thegraywolff

A brief gallivant about the marketplace of ideas.

Category: Investing

Investing — 2018/05/17

Articles on PayPal (PYPL) and Square (SQ):

  1. PayPal would rather let Square rule the crypto exchange market“, by Rachel Gunter (Market Realist, 2018-05-15). PayPal pleads paternalistic.
  2. Thanks to bitcoin, Square Cash is outpacing Venmo“, by Shoshanna Delventhal (Investopedia, 2018-05-17). In terms of number of downloads. What about revenue?
  3. Squares shares to fall to $30: short seller“, by Shoshanna Delventhal (Investopedia, 2018-05-03). So says Citron Research’s Andrew Left, a “well-known short seller”. Do your own research.
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Investing — 2018/05/13

Today’s selection of articles on investing:

  1. Shopify and Square: the art and science of investing in high growth IT vendors“, by Bert Hochfeld (Seeking Alpha, 2018-05-08).
  2. The Tesla semi is dead“, by John Engle (Seeking Alpha, 2018-05-10).
  3. Tesla: deliveries trump production“, by Donn Bailey (Seeking Alpha, 2018-05-11).
  4. Facebook wipes out all of its losses following the Cambridge Analytica data scandal“, by Jacob Sonenshine (Business Insider).

Investing — 2018/05/06

Today’s selection of articles:

  1. Fintech 50 2018” (Forbes).
  2. Forbes Fintech 50 2018: The future of payments“, by Maggie McGrath (Forbes).
  3. The 10 biggest fintech companies in America“, by Lauren Gensler (Forbes).
  4. Adyen homeage
  5. 3,245 companies in “fintech” (Crunchbase).
  6. Dutch payments company Adyen eyes June IPO“, by Toby Sterling, Dasha Afanasieva, & Arno Schuetze (Reuters).
  7. ADR basics: What is an ADR?“, by Jean Folger (Investopedia).

Investing — 2018/03/13

Collected articles on Dropbox, expected to IPO 23 March (see Upcoming IPOs at Nasdaq):

  1. Dropbox sets IPO target valuation at $7 billion to $8 billion“, by Maureen Farrell (Wall Street Journal).
  2. Dropbox IPO: a few takeaways from the S-1“, by Robert Riesen (Seeking Alpha, 2018-03-03). The best source of data on this list.
  3. The Dropbox IPO filing is here“, by Katie Roof (Tech Crunch, 2018-02-23). A summary of Dropbox’s S-1.
  4. 5 fascinating things from Dropbox’s IPO filing“, by Jonathan Vanian (Fortune, 2018-02-24).
  5. Box CEO Aaron Levie wants to talk about Dropbox’s planned IPO“, by Jonathan Vanian (Fortune, 2018-02-24).
  6. Dropbox could have one of 2017’s most interesting IPOs“, by Peter Burrows (MIT Technology Review, 2017-01-03). Note that the article is over a year old.
  7. Dropbox IPO price range puts valuation nearly a third below peak“, by Heather Somerville & Diptendu Lahiri (Reuters, 2018-03-12).

Recent news on Box (BOX), a cloud-content company similar to Dropbox that targets larger businesses.

  1. Box may have even worse days ahead“, by Virginia Backaitis (Seeking Alpha, 2018-03-05).
  2. Box stock plunges, CEO says lowered guidance reflects ‘transition’ year“, by Josh Lipton & Chloe Aiello (CNBC, 2018-03-01).

Investing — 2018/02/09

Today’s selection of articles:

  1. A first look at Tesla’s dreadful Q4 results“, by Montana Skeptic (Seeking Alpha). Note: The author discloses she or he is short Tesla.
  2. Weekly update #235: Tax reform & tech M&A” (EquityZen).
  3. Airbnb CFO departs amid tensions, leaving IPO timing unclear“, by Olivia Zaleski (Bloomberg). Brian Chesky, Airbnb’s CEO, is quoted as saying that Airbnb is “not going public in 2018”.

Investing — 2018/01/02

Today’s selection of articles:

  1. Orders pile up for Tesla semi that doesn’t yet exist as rival electric trucks get rolling“, by Alan Ohnsman (Forbes).
  2. Tesla Model 3 ramp: 5,000 to 10,000“, by ValueAnalyst (Seeking Alpha).

Investing — 2017/12/20

Today’s selection of articles:

  1. A handful of tech stocks have absolutely crushed FANG this year (SQ, BABA, NVDA, AAPL, FB, AMZN, NFLX, GOOGL)“, by Seth Archer (Business Insider).
  2. What you should know about Tencent“, by Liang Zhao (Seeking Alpha).

Investing — 2017/12/01

Today’s selection of articles:

  1. Disney: looking forward“, by ALT Perspective (Seeking Alpha).
  2. Farmers Business Network just raked in a whopping $110 million in Series D funding“, by Connie Loizos (Tech Crunch).

Read — 2017/10/25

Today’s selection of articles:

  1. The college chasm“, by Charles T. Clotfelter (Harvard Magazine). One researcher’s take on widening inequality in American higher education.
  2. Elon Musk was wrong about self-driving Teslas“, by Tom Randall (Bloomberg).

Read — 2017/09/10

Today’s selection of articles:

  1. Our weather-prediction models keep getting better, and Hurricane Irma is the proof“, by Alan Burdick (The New Yorker).
  2. 9 strategies America’s healthiest schools practice“, by Rachel Morris (Woman’s Day).
  3. Factors influencing girls’ participation in sports” (Women’s Sports Foundation).
  4. How to keep girls in the game after puberty“, by Kelly Wallace (CNN).
  5. Disney’s stock: short-term challenges“, by Steven Mallas (Seeking Alpha).
  6. 99% invisible“. iTunes preview. Reminds me of the podcast “In our time with Melvyn Bragg“.