Facebook and Viacom Prove the Old Media is Dying Fast
The legacy media is dying faster than we thought. The first quarter earnings reports from Facebook (NASDAQ: FB) and Viacom
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Market Mad House
In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
Facebook (NASDAQ: FB)
Encrypted WhatsApp will Add Incredible Value to Facebook
If WhatsApp gets a reputation as the most secure messaging service around it become the natural solution for financial solutions, ecommerce and other forms of business communications.
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Is Allstate Still a Value Investment?
Nothing to disparage Allstate here—it is still a good company—but the cash figures that Alphabet (NASDAQ: GOOGL) reported indicate it might be time to rethink some of our value investing theories. Tech companies, including Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN) and Facebook (NASDAQ: FB), now seem to be outperforming insurers like Allstate when it comes to some of the classic value criteria.
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Is a Social Media Apocalypse upon Us?
Naturally, all this brings up the question of what happens if the social media bubble bursts. That’s hard to answer because I’m not sure that there is a social media bubble, although there is a LinkedIn bubble that is in the process of bursting before our eyes.
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Facebook Just Got Better
Alphabet and Facebook are showing that they are ahead of the curve; value investors should take notice. Smart investors would be well advised to keep abreast of these developments and add these two wonderful companies to their portfolios.
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