Tag Archives: Google

Tesla Sells Junk (bonds), Malls Love Apple, Watching TV Has Become Stressful, and Facebook Will Now Take Your Order…

We have an amazing team here at BlueOrange. Kaspars is on a well deserved vacation, and Krista and our summer intern Renārs do a great job keeping everything in order, while also providing thoughtful and fresh insights into making us a little bit better every day.

Here are some links that they found interesting this week:

Tesla manages to raise $1.8b through junk bonds yielding 5.3%
Earlier this month, Tesla came out with a statement saying that the money required to fund the projected production ramp of its recently released Model 3 is going to be raised through a bond offering. At first, the electric carmaker wanted to raise $1.5 billion, a number that, due to high demand, was later increased to $1.8 billion.

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Alphabet drops after earnings

The shares of the parent company of Google – Alphabet traded lower in after-hours trading on Monday. The online advertising giant reported revenue of $26.01 billon, which represents roughly a 21% increase year-over-year.

Affected by the EU anti-trust case, in which the company was fined $2.74 billion for prioritizing their own shopping service over the shopping services of the competitors, the reported profit fell sharply.

The main worry investors have are the rising traffic acquisition costs, which came in at $5.09 billion, higher than the estimated $4.75 billion. The CFO of Alphabet – Ruth Porat said that the company is focusing on “dollar growth” in revenue and operating income, “not margins”.

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Dark net poses a “potentially disruptive risk” – Goldman Sachs

With the general population becoming more and more conscious about their internet privacy every day, some seek anonymity in the “dark net”. The dark net, which is the decentralized version of the world wide web, mostly associated with illegal activities and cryptocurrency transactions, according to data, receives around 440 thousand daily users from the US alone.

“How is this relevant?” you might ask.

Well, according to Goldman Sachs – two reasons:

  • Firstly, due to the fact that the dark net enables individuals to browse the internet anonymously, out of the reach of traditional search engines, data-collection for advertising revenue reliant websites could take a significant hit to their top-line.
  • Secondly, because the dark net is used to conduct various illegal activities, a more direct regulation of the internet could be called for, which in turn has the ability to slow the innovation of large internet companies such as Google, Amazon and Facebook.

LINK: Rising ‘Dark Net’ may spell trouble for Google, Facebook, says Goldman

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Google Glass – now for professionals

Remember Google Glass – the way ahead of its time, privacy nightmare – Google’s take on augmented reality that nobody has heard anything about in four years? Well, it turns out its making a comeback in the enterprise market.

Reportedly, Alphabet, the parent company of Google, revealed its plans for the augmented reality glasses on Tuesday. The new – Enterprise Edition of Glass – is going to be used by professionals who need a heads-up display while they work.

A company called Augmedix is offering the device as a part of their subscription service for doctors. Additionally, workers from companies like Volkswagen, General Electric and Boeing are utilizing Google Glass to keep their hands free while performing various tasks.

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Big Tech Is Doing Very Well

We have been taking some profits on big tech recently, but the numbers in this link show why big tech share prices have done extremely well over the past year:

LINK: Big Tech Earnings and Revenue Growth

Are you surprised that Facebook grew its profits the most? We’re not. It validates the point that their network is a brilliant platform that has only begun to be monetized.

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Amazon, Facebook, Google Could Replace Banks

medici zuckerberg

Banking has a fascinating history, and has played a seminal role in the forging of the modern world.

Today, as banks furiously try to keep up with technologies and new ways of attracting and maintaining clients, it bears consideration as to what their roles will be in the future. Will they fall pray to today’s aggregators and connectors? Quite possibly.

In a world where more and more of your everyday purchases are sourced from Amazon, why not carry a balance on your Amazon account? Surely they could come up with enticing reasons for you to do so. Looking for a loan? Surely Google could personalize and rank your best options. Need to make a payment? Facebook has a decently sized network of users (1.6 billion and counting)…

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A Tale of Two Brands: Yahoo! Inc. (YHOO) Mistakes Vs Alphabet Inc (GOOG) Mastery

Yahoo! Inc. has been a slow motion train wreck; Alphabet has the largest market cap in the world. This article illuminates how brand strategy can play a significant role in the defining corporate strategy and success.

Yahoo! came about a long, long time ago and was Google’s predecessor. One of their original business models involved charging websites to be listed on their search lists. Google turned the search game on its head though its powerful algorithms, whose results they they then sold to willing advertisers.

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Gang of Four: Apple / Amazon / Facebook / Google (YOU HAVE TO SEE THIS)

I have an incredible amount of respect for Scott Galloway, professor of Marketing and Brand Strategy at the NYU Stern School of Business, and founder of L2.

This video is 16:18 long, but the swell of prescient information is so formidable, that by the end of it, it will seem as if no time has passed at all.

It is information such as that presented in this video – not daily stock quotes – that should be the focus of long term investors, and is the perfect embodiment of why we created the BALTICS AND BEYOND in the first place.

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