The first Groupon executive quoted in the press release was not CEO Andrew Mason but Chairman Eric Lefkofksy. Perhaps Lefkofsky is reasserting control over the company?

Groupon’s stock crashed through $11 on the news, hitting a post-IPO low of ~$10.70. That gives it a market cap of about $7 billion, or about 3X this year’s revenue. That’s a far more reasonable valuation than the ridiculous $28 the stock hit on the morning of the IPO, but it’s still not a bargain-basement price. Given the uncertainty about what Groupon’s profit margin will eventually be, the stock could presumably trade at an even lower multiple.

We continue to think Groupon is building a real, viable business, and we expect that at some point it will move past this constantly-shooting-itself-in-the-foot phase. But Schultz’s departure is not encouraging.

SEE ALSO: No, I Still Wouldn’t Buy Groupon Stock

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

Tags: , , , , , , , , , , , , , , , , , ,

Tuesday, May 1st, 2012 news No Comments

The Only Two Smartphone Companies That Matter (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-smartphone-shipments-2012-4

There are only two smartphone companies that matter: Samsung and Apple.

This chart shows preliminary smartphone shipment estimates for Q1 from analyst Horace Dediu of Asymco. As you can see, it’s a two horse race. Everyone else is irrelevant.

chart of the day, smartphone shipments, april 2012

Tags: , , , , , , , , , , , , , , , , , , , , , , ,

Thursday, April 12th, 2012 news No Comments

Co-Founder Paul Sciarra Says Why He’s Leaving Pinterest

Source: http://www.businessinsider.com/paul-sciarra-sleaving-pinterest-2012-4


Ben Silbermann Evan Sharp Paul Sciarra Pinterest

Late last night, Pinterest co-founder Paul Sciarra wrote a blog post confirming he would be leaving his day-to-day role at Pinterest. He’ll remain an advisor to the company.

His post reads a lot like Naveen Selvadari’s, when he unhappily departed Foursquare a few weeks ago.

“After lots of reflection and plenty of discussion with Ben and others, I’ve decided that now is a good time for me to step down formally from day-to-day involvement,” Sciarra writes. “Of course, I’ll continue to be there for the company:  now, as an advisor, an owner, and — as always — a dedicated pinner.”

Sciarra says he’ll be joining Andreessen Horowitz, the lead investor in Pinterest’s $27 million round last fall, as an entrepreneur in residence.

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

See Also:



Tags: , , , , , , , , , , , , , , , , , ,

Tuesday, April 3rd, 2012 news No Comments

Groupon Needs To Be VERY Careful, Because The Sharks Are Circling (GRPN)

Source: http://www.businessinsider.com/groupon-needs-to-be-very-careful-because-the-sharks-are-circling-2012-4


Diver Shark Attack

Groupon is bleeding in the water, and the sharks are circling.

On Friday, we learned that Groupon under reported the number of returns it had in Q4, and that the company had to revise its earnings.

Then Groupon’s auditor filed a “statement of material weakness,” basically telling the SEC it would not vouch for the company’s numbers.

Yesterday, the WSJ reported that the SEC is investigating the company.

That’s not all the company has to worry about. 

Institutional investors put big money into Groupon’s IPO.  

Since that day’s highs, the stock is down more that 50%. It tanked 16% yesterday alone.

If those institutions can blame somebody else for those losses and recoup any of their own investor’s money, they will.

That means if those investors catch even slight whiffs of fraud out of Groupon – and trust me, they are sniffing – the lawsuits and subpoenas will come in rapid succession.

Ever seen a shark frenzy?

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

See Also:



Tags: , , , , , , , , , , , , , , , , , , ,

Tuesday, April 3rd, 2012 news No Comments

Source: http://gizmodo.com/5890188/show-off-your-savvy-investments-with-stock-market-performance-jewelry

Show Off Your Savvy Investments With Stock Market Performance JewelryIf you’ve recently made a particularly profitable stock investment and want to show it off, Paul Kweton has created a line of jewelry that turns a boring stock performance chart into fashionable wrist adornments.

His Embrace-Stock pieces are made with the assistance of Shapeways’ 3D printing service, and are available in two and three stock versions for $12.55 and $12.18 respectively. (I’m not sure why the more complicated version is the cheaper of the two.) All you need to do is choose the stocks, the time period, and software does the rest, creating a unique design that doesn’t even require you giving a cut to a smarmy investor. [Paul Kweton via Notcot]

Tags: , , , , , , , , , , , , , , , , , , ,

Sunday, March 4th, 2012 news No Comments

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

Augustine Fou portrait
http://twitter.com/acfou
Send Tips: tips@go-digital.net
Digital Strategy Consulting
Dr. Augustine Fou LinkedIn Bio
Digital Marketing Slideshares
The Grand Unified Theory of Marketing