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Any consumer internet company that doesn& #39;t absolutely crush top of funnel user metrics this quarter may be in deep trouble. Everyone is stuck inside/staring at screens. If your brand isn& #39;t winning here there may be existential problems (save for certain sectors, understandably).
Ad spends/e-comm conversions for non essentials will come back. Obvi down for a Q or 2 pending model but that& #39;s not what to look for now. Browsing habits are real-people will continue to pin on Pinterest or add to wishlists on Wayfair etc. If not while couped up I have questions.
I don& #39;t like Spotify but this makes sense. SoundCloud is better product/team and not artist-hostile like Spotify guessing their streams are up too. https://twitter.com/DeItaOne/status/1244620549818646530">https://twitter.com/DeItaOne/...
One 
https://abs.twimg.com/emoji/v2/... draggable="false" alt="đ„" title="Fire" aria-label="Emoji: Fire"> take: bet $CHWY does best quarter ever here. Esp if our family is any indication (plus I see their boxes everywhere in our building which is pet heavy, their team is working hard through this). Haven& #39;t looked at their traffic or anything. Trading like this is priced in.
Hey someone gets it. Knowledge worker economy = well paying jobs, frequently equity sharing, can be done from anywhere, products used or content enjoyed from anywhere. Imagine being bearish on that. It& #39;s good for the world and us staying productive. https://twitter.com/Chariotofhelios/status/1245077435894263809?s=19">https://twitter.com/Chariotof...
Non-marketers/retail traders: SMB ad spends will kill tech! (lol)
F500 marketers: we can pick up inventory (if it even exists) cheap
Ad tech brands: $ continued flow from dinosaur TV to (actually measurable) internet platforms as megatrendhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="đ" title="Chart with upwards trend" aria-label="Emoji: Chart with upwards trend">
Consumers: glued to screens all day
F500 marketers: we can pick up inventory (if it even exists) cheap
Ad tech brands: $ continued flow from dinosaur TV to (actually measurable) internet platforms as megatrend
Consumers: glued to screens all day
$mtch doing well here too. A lot of people are definitely going on first dates via Zoom. Always wondered why more dating apps didn& #39;t offer video as a second interaction after swipe or message (maybe they do haven& #39;t used them in awhile of course). https://www.thestreet.com/investing/match-conversations-coronavirus-pandemic">https://www.thestreet.com/investing...
Told you $W (former client) go to 2nd tweet in this thread. Again any consumer tech that isn& #39;t crushing top of funnel is in deep trouble (maybe dead) while ones doing well you want to take advantage of. I can do a video on this if you need it explained. https://twitter.com/LaMonicaBuzz/status/1247239898437955584">https://twitter.com/LaMonicaB...
$PINS looks good +14% AH. Imagine betting against any co where the world was already glued to their product daily, and now is spending even more time on screens. I don& #39;t understand how you can be bearish social here. Literally holding society together. https://www.cnbc.com/2020/04/07/pinterest-shares-jump-as-company-issues-early-q1-guidance.html">https://www.cnbc.com/2020/04/0...
