AppHead

AppHead
Contributor since: 2012
Thanks and I agree with you on the China syndrome.
Fabulous assessment. I've been LOL at the every other day rumors from short-sellers, capitalizing on extremely weak sentiment, meanwhile, we know Q4 will see double digit comps and my own store checks reveal much higher traffic, very high employee morale and a new look that WILL bring back the masses.
I'd seriously take a look at MIMV in this area too.
I noticed KIPO and CHAG mentioned in that article. It brought to mind that YHOO is also going around buying up companies now too and might also buy those start-ups right out from under them. Great find.
Because it has huge potential just like CHAG.OB and MIMV.OB
Great article.
I can't do all of your research for you.
Actually read the press.
Your welcome.
Their is a short seller on Mimvi who is spreading misinformation.
This is what some said when Google came along and people were already using Yahoo, Hotbot, Webcrawler, Excite, AllTheWeb, InfoSpace etc.
I'd reconsider your hypothesis.
Also consider all the appreciation that VRNG has acquired for their shareholders by putting this in the media and drawing so much attention to it.
It's interesting how its mainly the mobile apps that will matter as they have the ability to create transactions and payments that are worth far more than advertising will.
This is also why Google is doing this:
Google AdWords Can Now Track iOS App Downloads
http://tcrn.ch/RXDXUn
This
Microsoft's magic trick: Making 100,000 Metro apps appear http://bit.ly/V9TMIH
Don't get married to your short position here. Just cover it and move on.
It's very clear that MIMV is on track for a strategic acquisition by more players than just Microsoft now. Apple bought Mimvi's competitor. I will continue to add to my position in MIMV as it's a clear win.
MIMV seems to have attracted a large number of shorts before the MSFT PR and they are now stuck and will be forced to cover their positions and buy very soon here.
It also looks like Samsung is going to be Mimvi's next partner ;)
Tell MSFT their pumping MIMV. Cover your short now or later. You probably would have shorted YouTube, Instagram before they were acquired.
I follow MSFT not Tobin. You should too.
FB:
Advertisers will not continue to do business with us, or they will reduce the prices they are willing to pay to advertise with us, if we do not deliver ads and other commercial content in an effective manner, or if they do not believe that their investment in advertising with us will generate a competitive return relative to other alternatives. Our advertising revenue could be adversely affected by a number of other factors, including:


decreases in user engagement, including time spent on Facebook;


increased user access to and engagement with Facebook through our mobile products, where we have generated only a small portion of our revenue, particularly to the extent that mobile engagement is substituted for engagement with Facebook on personal computers where we currently have greater opportunities to monetize usage by displaying ads and other commercial content;


product changes or inventory management decisions we may make that reduce the size, frequency, or relative prominence of ads and other commercial content displayed on Facebook;


our inability to improve our analytics and measurement solutions that demonstrate the value of our ads and other commercial content;


decisions by advertisers to use our free products, such as Facebook Pages, instead of advertising on Facebook;


loss of advertising market share to our competitors;


adverse legal developments relating to advertising, including legislative and regulatory developments and developments in litigation;


adverse media reports or other negative publicity involving us, our Platform developers, or other companies in our industry;


our inability to create new products that sustain or increase the value of our ads and other commercial content;


the degree to which users opt out of social ads or otherwise limit the potential audience of commercial content;


changes in the way online advertising is priced;


the impact of new technologies that could block or obscure the display of our ads and other commercial content; and


the impact of macroeconomic conditions and conditions in the advertising industry in general.
The occurrence of any of these or other factors could result in a reduction in demand for our ads and other commercial content, which may reduce the prices we receive for our ads and other commercial content, or cause advertisers to stop advertising with us altogether, either of which would negatively affect our revenue and financial results.
Cover your short. Every company must include similar disclosure to protect investors. Here's Facebooks:
We anticipate that our active user growth rate will decline over time as the size of our active user base increases, and as we achieve higher market penetration rates. To the extent our active user growth rate slows, our business performance will become increasingly dependent on our ability to increase levels of user engagement and monetization in current and new markets. If people do not perceive our products to be useful, reliable, and trustworthy, we may not be able to attract or retain users or otherwise maintain or increase the frequency and duration of their engagement. A number of other social networking companies that achieved early popularity have since seen their active user bases or levels of engagement decline, in some cases precipitously. There is no guarantee that we will not experience a similar erosion of our active user base or engagement levels. A decrease in user retention, growth, or engagement could render Facebook less attractive to developers and advertisers, which may have a material and adverse impact on our revenue, business, financial condition, and results of operations. Any number of factors could potentially negatively affect user retention, growth, and engagement, including if:


users increasingly engage with competing products;


we fail to introduce new and improved products or if we introduce new products or services that are not favorably received;


we are unable to successfully balance our efforts to provide a compelling user experience with the decisions we make with respect to the frequency, prominence, and size of ads and other commercial content that we display;


we are unable to continue to develop products for mobile devices that users find engaging, that work with a variety of mobile operating systems and networks, and that achieve a high level of market acceptance;


there are changes in user sentiment about the quality or usefulness of our products or concerns related to privacy and sharing, safety, security, or other factors;


we are unable to manage and prioritize information to ensure users are presented with content that is interesting, useful, and relevant to them;


there are adverse changes in our products that are mandated by legislation, regulatory authorities, or litigation, including settlements or consent decrees;


technical or other problems prevent us from delivering our products in a rapid and reliable manner or otherwise affect the user experience;


we adopt policies or procedures related to areas such as sharing or user data that are perceived negatively by our users or the general public;


we fail to provide adequate customer service to users, developers, or advertisers;


we, our Platform developers, or other companies in our industry are the subject of adverse media reports or other negative publicity; or


our current or future products, such as the Facebook Platform, reduce user activity on Facebook by making it easier for our users to interact and share on third-party websites.
http://1.usa.gov/OyWogw
Ever heard of Instagram? Mimvi is a dark horse especially with their competitor Chomp getting bought out by AAPL.
Marcap, you are completely right.
Bravo! We've hit the nail on the head. Great discussion Marcap!
Don't get left in the dust in terms of understanding where consumers, not you, are spending their time and money. As an investor, seeing the trends that drive sales of smartphones is key. RIMM's own co-CEO, never saw that, and they paid the price as described in the article.
Consumers will be responsible for driving the sales of these smartphones and if billions upon billions of apps are being consumed, again, not by you, but consumers, then the companies that give them maximum choice are the ones to follow.
I'm not saying you need an app to go to a site. Apps are a new paradigm which enable companies and others to do new things with data, location etc. 46M apps are downloaded from Apple’s App Store every day see: http://bit.ly/MbH6iF
There are millions of mobile apps now. There are mobile apps that help cancer patients and guide people toward remedies. There are mobile apps related to just about anything you can think of. And they rely on unique features only a smartphone can provide.
Read Mary Meekers report on how huge this mobile app wave is:
http://bit.ly/KapEam
The trend is here to stay and bigger than the web opportunity of the mid-90s
Don't get left in the dust.
Charles,mobile apps are the new 'websites' so what you are saying is that people only need "popular" websites. Not so at all. What if Google provided access to only popular websites? Google won the web because they provided access to a maximum number of websites. Providing access to a maximum number of mobile apps is key. Read this:
4 Companies Poised To Control The New Mobile App Economy
http://bit.ly/Kaiqmu
No apps, no sales.
Google is winning based on mobile apps. MSFT and NOK are losing because they can't get enough mobile apps to keep consumers interested in their devices. And if GOOG begins buying companies like MIMV, GLUU or VELT before MSFT/NOK, then you can kiss MSFT and NOK's efforts goodbye.
It's proven that GOOG is far more powerful than any social media stock. However, GOOG needs to figure out mobile better than it is today. I'd look for GOOG to go on an acquisition spree taking over companies in the mobile app area like GLUU, MIMV, VELT or SYNC.
Great article. I'm watching companies like VELT, AUGT, MIMV, VRNG, GLUU to make great strides related to mobile transactions. Meanwhile, GOOG can stick with website transactions.
Think Instagram. 17 people, nil on the rev, $1 billion takeover.
Nice article. We know that Baidu sees the same opportunity as Facebook is now seeing and it's based on discovering mobile apps. See: http://tnw.co/KcNWWe
Facebooks news yesterday: Facebook finally tightens up app discovery with its official App Center
http://bit.ly/JZ5WNU
If BIDU can solve the app search and discovery problem in China that would be huge as mobile apps are the new web sites and mobile app consumption is sky rocketing in China. See:
[Infographic] How People Use iPhones and Androids in China
http://rww.to/KcNXcw
A few other mobile app search stocks are MIMV and next week, FB.