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Any consumer internet company that doesn'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'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'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'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
One 
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't looked at their traffic or anything. Trading like this is priced in.
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'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's good for the world and us staying productive. https://twitter.com/Chariotofhelios/status/1245077435894263809?s=19
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 megatrend
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't offer video as a second interaction after swipe or message (maybe they do haven't used them in awhile of course). https://www.thestreet.com/investing/match-conversations-coronavirus-pandemic
Told you $W (former client) go to 2nd tweet in this thread. Again any consumer tech that isn'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
$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'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
