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Cindy Reed

 
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  • Transformation: The Onrushing Digital Age Will Change Everything [View article]
    Facebook on track to become the Worldwide Digital Wallet Provider. FB will erode the Amazon and EBay dominance of third party selling and also e-payments. Probably taking a big chunk of the PayPal, Visa, Mastercard, AmericanExpress Credit Card and Banking EFT Business by offering their own Digital Wallet payment system.

    WSJ article out today that FB is hiring 2nd PayPal Executive VP, Stan Chudnovsky, to join the PayPal President, David Marcus that FB hired a few months back. Mr. Chudnovsky has left PayPal BEFORE the PayPal Spin Off to enjoy the career challenge of bringing to pass Facebooks E-Commerce and Digital Wallet Dominance.

    Article on Chudnovsky:

    http://bit.ly/1xrZOfW
    Dec 18, 2014. 02:06 AM | Likes Like |Link to Comment
  • Has A Tipping Point Been Hit In Electronic Finance? Have You Invested Yet? [View article]
    FB perfectly positioned to dominate e-commerce payments.

    WSJ article out that FB is hiring 2nd PayPal Executive VP, Stan Chudnovsky, to join the PayPal President, David Marcus that FB hired a few months back. Mr. Chudnovsky left PayPal BEFORE the PayPal Spin Off.

    Why would this guy leave PayPal before the spin-off money is in his pocket? Obvious that FB is going to make bank on payment systems with their Billion Plus Base of Users.
    Dec 17, 2014. 04:34 PM | Likes Like |Link to Comment
  • Gilead Sciences Stands Alone [View article]
    FB perfectly positioned to dominate e-commerce payments.

    FB hired a 2nd PayPal Exec VP, Stan Chudnovsky, to join the PayPal President, David Marcus that FB hired a few months back. Mr. Chudnovsky left PayPal BEFORE the PayPal Spin Off.

    Why would this guy leave PayPal before the spin-off money is in his pocket? Obvious that FB is going to make bank on payment systems with their Billion Plus Base of Users.
    Dec 17, 2014. 04:23 PM | Likes Like |Link to Comment
  • Best Long Idea For 2015: BNCCORP [View article]
    Saw very little coverage about FB hiring another PayPal Executive. WSJ article out today that FB just hired a 2nd PayPal Exec VP, Stan Chudnovsky, to join the PayPal President, David Marcus that FB hired a few months back. Mr. Chudnovsky left PayPal BEFORE the PayPal Spin Off.

    Why would this guy leave PayPal before the spin-off money is in his pocket? Obvious that FB is going to make bank on payment systems with their Billion Plus Base of Users.
    Dec 17, 2014. 04:17 PM | Likes Like |Link to Comment
  • Google, Twitter higher following Pivotal upgrades [View news story]
    Saw very little coverage about FB hiring another PayPal Executive. WSJ article out today that FB just hired a 2nd PayPal Exec VP, Stan Chudnovsky, to join the PayPal head guy that FB hired several months. Mr. Chudnovsky left PayPal BEFORE PayPal Spin Off.

    Why would this guy leave PayPal before the spin-off money is in his pocket? Obvious that FB is going to make bank on payment systems with their Billion Plus Base of Users.
    Dec 17, 2014. 04:14 PM | Likes Like |Link to Comment
  • China Search Engine Market Share - August 2014 [View article]
    QIHU had a significant drop in price and huge exit volumes the past few days even though they beat earnings estimate. Did have higher expenses but not a significant margin change. Higher expenses happen when you are growing market share. Is this dropped price sustainable? Is now a good entry time? Comments please...
    Sep 2, 2014. 09:09 AM | Likes Like |Link to Comment
  • Zacks' Bull Of The Day: Intel [View article]
    INTC is growth history with Qtr Rev at $14B. Facebook is Hyper-Growth in Process. FB can add $1.9B Qtrly to their existing $2.8B of Qtrly Revenue. PayPal has 150 million users with recent Q2 revenue of $1.9B. Only 12% of FB Monthly Active Users would generate $1.9B in added revenue to the current FB Qtr Revenue of $2.8B.
    Jul 22, 2014. 01:01 PM | Likes Like |Link to Comment
  • Here's What The Buy Side Expects From Microsoft On Tuesday [View article]
    Microsoft is growth history, FB is Hyper-Growth in Process. FB can add $1.9B Qtrly to their existing $2.8B of Qtrly Revenue. PayPal has 150 million users with recent Q2 revenue of $1.9B. Only 12% of FB Monthly Active Users would generate $1.9B in added revenue to the current FB Qtr Revenue of $2.8B.
    Jul 22, 2014. 12:58 PM | Likes Like |Link to Comment
  • Does The Microsoft Whisper Number Indicate Investor Confidence? [View article]
    MSFT is growth history, FB is Hyper-Growth in Process. FB can add $1.9B Qtrly to their existing $2.8B of Qtrly Revenue. PayPal has 150 million users with recent Q2 revenue of $1.9B. Only 12% of FB MAU would generate $1.9B in added revenue to the current FB Qtr Revenue of $2.8B.
    Jul 22, 2014. 12:57 PM | Likes Like |Link to Comment
  • Thoughts On Priceline's Acquisition Of OpenTable... And Who Will Buy Yelp And GrubHub [View article]
    FB opened new “Hyper-Growth Revenue Stream” with “Buy” button and “Bookmarks.” These features seamlessly morph FB into the cannibalization of eCommerce from EBay, Amazon, PayPal, Groupon, Overstock.com, YELP, Pinterest, OpenTable (Restaurant Reservations), Google Wallet, YELP, Pinterest, CraigsList.

    PayPal has 150 million users with Q2 revenue of $1.9B. It would take only 12% of FB 1.3B users to generate $1.9B in added revenue. The buy button has staggering impact.
    Jul 22, 2014. 12:41 PM | Likes Like |Link to Comment
  • Baidu's Global Expansion Model Is Going To Fail [View article]
    PayPal has 150 million users with Q2 revenue of $1.9B. It would take only 12% of FB 1.3B users to generate $1.9B in added revenue. The buy button has staggering impact.

    FB opened a new “Hyper-Growth Revenue Stream” with “Buy” button and “Bookmarks.” These features seamlessly morph FB into the cannibalization of eCommerce from EBay, Amazon, PayPal, Groupon, Overstock.com, YELP, Pinterest, OpenTable (Restaurant Reservations), Google Wallet, YELP, Pinterest, CraigsList.
    Jul 22, 2014. 12:39 PM | Likes Like |Link to Comment
  • Stay Long Chipotle Until $700 [View article]
    FB opened a new “Hyper-Growth Revenue Stream” with “Buy” button and “Bookmarks.” These features seamlessly morph FB into the cannibalization of eCommerce from EBay, Amazon, PayPal, Groupon, Overstock.com, YELP, Pinterest, OpenTable (Restaurant Reservations), Google Wallet, YELP, Pinterest, CraigsList.

    PayPal has 150 million users with Q2 revenue of $1.9B. It would take only 12% of FB 1.3B users to generate $1.9B in added revenue. The buy button has staggering impact.
    Jul 22, 2014. 12:38 PM | Likes Like |Link to Comment
  • Notable earnings after Wednesday’s close [View news story]
    PayPal has 150 million users with Q2 revenue of $1.9B. It would take only 12% of FB 1.3B users to generate $1.9B in added revenue. The buy button has staggering impact.

    Facebook has opened a new “Hyper-Growth Revenue Stream” with “Buy” button and “Bookmarks.” These features seamlessly morph FB into the cannibalization of eCommerce from EBay, Amazon, PayPal, Groupon, Overstock.com, YELP, Pinterest, OpenTable (Restaurant Reservations), Google Wallet, YELP, Pinterest, CraigsList.
    Jul 22, 2014. 12:37 PM | 8 Likes Like |Link to Comment
  • Yelp Investors Will Soon Be Calling For Help [View article]
    Facebook has opened a new “Hyper-Growth Revenue Stream” with “Buy” button and “Bookmarks.” These features seamlessly morph FB into the cannibalization of eCommerce from EBay, Amazon, PayPal, Groupon, Overstock.com, YELP, Pinterest, OpenTable (Restaurant Reservations), Google Wallet, YELP, Pinterest, CraigsList.

    PayPal has 150 million users with Q2 revenue of $1.9B. It would take only 12% of FB 1.3B users to generate $1.9B in added revenue. The buy button has staggering impact.
    Jul 22, 2014. 12:35 PM | Likes Like |Link to Comment
  • Facebook: Save Feature Could Mean Sustained Engagement Rates [View article]
    Facebook has opened a new “Hyper-Growth Revenue Stream” with “Buy” button and “Bookmarks.” These features seamlessly morph FB into the cannibalization of eCommerce from EBay, Amazon, PayPal, Groupon, Overstock.com, YELP, Pinterest, OpenTable (Restaurant Reservations), Google Wallet, YELP, Pinterest, CraigsList, and Etsy. PayPal has 150 million users with Q2 revenue of $1.9B. It would take only 12% of FB 1.3B users to generate $1.9B in added revenue. The buy button has staggering impact.
    Jul 22, 2014. 12:18 PM | Likes Like |Link to Comment
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