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  • Fri, Dec. 2, 5:32 PM
    • Allegedly through a new feature labeled 'Collections' housed directly within News Feed, and similar in functionality to Snapchat's (Private:CHAT) Discover product.
    • Facebook (NASDAQ:FB) is said to have recently approached media and entertainment organizations regarding showcasing specific content, potentially signaling further moves into Snapchat-associated territory to come.
    | Fri, Dec. 2, 5:32 PM | 21 Comments
  • Thu, Dec. 1, 10:55 AM
    • Notable early (2%+ losses): Alphabet (GOOGL -2.25%GOOG-2%) Facebook (FB -3.4%), Twitter (TWTR -3.9%), Oracle (ORCL -3.3%), Salesforce (CRM -4.2%), VMware (VMW -3.5%), Alibaba (BABA -2.7%)
    • 5%+: Qualcomm (QCOM -4.9%), Nvidia (NVDA -7%), Advanced Micro Devices (AMD -7.1%), Micron Technology (MU -5.5%), Twilio (TWLO -6.5%)
    • 8%+: Cirrus Logic (CRUS -8.8%), Gigamon (GIMO -9.5%)
    | Thu, Dec. 1, 10:55 AM | 134 Comments
  • Thu, Dec. 1, 8:49 AM
    • November monthly performance was: +3.54%
    • AUM of $5.18M
    • 52-week performance vs. the S&P 500 is: -3%
    • No dividends were paid in November
    • Top 10 Holdings as of 10/31/2016: Apple Inc (AAPL): 6.80131%, Microsoft Corp (MSFT): 5.15024%, Exxon Mobil Corp (XOM): 3.74079%, General Electric Co (GE): 2.88197%, Procter & Gamble Co (PG): 2.47992%, AT&T Inc (T): 2.43052%, Wells Fargo & Co (WFC): 2.30872%, Amazon.com Inc (AMZN): 2.24391%, Facebook Inc A (FB): 2.2067%, Alphabet Inc C (GOOG): 2.16615%
    | Thu, Dec. 1, 8:49 AM
  • Thu, Dec. 1, 3:26 AM
    • Late last year, Facebook (NASDAQ:FB) CEO Mark Zuckerberg and his wife, Priscilla Chan, said they would donate 99% of their Facebook stock toward a new financial vehicle for charitable purposes.
    • Now, Zuck's chief lieutenant, Sheryl Sandberg, is making her own philanthropic move.
    • The Facebook COO plans to transfer nearly $100M of her FB shares to a charitable fund that promotes women's rights and helps grieving families.
    | Thu, Dec. 1, 3:26 AM | 5 Comments
  • Tue, Nov. 29, 1:12 PM
    • PAC-MAN, Galaga, SPACE INVADERS, EverWing, TRACK & FIELD 100M, Words with Friends: Frenzy and other titles to be playable as Instant Games within messaging conversations and News Feed (FB +1%).
    • Score-based leadership, in-context chat and group thread conversation features highlighted.
    • Instant Games to initially (today) become available in 30 countries on iOS and Android.
    • Video 1, 2
    | Tue, Nov. 29, 1:12 PM | 19 Comments
  • Wed, Nov. 23, 2:49 PM
    • Analyst Jason Helfstein considers Facebook and Amazon among the most attractive of the group, though Outperform ratings on each are held by the firm. While sharp negative post-election reaction across the names is somewhat moderating, notes investor concern involving net neutrality, immigration, regulation and trade remain, resulting in below-premium trading levels.
    • On Facebook, cites expected catalysts in ad monetization generated through video strategy, Instagram prospects and Dynamic Product Ads, and on Amazon, sees strength in holiday shopping season and Amazon Web Services.
    • For Alphabet, observes YouTube momentum, growing ad budgets and holiday season opportunity among other catalysts. On Netflix, considers possible upside to held estimates.
    • Since U.S. election (November 8) – (NASDAQ:FB-2.9%, (NASDAQ:AMZN-1.05%, (NASDAQ:GOOGL-4.3%, (NASDAQ:GOOG-3.9%, (NASDAQ:NFLX-5.3%
    • Last week: Piper Jaffray reissues Overweight position on Facebook, Amazon, Alphabet, Netflix
    | Wed, Nov. 23, 2:49 PM | 37 Comments
  • Tue, Nov. 22, 6:45 PM
    • The New York Times, citing current and former employees, reports the company has built an internal tool enabling suppression of posts within specific geographic regions.
    • The alleged software is said to allow certain third parties the capacity to control visibility and monitor stories and topics. The report does, however, note the software is one of several ideas the company is experimenting with regarding China and is not in live use and may never become so.
    • Several employees involved with the project are nonetheless asserted to have consequently left the company due to expressed concern.
    • Access to Facebook (NASDAQ:FB) has been actively blocked in China, a nation of 1.3B+ people, since 2009.
    | Tue, Nov. 22, 6:45 PM | 31 Comments
  • Tue, Nov. 22, 3:33 PM
    • Looking at the top 50 hedge fund hotels, it's probably little surprise that Amazon (NASDAQ:AMZN) and Facebook (NASDAQ:FB) top the list, with Amazon making for a top 10 holding in 61 funds, and Facebook in 57.
    • Rounding out the top 10 are Charter Communications (NASDAQ:CHTR), Alphabet (GOOG, GOOGL), Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Yahoo (NASDAQ:YHOO), Allergan (NYSE:AGN), Bank of America (NYSE:BAC), and Priceline (NASDAQ:PCLN).
    • Looking at another gauge - the percent of market cap owned by hedge funds - shows CommScope (NASDAQ:COMM) leading the way, with hedge funds owning 37%. Next is Dell Technologies (NYSE:DVMT) and Expedia (NASDAQ:EXPE) at 30%, and after that: Liberty Broadband (NASDAQ:LBRDK) at 24%, LinkedIn (NYSE:LNKD) at 21%, Constellation Brands (NYSE:STZ) at 20%, and Humana (NYSE:HUM) and WhiteWave Foods (NYSE:WWAV) at 19%.
    • Previously: Goldman's list of shorts mattering most to hedge funds (Nov. 22)
    | Tue, Nov. 22, 3:33 PM | 12 Comments
  • Tue, Nov. 22, 2:06 AM
    • The National Transportation Safety Board is investigating an accident that occurred last summer during the inaugural flight of Facebook's (NASDAQ:FB) Aquila unmanned solar-powered drone, whose goal is to bring Internet to the remote reaches of the world.
    • There were no injuries, but the massive drone suffered a "structural failure" as it was coming in for a landing in the Arizona desert and the damage "compromised the airworthiness of the aircraft."
    | Tue, Nov. 22, 2:06 AM | 21 Comments
  • Mon, Nov. 21, 11:02 AM
    • Live video capabilities coming to Instagram Stories (FB +2.3%), disappearing photo and video functions to Instagram Direct. 100M people are cited to use Stories every day, while 300M monthly are considered to utilize Direct.
    • Representing a notable differentiation from Facebook's live platform, live broadcasts on Instagram are not accessible indefinitely and disappear once concluded.
    • With Facebook increasingly expanding into live features associated with Snapchat (Private:CHAT), Twitter [Periscope] (NYSE:TWTR) and other services, competition for user attention in the live arena only continues to tighten.
    • Previously (November 10): Instagram setting up for live video
    | Mon, Nov. 21, 11:02 AM | 40 Comments
  • Mon, Nov. 21, 9:43 AM
    | Mon, Nov. 21, 9:43 AM | 7 Comments
  • Mon, Nov. 21, 8:59 AM
    | Mon, Nov. 21, 8:59 AM | 2 Comments
  • Sun, Nov. 20, 6:15 AM
    • "A lot of you have asked what we're doing about misinformation, so I wanted to give an update," Mark Zuckerberg wrote in a post on Facebook (NASDAQ:FB).
    • "The problems here are complex, both technically and philosophically. We believe in giving people a voice, which means erring on the side of letting people share what they want whenever possible."
    • "Normally we wouldn't share specifics about our work in progress, but given the importance of these issues and the amount of interest in this topic, I want to outline some of the projects we already have underway: Stronger detection, easy reporting, third party verification, warnings, related articles quality, disrupting fake news economics and listening."
    | Sun, Nov. 20, 6:15 AM | 97 Comments
  • Fri, Nov. 18, 4:21 PM
    • To go into effect Q1 2017 with no set expiration.
    • Facebook (NASDAQ:FB) shares higher by 1.26% to $118.50 after hours.
    • 8-K
    | Fri, Nov. 18, 4:21 PM | 71 Comments
  • Thu, Nov. 17, 11:20 AM
    • On the post-election downtrend in the technology sector, Gene Munster, "would be buying the fear priced into internet mega-caps," noting concerns over the incoming U.S. administration are "largely extrapolated from sound bites that are unlikely to manifest." Believes potential net neutrality rollbacks, H1-B visa limitations and other speculative headwinds to remain unrealized.
    • Since Election Day – Facebook (NASDAQ:FB-6%, Amazon (NASDAQ:AMZN-4.5%, Alphabet -2.6% (GOOG), -3.3% (GOOGL), Netflix (NASDAQ:NFLX-6.7%
    • Further: "Amazon, Alphabet, Facebook, and Netflix have clear, long-term tailwinds for revenue and earnings growth; in our opinion, on long-term valuation frameworks each looks attractively priced. Moreover, as investors roll their focus to 2018 estimates for their valuation frameworks these companies look remarkably attractive relative to broader tech and the market."
    • Concludes that "long-term investors should use this pullback as an opportunity to buy long-term secular winners at discounted valuations."
    | Thu, Nov. 17, 11:20 AM | 37 Comments
  • Thu, Nov. 17, 9:55 AM
    • FacioMetrics, founded with "all kinds of applications including augmented/virtual reality, animation, audience reaction measurement, and others" in mind, has been bought, terms withheld, by Facebook.
    • Where Facebook (FB +0.6%) plans to integrate the buy remains to be seen, though implementations across its portfolio as it seeks to improve interactivity through gesture and facial technology, and compete against similar features at Snapchat (Private:CHAT) and elsewhere, can be reasoned.
    | Thu, Nov. 17, 9:55 AM | 8 Comments