18 Burst results for "Mark Mahoney"

"mark mahoney" Discussed on The Charlie Kirk Show

The Charlie Kirk Show

07:45 min | 3 months ago

"mark mahoney" Discussed on The Charlie Kirk Show

"We go charlie. What you've done is incredible here. Maybe charlie kirk is on the college campus. I want you to know. We are lucky to have. Charlie charlie contronting the white house. I wanna thank joe. He's an incredible guy his spirit his love of this country. He's done an amazing job building. One of the most powerful youth organisations created turning usa. We will not embrace the ideas that have destroyed countries destroyed lives and we are going to fight for freedom campuses across the country. That's why we are here. Look the real. Estate market is really hot right now. People are taking advantage of the low interest rates and the economic uncertainty by investing in real assets. Whether you're first time buyer or just looking to make a change the key to getting the proper you want is being prequalified and having the cash in hand. That's why you need to contact andrew delray and todd avakian at andrew and todd dot com. I know these guys. They're christian their conservative. They're terrific so maybe you want to buy a home. Well they are with sierra pacific mortgage and my producer andrews. Working them right now. Then he tells me are part counselors part financial planners and are really helping him stop using these woke brokers everybody andrew and todd our mortgage bankers not brokers that means andrew and todd and their team can take care of your loan personally from start to finish you actually like talking to them just to call them and ask for andrew and todd so maybe you're a millennial you just got married. I need to do alone. I'm telling you these guys are good. They're not these woke stars. I mean if you use one of the big banks. The money goes the blm andrew and todd. They support the charlie kirk. So if you gotta do alone. Go through andrew and todd go to andrew and todd dot com or call and ask for andrew and todd they will pick up the phone call triple eight eleven seventy-two that's triple eight triple eight eleven seventy-two andrew and todd our with you every step of the way all the big banks. They are scams compared to andrew and todd are able to do and they love their country could andrew and todd dot com or call triple eight triple eight eleven seventy-two said that you got it from the trolley kirk. Show their friends of mine. Good people andrew and todd dot com. The story. I've been waiting a couple of days to do this on to make sure we did it correctly. It's a sad story but then everything we're gonna say. Subsequent is factual and correct and in pursuit of the truth you might have saw the story we had written a charlie kirk dot com guy actually met. I knew him sort of well. Christopher sign was found dead the other day and what is being investigated as a suicide father of three news anchor and a former university of alabama football player but best known for his surprise reporting on revealing. That bill clinton met with loretta lynch on the tarmac at phoenix sky harbor airport. He just happened to be sitting there working on a story and he saw the attorney general's plane and she saw her walk over to bill clinton and remember that was just a couple of days before hillary clinton was exonerated on all email charges but remember bill clinton and loretta lynch said they were just talking about grandkids and gulf. He wrote in his story. It was a plan meeting. It was not a coincidence. His book details everything. That i want you to know and everything they think you forgot but bill clinton was on that plane for twenty minutes and it wasn't just about golf grandkids and brexit. There's so much more that doesn't add up. He then sat and waited in his car with the motorcade. Her air stay Air stairs came down. Most of her staff gets off. He then gets on a secret service and the f. b. i. Figuring out how in the world are we supposed to handle this. What are we supposed to do sign. Who's now passed away. Has he received death. Threats over his reporting and at the stories quote isn't about right or left republican democrat. It isn't about right or wrong. It's about journalism. His children received death threats and his credit cards were hacked and he said you know my children. We have code words with secret code words and they know what to do well. He was found dead over this last weekend. Now that would be a one off aberration if it all of a sudden a pattern according to las vegas. Cbs at las vegas. That cbs local dot com. There is an unusually long list. Clinton associates critics and people in their orbit that have died. Mysteriously and christopher sign is just the last of that list. How about james mcdougal who the clintons convicted as a whitewater partner. He was found dead of an apparent heart attack. While in solitary confinement he was a key witness in. Ken starr's investigation. How mark mahoney. A former white house intern. Who was murdered in. July nineteen ninety-seven at starbucks coffee shop and georgetown. The murder happened just after she was about to go public with her story of sexual harassment in the white house. This is cbs. By the way. I want to reiterate this is las vegas local. Cbs how about vince. Foster former white house counselor and colleague of hillary clinton at little rock's low rose law firm died of a gunshot wound to the head ruled as a suicide. The gunshot was mostly on the back of the head. Not sure how that works out. Run brown secretary secretary of commerce and former dnc chairman reported to have died by impact in a plane crash a pathologist closer investigation reported. There was a hole in the top of brown's skull resembling a gun gunshot wound At the time of his death brown was being invested in spoke publicly of his willingness to cut a deal with prosecutors. The rest of the people on the plane also died a few days later. The air traffic controller committed suicide. How 'bout victor razor. The second razor was a major player in clinton fundraising organization. And mysteriously died in a plane crash in july of nineteen ninety-two about paul tully. The democrat national committee political director found dead in a hotel room in little rock in september nineteen ninety-two described by clinton as a dear friend and trusted advisor. How about ed willie. Clinton fundraiser found dead november. Nineteen ninety-three deep in the woods. In virginia of a gunshot wound to the head ruled the suicide. Ed willie dot on the same day his wife kathleen willey claimed bill clinton groped her in the oval office. Which of course. Bill clinton would never do perfectly ethical morally straight men. Ed willie was involved in several clinton fundraising events. How about jerry. Parks had of clinton's gubernatorial security team in little rock gunned down in his car of course deserted intersection outside. Little rock son's little rock park sun and said his father was building a dossier on clinton. He allegedly threatened to reveal that information after he died. The files were mysteriously removed from his house. How about james bunch. Who died from a gunshot suicide. It was reported that he had quote black book of people which contain names of influential people who visited prostitutes in texas and arkansas. How about james wilson. Who found dead in may of nineteen ninety-three from an apparent hanging suicide. He was reported to have ties to whitewater. How about kathy ferguson. Ex wife of arkansas trooper danny ferguson. Who was found dead in may of nineteen ninety-four inner living room with a gunshot wound to the head. It was ruled a suicide even though there were several packed suitcases As if she was going somewhere. Danny ferguson was a co-defendant along bill clinton in the paula jones lawsuit. Cathy ferguson was possibly corroborating witness for paula jones. Bill shelton in arkansas state trooper and fiancee of cathy ferguson. Critical of the suicide ruling of his fiancee. He was found dead in june of nineteen ninety. Four of a gunshot wound and also ruled a suicide at the gravesite of his fiancee gandhi. Baugh attorney for the clinton friends. Dan lasted her die by jumping out of a window. Of course of a tall building january nineteen ninety-four. His client was a convicted drug distributor. How about florence martin accountants subcontractor for the cia. Who's a related to the very seal meaning. Arkansas airport drug smuggling case. He died of gunshot wounds. Hello suzanne coleman reportedly had an affair with clinton when he was with clinton when he was arkansas attorney. General died of a gunshot wound to the back of the head rule..

Danny ferguson Cathy ferguson Bill shelton cathy ferguson charlie kathleen willey james wilson kathy ferguson andrew delray james mcdougal Clinton Bill clinton Ed willie texas danny ferguson todd avakian Dan twenty minutes november bill clinton
"mark mahoney" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

03:19 min | 4 months ago

"mark mahoney" Discussed on Bloomberg Radio New York

"Great extremely well. They innovate well without him. That's the big question mark for investors. All right. Well, Brad's actually gonna be joining us later in the hour. So what talked him a little bit more about that at the bottom of the hour. Mark Mahoney of Evercore Bloomberg's Kelly Gelblum. Thank you so much for joining us. All right, come out. Bitcoin bounces off $40,000 Yet again As crypto volatility continues, we'll discuss plus a quick look at tech earnings and video out after the bell with better than expected first quarter revenue, also beating the street for its second quarter product Revenue software company Snowflake and Octa announces its CFO is stepping down as it boosted full year revenue. Its full year. Revenue forecast, also beating estimates plenty more next. This is Bloomberg. When will you be able to go to a meeting where nobody smells like hand sanitizer? Who knows? But we can give you the latest business and financial news fragrance free. Plus, he's out some of what you just said, are their tools in the toolbox for the Fed. Does that point to the need for continued monetary support. Bloomberg ready The Bloomberg business happened. Bloomberg radio dot com. You do realize the mark that this is having on the younger generation Bloomberg the world is listening. How long will it take for the economy to recover? How many of them have remained on the job? Throughout this people are not going to be in public. Transportacion. Nobody knows you have received £600 million in the UK, but we can promise the most complete information and the most detailed analysis. The question is, what kind of recovery will it be? Do every twist and turn You be wary of investment in China. At this point Bloomberg Radio. The Bloomberg business happened. Bloomberg radio Com Bloomberg the world is listening. If trying to figure out the future of your business is keeping you up at night. Are you seeing it? Come back at all. At least you have company. What do you make of the most recent virus headlines now? Should labor respond? You're hoping to get political pressure experts information breaking news. To strengthen. Why even have this hearing Bloomberg Radio. The Bloomberg business happened. Bloomberg radio com Bloomberg the world is listening re opening the reopening rotation has taken place. How will it happen? Healthcare's obviously very much in focus. What's next? Surely it's better to have an extension. What is this is going to be industrywide. At least there's one question you can have answered where to keep up. We have the latest world and national news right here. Mr Party for policy. He had long hair. Yeah, This is about people that you care about Bloomberg Radio. The Bloomberg business happened. Bloomberg radio dot com Bloomberg, the world is listening. Equity Investors have been focused on one magic number Tuesday that is $40,000 as a number of crypto currencies continued to see wild price swings are at Ludlow is here to break it down at Yes..

Mark Mahoney Kelly Gelblum Snowflake $40,000 UK £600 million Tuesday Octa China Fed Brad Evercore Bloomberg Radio first quarter one magic number Bloomberg Bloomberg radio second quarter Bloomberg radio dot com one question
"mark mahoney" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

06:31 min | 4 months ago

"mark mahoney" Discussed on Bloomberg Radio New York

"Is this just the beginning of long awaited media consolidation. Either way, it's the biggest move yet by a tech giant to rock the Hollywood boat. For more on this. I want to bring in Mark Mahoney of Evercore I Asai and Bloomberg's Kelly A. Gill blam, who helped break the story that Amazon was interested in buying MGM initially. Mark, I want to start with you. Is this a good deal for Amazon? Well, it makes a lot of strategic sense. I think what they're trying to do is figure out more ways to drive crime penetration, which jumped dramatically for them over the last 12 18 months. And based on survey work we've done over the years. The number two reason why consumers sign up for prime is access to prime video. So bond helps prime and private help Prime help Samson because those prime customers are far and away the most valuable Customer cohort that Amazon has so that I think it's the strategic rationale. If we do think as a standard oil markets dreaming is there's AH, there's a large market. We're not the only one who thinks that Disney upended its entire business model to go after it. We think Netflix remains the leader in the space and it's congenital out of free cash flow. So yes, I'm sorry. It's just this makes a lot of strategic sense. Now, Kelly Amazon Studios got off to a slow start in Hollywood and it Jeff Bezos has shown he's willing to spend here. What does MGM bring to Amazon that it didn't have? Before that helps give it more potential credibility in Hollywood. Yeah, thanks. I think it brings a few things. The first is just this year volume of historic library titles, some that you mentioned the bond franchise Pride being the crown jewels on 4000 films. 17,000 TV shows, um, New from Survivor to the voice to him Maid's Tale, which And to license out to third parties. If that's something they want to do on DPA, possibly explore or re imagine, as Jeff Basis, said today into new sort of spin offs or our films and TV shows kind of the way Disney did with Marvel and the other thing that they're really getting with MGM is just a slate of really talented Hollywood executives that are well connected to this business andare Gonna help it get an even greater foothold in Hollywood as they Make new productions and inroads with distributors. Mark. You also cover Netflix is this by a threat to Netflix? Uh, two responses won is that it is it's a recognition that there are four or five mega platforms in the space. So you got Disney. Um Google YouTube. Maybe Apple discovery with Time Warner on The offset you have here is that most households were going to sign up for three or more services. That's what we've seen in recent survey work. I'm almost certain that Netflix is going to be one of those three, so Netflix has a hedge, but the competitive risk is rising. Is Amazon gonna be one of those three? I don't know. I don't know that they will. I know that Amazon Prime, um Prime program is going to be most. I mean, it's something that's almost 80% of US Amazon customers now our prime customers. So that's gonna be ubiquitous on my guess is when we look at the survey work by what we see is that the more likely you are to be a prime member of the more likely you are to be a Netflix member like it's a complimentary service. Those two services are complimentary. I think that's really the bigger trend here. There may be some competitive toggles between the two. The broader thing is that consumers are adopting. Digital solutions, whether it's online shopping or online streaming, and both companies still win in that environment. Interesting. Kelly. No. MGM has been seen as a takeover target for a few years. It didn't happen seems that the studio was struggling a little bit in the ownership department. What is the reaction in Hollywood on the ground? You know how are folks they're feeling about this deal. Yeah, I think initially there was some surprise. People kind of wondered if Kevin all recoup runs Anchorage Capital, the lead hedge fund that owns MGM, Whether he could pull this off. I think it's been, you know. Years and years ATR least five years that deal rumors have taken place. We've heard everything from Apple tohr Aeneas companies that were interested in the studio. This latest sales process started at the end of last year. We know there were plenty of studios that took a look. Another tech companies that took a look on. Ultimately, Amazon was just willing to pay the price tag that MGM wanted. So I think people are, you know, a little bit surprised that the number was so high, but I think they see the logic in it, You know, just given kind of the difficulty of being an independent studio these days. So look, it's a big bet, and a way to kick off Amazon shareholder meeting Mark with a bang. The other big news with Jeff Bezos, finally giving a date for his departure. July 5th. That is the day that Andy Jassy will take over as CEO. Are you at all concerned about Bezos, leaving the CEO role? I mean, looking at the big bats that the company has made, many of which not all of them, many of which have clearly paid off. Well, I've always had a bias for founder lead companies. And so if he's not gonna have an active role in the company, I think it's the some level that makes the Amazon is the stock less attractive. The open question is, he's easy, he says. He's going to stay is an executive chairman. The more that that's executive than not chairman. The better it is for Amazon shareholders. I think one of the what Brad Stone is pointed out better than anybody else is. That basis has really been the inventor in chief. Which is rare. But inventor in chief at the Amazon and some of their best ideas, hey was single handedly or very heavily and handedly involved in generating Alexa AWS, etcetera, So The company can.

Jeff Bezos Mark Mahoney Netflix Andy Jassy Kelly A. Gill Amazon Brad Stone Time Warner Kelly Disney Jeff Basis Marvel July 5th Anchorage Capital Apple Bloomberg Evercore 17,000 TV shows Mark MGM
"mark mahoney" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

05:58 min | 5 months ago

"mark mahoney" Discussed on Bloomberg Radio New York

"That the ad inventory on Facebook becomes more valuable overtime ad rates will go up that lead an acceleration and Facebook's revenue growth. We still think the stock goes higher from here. Meantime, Facebook facing even more competition from TIC TAC. Now there's also club house in these huge discord as well. Audio platforms Facebook trying to make their own. Version of that, But how much of a threat are these new upstarts? Or or do you see Facebook and obviously they own instagram and what happens well as just kind of a category of its own that that's untouchable. Probably a category of its own. It's not untouchable, but somebody needs to come out with a materially better user experience. Adele East to compete with core Facebook Now, Instagram there is this competitive this rising competitors, which is tic tac, and so you know, we have seen no entrance come into the space that could match the popularity of instagram over time. Just leads to this feature War, you know, application improvement war amongst all the assets, which is great for consumers. So Facebook right now, sitting in a really strong position, which you want to see out of Facebook, as a long term investor is look, you've got really high margins. Make sure you aggressively reinvest into new growth areas. The development of new features whether it's Facebook marketplace, instagram reels. Virtual reality, and it seems like they're doing the right thing. They're investing aggressively and growth. They're not. The mistake that Facebook would be making is over Earning. I haven't seen him fall into that yet. What's your take on the Twitter clubhouse deal Talks Twitter. Potentially, Yeah. Haven't looking into buying clubhouse for $4 billion that talks falling apart. We don't know why who walked away. What's your take on that? I think I would have been a smart move by Twitter on. I think they're kind of acknowledging that by building out their own clubhouse type functionality with Twitter spaces, so yeah, if you can't If you can't join them, you beat him. I think that's not just twisted that, but I think that's right. I think that's exactly what they're trying to do here. Whether the work or not, I don't know on that valuation that we're talking about. I don't know what that's warranted or not. You have to really take a look at the financials of clubhouse and then look at what how well other assets have been implemented Ties to user base. If that would imply a relatively robust user base for clubhouse that it hasn't achieved yet, I don't believe but could it overtime? Sure, it could. So anyway, Twitter. Twitter is improving its product development, um, process, but it's specifically needs to do it on the advertising side. That's what stopped. The stock over the last couple of years from really breaking out. It's the fact that they have missed shipping deadlines with with new products for advertisers. The user's They've gotten much better on that side. It's the product development lag on the advertiser side that's bothering investors when it comes to Twitter. Interesting. All right, And then one of your other topics is uber. Obviously, we're in the midst of re opening, but you know, we were all wondering for the uber of before is going to return there been some driver supply issues reported across the country. Drivers don't still want to get in the car. With a stranger. What makes you so bullish? Think drivers will want to get back into a car with a stranger at some point, and you know, we may be. We may have to. Well, get your herd immunity. It's when we're all commuting again, and I think that's probably the fourth quarter of this year, so this is going to be a delayed recovery. But it will happen. We will commute again. And when people do, and when they start to travel again, Uber's rideshare business will pick back up. In the meantime, it did have this big win out of the CO big crisis in It's a food order delivery business so that will continue to grow. So we think what you'll see with uber of the next nine months is a recovery and ride sharing continued robust growth in the food order delivery, business, EPA top break even or move towards profitability for the business as a whole, and those three things can cause the stock to still continue to go up. Had a very nice here last year, but we think they're still maybe half of the journey still become in terms of the stock going up. All right, Mark Mahoney. Always good to have you here with us. Thanks. So much for stopping by every court IAS I head of Internet research Mark Mahoney, all right, coming up, Not even halfway through the year, and we're seeing a boom and tech M in a We're taking a look at the specs space with Deutsche Bank head of tech investment banking on J. Shaw next Mrs Bloomberg Market upheavals. The narrative is driven by uncertainty about the virus. Political reversals not clear that some of the Republicans up on the hill are agreed with the Republican White House economic shift. The macro clearly being proven by the Corona virus outbreak, everything seems to be in motion will also mean a global recession in your view now, But here your arms All the ground looking for guiding you through all of this. Bloomberg radio. The Bloomberg business happen. Bloomberg radio com. Bloomberg, the world is listening. There are a lot of ways to look at the world right now. It's saying that you've got an overweight on Hong Kong and the more of them you can access, the better. What has to be his strategy perspective? Who's doing school? Best clarity? How do we get it to that? The benefits get Tau. Everybody expertise. He seems to have exactly the right combination. It's character Plus pulse. Bloomberg Radio. The Bloomberg business Athan Bloomberg Radio Com. Bloomberg, the world is listening. Economics. All this to me rumors out there, Finding Steve.

Uber Deutsche Bank Mark Mahoney Facebook $4 billion Adele East Instagram Twitter instagram last year EPA Steve Hong Kong Bloomberg Radio fourth quarter of this year Republicans uber TIC TAC three things one
"mark mahoney" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

05:08 min | 5 months ago

"mark mahoney" Discussed on Bloomberg Radio New York

"I wanna get to Ed Ludlow. Back with Ed to give us the latest ed. What's happening now? Yeah, keeping across the market's a bit of breaking news off the market close Thursday. Disney Popping in after hours are almost 6/10 of 1%. Parks chief. The theme parks chief it Disney just tomorrow, saying that they took the time that Cove it took them off line to make some changes around how customers will be able to order food. Go on right raises that they did some rewiring. We were treading water. But then the stock popped in after hours trading, so investors really liking what they're hearing. But as you said, one of the main focus is today. Facebook. So if you flip up the boards and look at some of the action, Facebook actually was pretty flat at one point during the session was pushing to a fresh record, having hit a record high on Monday, but then kind of fell away a little bit Amazon also up 6/10 of 1% today, flip up the boards again. Facebook's really interesting It's been an outperform a year today so far, and I know that you have a guy standing by to talk to you about this stock in particular, outpacing the NASDAQ 100 outpacing the M Y S E. Fang plus Index, But that's pretty recent. It's in recent weeks. We've seen it accelerate a little towards those record highs. Then you compare that with Amazon. If we flip up the boards again, Amazon has lagged those two major indices so far year today, you can see it's under performed both the NASDAQ 100 on the M Y C. Fang Plus Index I'm interested to hear from Mark Mahoney wipes. I know that those are two stocks that he has His eye on coming means Mike Bloomberg and look at this chart all the narrative around the vote that's going on with the union and Amazon. 2020 was a big year for Amazon. Bottom line growth was pretty incredible. You can see their quarterly net income. But it also put in focus how Amazon has grown, and therefore the working conditions that some of its fact warehouses and fulfillment centers. So that is a question. What is Mark Mahoney looking at? Is he looking at This vote union vote, Or is he looking at top and bottom line growth to come in the really interested to hear that, But that's really discussion for investors. Where will growth come from from Amazon is not just the equal most side as well. AWS and the cloud has been such a big story around us working and learning from home and coded. So you've got the questions. Emily. Why don't you ask him? All right. Indeed I will, Bloomberg, said Ludlow. Thanks so much, all right. That was Facebook. When it comes to Amazon. Some have a strong outlook for growth of the online mega retailer head of research. Internet research at Evercore IAS I. Mark Mahoney has the company's one of his top picks for the price target of $4000, Citing acceleration in their cloud adoption, he goes on to state, the company's probably the single best Internet asset. Wanna bring in every court eyes ahead of Internet research, senior managing Director Mark Mahoney. Now Mark, thanks so much for joining us Gonna talk about Facebook in a moment, but Amazon, one of your top big tech picks. We've been talking about the union the union vote that's been happening over the last several days. Now we've got the first results in still being counted. But Amazon leading the Leading the votes to toe one meaning that at this point, the count show there's a lean towards not unionizing. Do you think this is a big risk factor for Amazon? Probably isn't Emily. I think we should probably assume that there's going to be some distribution center, some fulfillment center in Amazon's network along the way that is gonna unionize. I just think that zoo know if they're gonna probably have 5% of employees One day are going to unionize the so I think there is that trying to deal with, But that doesn't really matter on a company of this size of this scale. If you have 5000 employees unionized out of an employee base of a million now, if you had a dramatic change dramatic unionization. But there it's not so much the costs of the union jobs Amazons already above 15 bucks or 15 bucks or above the question would be whether there be something that would change the efficiency of Amazon's fulfillment and distribution centers. And that's hard to know. So that's really the unknown that you're gonna have Union station. I don't think it's a shock at some facility, but I doubted be broadly across Amazon, though. Okay, So let's talk about your other top picks, one of which is Facebook. We just heard Ed talking about another lawsuit about online hate speech. How they have failed to police it there seems to be a huge brand reputation issue. With Facebook. And yet you're right. The stock keeps going up and do you expect it to continue to do so? Yeah, I do expect you to continue to do so. It's a different set up. You know, Amazon's actually traded a sideways and Facebook's moved up because M sounds got the tough comp like they were the clear covert. To Saeko Big winner. It sounds so crass, but they were co vered winter. They had real acceleration in growth of the markets curious, uncertain about whether they can still maintain that a stay go through the eyes. The cops get tougher to go through the back half the year. Facebook first got hit as the other add names did in the first half of last year, and so you're going to be expecting Facebook's growth to accelerate. That's why the stock catches a bit earlier. We think it's a very inexpensive asset versus its growth rate. And, uh and there's some things like this trend. One of the biggest transfer master, I think is the rise of social commerce. Social media became social commerce, which means.

Emily Amazon Ed Ludlow Amazons AWS Mark Mahoney Mark Facebook Thursday 15 bucks Monday $4000 5000 employees Ed 2020 Mike Bloomberg 5% tomorrow Disney Bloomberg
"mark mahoney" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

07:50 min | 10 months ago

"mark mahoney" Discussed on Bloomberg Radio New York

"Here's Emily Chang, the U. S Federal Trade Commission has issued orders to Amazon, YouTube and Facebook and six other social media companies to hand over information. But how they collect and use information from users, the country's top privacy regular, saying the firms use of consumer data is quote shrouded in secrecy. The sweeping demand comes after the agency sued Facebook for alleged violations of antitrust laws just last week. Discuss We're joined by Mark Mahoney, managing director at RBC Capital Markets. So Mark obviously the pressure from the U. S government on Big Tech in general has been ratcheting up. How much does this latest salvo from the U. S government changed the equation. It. Just it just I'd like your expression and let it just ratchets up the pressure on these these companies, and it's become a clearly a bipartisan issue. You notice that, in the congressional hearings in the middle of the summer is what I called out, opening up a congressional bipartisan can of whup ass on on Big Tak. It's Republicans and Democrats. So yeah, these companies companies have plan to become very large, very powerful, and there are legitimate questions. So it's the weather. They become too large, too powerful both in terms of their acquisitions and then their internal practices. Privacy issues are a little bit separate. But you know the scrutiny is a super high in it. At least it very much limits the ability of these companies to do any large scale acquisitions hearme or interviews like this one on Bloomberg television streaming live on Bloomberg dot com and on the Bloomberg Mobile APP or check your local cable listings from the financial capital of the World. 24 hours a day at Bloomberg, calm on the Bloomberg business APP and at Bloomberg Quick Take This is Bloomberg Radio. How do they just go off when there's so many people out of work? When you look at hiring? You know you're seeing those permanent layoffs, increased affinity concern going forward. The really important thing to keep in mind is we're starting a brand new economic cycle. Right now. I think a lot of this band aid student was has already been priced in the central banks have locked themselves in Being stuck at the effective lower bounds. It's not that we're not gonna grow in 2021 his will be enough. This is Bloomberg Surveillance with Tom Keene, Jonathan Farrell and Lisa Abramowitz from New York and London for our audience worldwide. Good morning. Good morning. This is Bloomberg. Surveillance Live on TV and radio alongside Tom Kean and Lee Strip Rabbit son Jonathan Farrow with equity futures up sweating, but he s and P 500 we advance 5 6/10 of 1% Tom Kane. New York City, the state of New York Governor Cuomo with a warning in the last 24 hours, we could be heading for another lockdown links right into marriage, Blasio and some real caution here for a worldwide audience. Cool. Come on De Blasio barely on speaking terms, But John they were on the same page yesterday about the seriousness of getting to 300,000. And then the extrapolation. I did off the Bloomberg terminal this morning where 400,000 deaths extra good news on the vaccine, his modeled out in the vicinity of the third week of March. Those air frightening numbers for all That's the brutal reality. Let's talk about the good news of the vaccine. One vaccine in the mix already being rolled out in the United States of America, Tom and maybe Madonna joins the rollout as well in the coming days and weeks, so great to see that nurse yesterday haven't encouraged to be the first one out in New York. I believe it was in New York City. That imagery as we saw in the United Kingdom in the last week, John You wonder if we're gonna vaccinate the federal Open Market committee. I mean, you know, they need some protection as well. They may fall asleep. It's going to be such a boring meeting. I'm not sure whether I should take that seriously or not make stuff around. It's whether the F once he needs to be vaccinated. I think for the equity bulls, they probably feel that way. Yeah, Yeah, probably you are correct. So let's talk about the FOMC meeting in the vaccinations of the members. I guess, Tom today we're going to start with that two day FOMC meeting and the key question will be what their guides will be. As far as extending bond purchases into longer duration. Bonds questions around the potential for a taper tantrum if they don't deliver taper tantrum, Meaning what 10 year Treasury yields that don't know 93 basis points. Not that much of a tantrum. Also today, we're gonna be getting empire manufacturing data for the month of December at 8:30 A.m. Industrial production data at 9 15. I'm interested me of Empire manufacturing data. In part because that's the first read on December and the activity in manufacturing, which has been a strong suit in the state of New York, looking for that Also today, Joe Biden heading to Georgia, head of those January Senate run offs, John You've been touching on this a lot about how important it is. And the outcome of this. The leadership of the Senate will determine what kind of stimulus bill we will be getting. And John. I will just say this. If 2020 wasn't a bad enough. Here. We will all be dumped under a foot of snow. Starting on Wednesday. So it's just a great year all around. Happy 2020 Lisa really sort of snow is my dealing with this morning. Somebody singing White Christmas. We want a foot of snow. It's winter, you know. Then Crosby has to save the general up in Vermont. We want a white Christmas. We want a white December 17th. I'll do my best to save this show. Christ section shaping up as follows. Sonny S and P 500. No idea. What's going on up about 22 points? Yes. Complete four day losing streak on the S and P 500 coming into today, actually the longest losing streak on a daily basis, going back to September. It's been that long. The effects market euro dollar upto 1 21 59 in Treasuries Your son change 0.8981% is your yield on the 10 year, guys, Banks America out with the fund managers surveyed this morning, Lisa. I know you've read it, Tom. I know you haven't so that will bring you one of the highlights from the fund manager Survey. Participants were asked when the vaccine will start positively impacting the economy, 42% said. Q 2 21 28% said. Q 1 19 Set Q three Get into the other details of this survey a little bit later this morning, but Thomas think that's important for expectations management. A lot of what we're seeing in this market. It's firmly anchored by better future. It seems to me that the test for that future is around Q two next year. That's when people will want to see the day to start to improve materially because of this vaccine rollout, and that's what's indicated in this survey. Well, what's said, But in the equity market. What it's about is corporations will adapt. We're not talking fixed income. We're not talking foreign exchange in the equity market while we wait, You know the proverbial end of the bridge. It will be corporations adapting to reality. They couldn't do that, John, where another financial systems they can't so much. Very true. Joining us now is Minamata. John wants global investors. US investment strategist you did better than you did two minutes ago. Mona Treasures Production manager survey Cash levels in this 4% that dropped to 4% of B of A. That's the South signal. I'm not sure how well you can lean on this survey to make your investment decisions, But I think it speaks to something. A lot of people concerned about murder. Whether things have got to bullish too quickly. Your thoughts Yeah, absolutely in good morning, guys, you know, look, I think generally our thesis had been when we were start when we would get the vaccine news and we would see the start of the rollout markets would very quickly discount the future. They would look 6 to 12 months ahead as they always do, And they would see a future where there would be a more return to normalcy in consumer behavior and It's been a remarkable to see that that's kind of what's played out. You know the last quarter quarter to date, we've seen the S and P up nearly 9%. But what's driven that 9%. It's really been financials, Energy and industrial. So the return of this value cyclical trade has dominated the headlines. Those sectors are up 13 to 25%, plus this quarter. S O..

Bloomberg John You New York Lisa Abramowitz Tom New York City Bloomberg Radio Mark Mahoney Facebook United States RBC Capital Markets Big Tak Emily Chang U. S FOMC Senate Tom Kean Amazon U. S Federal Trade Commission
"mark mahoney" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

02:32 min | 10 months ago

"mark mahoney" Discussed on Bloomberg Radio New York

"Little conversations from Bloomberg Television. Here's Emily Chang, the U. S Federal Trade Commission has issued orders to Amazon, YouTube and Facebook and six other social media companies to hand over information. But how they collect and use information from users, the country's top privacy regular, saying the firms use of consumer data is quote shrouded in secrecy. The sweeping demand comes after the agency sued Facebook for alleged violations of antitrust laws just last week. Discuss We're joined by Mark Mahoney, managing director at RBC Capital Markets. So Mark obviously the pressure from the U. S government on Big Tech in general has been ratcheting up. How much does this latest salvo from the U. S government changed the equation. Just write it just like your expression, Emily. It just ratchets up the pressure on these these companies, and it's become a clearly a bipartisan issue. You notice that, in the congressional hearings in the middle of the summer is what I called up, opening up a congressional bipartisan can of whup ass on on Big Tak. It's Republicans and Democrats. So yeah, these companies, companies have clearly become very large, very powerful, and there are legitimate questions. So it's the weather. They become too large, too powerful both in terms of their acquisitions and then their internal practices. Privacy issues are a little bit separate. But you know the scrutiny is a super high in that, at least it very much limits The ability of these companies to do any large scale acquisitions hearme or interviews like this one on Bloomberg television streaming live on Bloomberg dot com and on the Bloomberg mobile APP or check your local cable listings. Markets headlines and breaking news 24 hours a day at Bloomberg dot com. The Bloomberg business APP and and Bloomberg Quick Take. This is a Bloomberg business Flash. I'm Karyn Moscow in U. S. Stock Index futures are signaling a rebound after the S and P 500 camp its longest slide since September. With investors focusing on the vaccine rollout. We check the markets every 15 minutes throughout the trading day on Bloomberg. S and P futures up about 22 points down Futures of 168 NASDAQ futures of 55 the decks in Germany up 7/10 of upper said 10 Year treasury down one 32nd. He'll 10.89% that yield on the two year 20.11%. I'm expert oil is little changed up less than 1/10 of a percent, or three cents at 47 02 a barrel Comex gold is up 9/10 percent, or $16.90 at 18 49 announce. Euro one. Point to 160 against the dollar. British found 1.3314 and the yen is it went 4.5. And that's a Bloomberg business flash. Now here's John Tucker with more on what's going on around.

Bloomberg Bloomberg Television Emily Chang Facebook RBC Capital Markets Mark Mahoney U. S Big Tak U. S Federal Trade Commission Amazon managing director Karyn Moscow Big Tech YouTube John Tucker Germany
"mark mahoney" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

08:33 min | 10 months ago

"mark mahoney" Discussed on Bloomberg Radio New York

"U. S Federal Trade Commission has issued orders to Amazon, YouTube and Facebook and six other social media companies to hand over information. But how they collect and use information from users, the country's top privacy regular, saying the firms use of consumer data is quote shrouded in secrecy. The sweeping demand comes after the agency sued Facebook for alleged violations of antitrust laws just last week. Discuss We're joined by Mark Mahoney, managing director at RBC Capital Markets. So Mark obviously the pressure from the U. S government on Big Tech in general has been ratcheting up. How much does this latest salvo from the U. S government changed the equation. Just write it just like your expression. Emily. It just cracks. It's up the pressure on these these companies, and it's become a clearly a bipartisan issue. You notice that, in the congressional hearings in the middle of the summer is what I called up opening of a congressional bipartisan can of whup ass on on Big Tak. It's Republicans and Democrats. So yeah, these these companies have planned to become very large, very powerful, and there are legitimate questions. So it's the weather. They become too large, too powerful both in terms of their acquisitions and then their internal practices. Privacy issues are a little bit separate. But you know the scrutiny is a super high and at that leased it very much limited ability of these companies to do any large scale acquisitions. This statement from the FTC today, the decisions that prominent online platforms make regarding consumer and customer data remains shrouded in secrecy. Critical questions about business models, algorithms data collection and use have gone on answered. Policymakers and the public are in the dark about what social media and video streaming services due to capture and sell user's data and attention. It is alarming that we still know so little. About companies that know so much about us. You know, as somebody who has covered these companies for so many years, you know, I'm sure this is probably the height of scrutiny that you have seen on these companies from the U. S government. How big a risk should investors take this into their calculations when they're thinking about whether to invest in these companies that already high Valuations. Well, let's see, I you know, we regulatory issues aren't necessarily new Google is paid. I think about $10 billion now and find space book is a those air European finds Facebook has paid about 5 to 6 billion to us to the FTC for violating a consent decree or acknowledging that may have violated a consent decree so investors were used to find Investors. They're used to this kind of scrutiny. So I don't think it changes the investment thesis on this name. You'd have to really have a required break up or required changing business practices. But Emily, you've tracked decision industry for a long time. A lot of these models. It's kind of a trade off for consumers. You you know, if you want a free service, you have to give up some of your privacy. You have to give information and by the way, in many ways, I think it actually makes the service a lot better. You get targeted ads rather than junk mail on. I think most consumers prefer the targeted ads, how, In fact, they get the information to target the ads. I mean, that's kind of a secret sauce for a lot of these businesses, and they probably not tell regulators or anybody that for competitive reasons, but they may be forced to now because of regulators, and so anyway, that's that's the new issue, but I don't think it changes the investment thesis on this name for good for for investors. What about the risk in particular of Facebook being broken up? Given that the FTC certainly it's not required, but the FCC has suggested that could be a remedy spinning off instagram spinning off. What's up? Well, it could be one of the smoking guns Emily that came out of this congressional hearings this summer and, by the way, was already brought up in a couple of really great books that have been published in the last year or two about Facebook and Instagram quickly. Several fires book is that there's no question that Facebook bought Instagram, in part to take on what they perceived as a potential future competitors. And so the those air those are the things that antitrust laws they're sort of meant to stop or to at least address why there was The dress. The first time the FTC looked at that acquisition is a little bit of a mystery. But anyway that Z it does. It does raise the issue that these will be forced breakup. I think break up of what's happens a little harder to see what the rationale for that would be. It's not clearly in the same industry as Facebook. That was kind of the more about our thought. Colonel acquisition, but the person's gonna be there. I think it's unlikely they'll be required spin offs, but it is possible. Now you just put out a note on uber and you are pretty bullish on how they come out of the pandemic. Why? Tuck. I'm sorry, Emily. Let's see the uber. This remains our topic in the group. We have snow dust this multi year rise in the interest of ride sharing what I found. Most interesting. This from this report in the survey was the finding that consumers are finding new use cases for ride sharing. Dark Custer shot. He talked about this on the last earnings call that New Yorkers you specifically pointing to. We're starting to use ridesharing during the middle of the date or non peak commute times. Our surveys show that people Start to use ride sharing to run errands. If that use case continues, post Cove it and then you have your general use cases rising for social events. First for airport runs. What it means is that the use cases for ridesharing for uber for lift all then they're gonna be greater post cold Whenever postponed. It is. I thought that was an unusually bullish take away, So we continue to like Cooper. It's our topic in large cap. Now interesting. Uber's Obviously one of the companies that has struggled in the midst of the pandemic. Stitch fix is another company that your look looking at that struggled early on as well made big job cuts but seems to be taking off like a rocket ship. What do you seeing in terms of the path ahead there? So that's gonna be a covert recovery. Play on that retail is a category Emily just accelerate like a rocket ship throughout Cove it except for fashion apparel because we didn't want to buy clothes to go out because we weren't going out. But now we starting to think about going out. There's been a lot of pent up dollars. Uh, I think people will be looking to refresh their wardrobes. And in the meantime, I think Stitch fix Katrina like that, that company, I think they've done a lot of product improvements. And to me, that's what innovation product groups really tried that you do these for these companies over time, and I think investors kind of made miss Mr Underappreciated. Some of the changes that they've made the side is more personalized. They figured out new features that kind of game ified to service a little bit on. I think that you come out of covert. You'll see a really nice sharp recovery in both new users and in revenue it stitch fix. This has been one of our topics and small cap. We've had a dramatic surge in the shares, so it's become a pretty small by force now, but fundamentally, it's a much stronger acid. It will be coming out of orbit and it was coming in. That's why investors are excited. Now even covering take a long time Mark, and I'm sure you follow the Airbnb and Gord Ash I pose last week, doubling their valuations. Even Brian Chesky. The CEO, seemed stunned when I told him live on air, where the shares were about to open at As we head into 2021. Are you concerned about froth in the market? We're already looking at a couple of companies affirm and road blocks that are postponing their I pose till next year. As as we they try to get a sense of what is happening in this market. Well, yeah, This is unusual What we're seeing, and I don't have been a formal opinion, either Airbnb and or door dash. I wanna look at names this year, which have risen a lot because their estimates have gone up. So I look at a good classic case like a Facebook or an Amazon. It's not so much the re rating. We haven't seen these multiples. Five the moon. What we've seen this. The numbers have gone up Amazons. Everybody's estimates on the street for Amazon of Ghana materially since the beginning of the year because their revenue growth accelerated. There were big winners off of advertising on the cloud computing business, even though all three of their agents of growth have actually benefited from Cove it so I think there's less risk in a good, solid name like that, and my guess is that you'll see kind of a recovery back or returned by investors back to kind of the standard Bears of tech. Especially those that benefited but also came up with new investment initiatives. During the course of the year again, M sounds the poster child here. They're increasing their distribution capacity by 50%. This year, they really leaned in the cove it and I think what's gonna come out of that for them accelerated market share gains, So I think investors can still stick with that name and continued output for perform for them despite already out performing this year.

Facebook Emily FTC Amazons RBC Capital Markets U. S Mark managing director Big Tak Mark Mahoney Big Tech Google post Cove Airbnb Bloomberg Brian Chesky YouTube
"mark mahoney" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

09:06 min | 10 months ago

"mark mahoney" Discussed on Bloomberg Radio New York

"Issued orders to Amazon, YouTube and Facebook and six other social media companies to hand over information. But how they collect and use information from users, the country's top privacy regular, saying the firms use of consumer data is quote shrouded in secrecy. The sweeping demand comes after the agency sued Facebook for alleged violations of antitrust laws just last week. Discuss We're joined by Mark Mahoney, managing director at RBC Capital Markets. So Mark obviously the pressure from the U. S government on Big Tech in general has been ratcheting up. How much does this latest salvo from the U. S government changed the equation. Just write it just like your expression. Emily. It just cracks. It's up the pressure on these these companies, and it's become a clearly a bipartisan issue. You notice that, in the congressional hearings in the middle of the summer is what I called up opening of a congressional bipartisan can of whup ass on on Big Tak. It's Republicans and Democrats. So yeah, these these companies have planned to become very large, very powerful, and there are legitimate questions. So it's the weather. They become too large, too powerful both in terms of their acquisitions and then their internal practices. Privacy issues are a little bit separate. But you know the scrutiny is a super high and at that leased it very much limited ability of these companies to do any large scale acquisitions. This statement from the FTC today, the decisions that prominent online platforms make regarding consumer and customer data remains shrouded in secrecy. Critical questions about business models, algorithms data collection and use have gone on answered. Policymakers and the public are in the dark about what social media and video streaming services due to capture and sell user's data and attention. It is alarming that we still know so little. About companies that know so much about us. You know, as somebody who has covered these companies for so many years, you know, I'm sure this is probably the height of scrutiny that you have seen on these companies from the U. S government. How big a risk should investors take this into their calculations when they're thinking about whether to invest in these companies that already high Valuations. Well, let's see, I you know, we regulatory issues aren't necessarily new Google is paid. I think about $10 billion now and find space book is a those air European finds Facebook has paid about 5 to 6 billion to us to the FTC for violating a consent decree or acknowledging that may have violated a consent decree so investors were used to find Investors. They're used to this kind of scrutiny. So I don't think it changes the investment thesis on this name. You'd have to really have a required break up or required changing business practices. But Emily, you've tracked decision industry for a long time. A lot of these models. It's kind of a trade off for consumers. You you know, if you want a free service, you have to give up some of your privacy. You have to give information and by the way, in many ways, I think it actually makes the service a lot better. You get targeted ads rather than junk mail on. I think most consumers prefer the targeted ads, how, In fact, they get the information to target the ads. I mean, that's kind of a secret sauce for a lot of these businesses, and they probably not tell regulators or anybody that for competitive reasons, but they may be forced to now because of regulators, and so anyway, that's that's the new issue, but I don't think it changes the investment thesis on this name for good for for investors. What about the risk in particular of Facebook being broken up? Given that the FTC certainly it's not required, but the FCC has suggested that could be a remedy spinning off instagram spinning off. What's up? Well, it could be one of the smoking guns Emily that came out of this congressional hearings this summer and, by the way, was already brought up in a couple of really great books that have been published in the last year or two about Facebook and Instagram quickly. Several fires book is that there's no question that Facebook bought Instagram, in part to take on what they perceived as a potential future competitors. And so the those air those are the things that antitrust laws they're sort of meant to stop or to at least address why there was The dress. The first time the FTC looked at that acquisition is a little bit of a mystery. But anyway that Z it does. It does raise the issue that these will be forced breakup. I think break up of what's happens a little harder to see what the rationale for that would be. It's not clearly in the same industry as Facebook. That was kind of the more about our thought. Colonel acquisition, but the person's gonna be there. I think it's unlikely they'll be required spin offs, but it is possible. Now you just put out a note on uber and you are pretty bullish on how they come out of the pandemic. Why? Tuck. I'm sorry, Emily. Let's see the uber. This remains our topic in the group. We have snow dust this multi year rise in the interest of ride sharing what I found. Most interesting. This from this report in the survey was the finding that consumers are finding new use cases for ride sharing. Dark Custer shot. He talked about this on the last earnings call that New Yorkers you specifically pointing to. We're starting to use ridesharing during the middle of the date or non peak commute times. Our surveys show that people Start to use ride sharing to run errands. If that use case continues, post Cove it and then you have your general use cases rising for social events. First for airport runs. What it means is that the use cases for ridesharing for uber for lift all then they're gonna be greater post cold Whenever postponed. It is. I thought that was an unusually bullish take away, So we continue to like Cooper. It's our topic in large cap. Now interesting. Uber's Obviously one of the companies that has struggled in the midst of the pandemic. Stitch fix is another company that your look looking at that struggled early on as well made big job cuts but seems to be taking off like a rocket ship. What do you seeing in terms of the path ahead there? So that's gonna be a covert recovery. Play on that retail is a category Emily just accelerate like a rocket ship throughout Cove it except for fashion apparel because we didn't want to buy clothes to go out because we weren't going out. But now we starting to think about going out. There's been a lot of pent up dollars. Uh, I think people will be looking to refresh their wardrobes. And in the meantime, I think Stitch fix Katrina like that, that company, I think they've done a lot of product improvements. And to me, that's what innovation product groups really tried that you do these for these companies over time, and I think investors kind of made miss Mr Underappreciated. Some of the changes that they've made the side is more personalized. They figured out new features that kind of game ified to service a little bit on. I think that you come out of covert. You'll see a really nice sharp recovery in both new users and in revenue it stitch fix. This has been one of our topics and small cap. We've had a dramatic surge in the shares, so it's become a pretty small by force now, but fundamentally, it's a much stronger acid. It will be coming out of orbit and it was coming in. That's why investors are excited. Now even covering take a long time Mark, and I'm sure you follow the Airbnb and Gord Ash I pose last week, doubling their valuations. Even Brian Chesky. The CEO, seemed stunned when I told him live on air, where the shares were about to open at As we head into 2021. Are you concerned about froth in the market? We're already looking at a couple of companies affirm and road blocks that are postponing their I pose till next year. As as we they try to get a sense of what is happening in this market. Well, yeah, This is unusual What we're seeing, and I don't have been a formal opinion, either Airbnb and or door dash. I wanna look at names this year, which have risen a lot because their estimates have gone up. So I look at a good classic case like a Facebook or an Amazon. It's not so much the re rating. We haven't seen these multiples. Five the moon. What we've seen this. The numbers have gone up Amazons. Everybody's estimates on the street for Amazon of Ghana materially since the beginning of the year because their revenue growth accelerated. There were big winners off of advertising on the cloud computing business, even though all three of their agents of growth have actually benefited from Cove it so I think there's less risk in a good, solid name like that, and my guess is that you'll see kind of a recovery back or returned by investors back to kind of the standard Bears of tech. Especially those that benefited but also came up with new investment initiatives. During the course of the year again, M sounds the poster child here. They're increasing their distribution capacity by 50%. This year, they really leaned in the cove it and I think what's gonna come out of that for them accelerated market share gains, So I think investors can still stick with that name and continued output for perform for them despite already out performing this year. All right, well, great expectations for a lot of these companies. RBC Capital Markets Managing Director Mark Mahaney also always appreciate you telling us whether they can live up. All right. Coming up. Russian hackers are suspected in a global campaign in attacking some of the most critical U S government agency. We will bring you everything you need to know. Next. This is Bloomberg..

Facebook Emily FTC Amazons RBC Capital Markets U. S Mark managing director Big Tak Mark Mahoney Big Tech Google post Cove Airbnb Bloomberg Brian Chesky YouTube
Agency homing in on social media companies' data collection

BTV Simulcast

08:33 min | 10 months ago

Agency homing in on social media companies' data collection

"U. S Federal Trade Commission has issued orders to Amazon, YouTube and Facebook and six other social media companies to hand over information. But how they collect and use information from users, the country's top privacy regular, saying the firms use of consumer data is quote shrouded in secrecy. The sweeping demand comes after the agency sued Facebook for alleged violations of antitrust laws just last week. Discuss We're joined by Mark Mahoney, managing director at RBC Capital Markets. So Mark obviously the pressure from the U. S government on Big Tech in general has been ratcheting up. How much does this latest salvo from the U. S government changed the equation. Just write it just like your expression. Emily. It just cracks. It's up the pressure on these these companies, and it's become a clearly a bipartisan issue. You notice that, in the congressional hearings in the middle of the summer is what I called up opening of a congressional bipartisan can of whup ass on on Big Tak. It's Republicans and Democrats. So yeah, these these companies have planned to become very large, very powerful, and there are legitimate questions. So it's the weather. They become too large, too powerful both in terms of their acquisitions and then their internal practices. Privacy issues are a little bit separate. But you know the scrutiny is a super high and at that leased it very much limited ability of these companies to do any large scale acquisitions. This statement from the FTC today, the decisions that prominent online platforms make regarding consumer and customer data remains shrouded in secrecy. Critical questions about business models, algorithms data collection and use have gone on answered. Policymakers and the public are in the dark about what social media and video streaming services due to capture and sell user's data and attention. It is alarming that we still know so little. About companies that know so much about us. You know, as somebody who has covered these companies for so many years, you know, I'm sure this is probably the height of scrutiny that you have seen on these companies from the U. S government. How big a risk should investors take this into their calculations when they're thinking about whether to invest in these companies that already high Valuations. Well, let's see, I you know, we regulatory issues aren't necessarily new Google is paid. I think about $10 billion now and find space book is a those air European finds Facebook has paid about 5 to 6 billion to us to the FTC for violating a consent decree or acknowledging that may have violated a consent decree so investors were used to find Investors. They're used to this kind of scrutiny. So I don't think it changes the investment thesis on this name. You'd have to really have a required break up or required changing business practices. But Emily, you've tracked decision industry for a long time. A lot of these models. It's kind of a trade off for consumers. You you know, if you want a free service, you have to give up some of your privacy. You have to give information and by the way, in many ways, I think it actually makes the service a lot better. You get targeted ads rather than junk mail on. I think most consumers prefer the targeted ads, how, In fact, they get the information to target the ads. I mean, that's kind of a secret sauce for a lot of these businesses, and they probably not tell regulators or anybody that for competitive reasons, but they may be forced to now because of regulators, and so anyway, that's that's the new issue, but I don't think it changes the investment thesis on this name for good for for investors. What about the risk in particular of Facebook being broken up? Given that the FTC certainly it's not required, but the FCC has suggested that could be a remedy spinning off instagram spinning off. What's up? Well, it could be one of the smoking guns Emily that came out of this congressional hearings this summer and, by the way, was already brought up in a couple of really great books that have been published in the last year or two about Facebook and Instagram quickly. Several fires book is that there's no question that Facebook bought Instagram, in part to take on what they perceived as a potential future competitors. And so the those air those are the things that antitrust laws they're sort of meant to stop or to at least address why there was The dress. The first time the FTC looked at that acquisition is a little bit of a mystery. But anyway that Z it does. It does raise the issue that these will be forced breakup. I think break up of what's happens a little harder to see what the rationale for that would be. It's not clearly in the same industry as Facebook. That was kind of the more about our thought. Colonel acquisition, but the person's gonna be there. I think it's unlikely they'll be required spin offs, but it is possible. Now you just put out a note on uber and you are pretty bullish on how they come out of the pandemic. Why? Tuck. I'm sorry, Emily. Let's see the uber. This remains our topic in the group. We have snow dust this multi year rise in the interest of ride sharing what I found. Most interesting. This from this report in the survey was the finding that consumers are finding new use cases for ride sharing. Dark Custer shot. He talked about this on the last earnings call that New Yorkers you specifically pointing to. We're starting to use ridesharing during the middle of the date or non peak commute times. Our surveys show that people Start to use ride sharing to run errands. If that use case continues, post Cove it and then you have your general use cases rising for social events. First for airport runs. What it means is that the use cases for ridesharing for uber for lift all then they're gonna be greater post cold Whenever postponed. It is. I thought that was an unusually bullish take away, So we continue to like Cooper. It's our topic in large cap. Now interesting. Uber's Obviously one of the companies that has struggled in the midst of the pandemic. Stitch fix is another company that your look looking at that struggled early on as well made big job cuts but seems to be taking off like a rocket ship. What do you seeing in terms of the path ahead there? So that's gonna be a covert recovery. Play on that retail is a category Emily just accelerate like a rocket ship throughout Cove it except for fashion apparel because we didn't want to buy clothes to go out because we weren't going out. But now we starting to think about going out. There's been a lot of pent up dollars. Uh, I think people will be looking to refresh their wardrobes. And in the meantime, I think Stitch fix Katrina like that, that company, I think they've done a lot of product improvements. And to me, that's what innovation product groups really tried that you do these for these companies over time, and I think investors kind of made miss Mr Underappreciated. Some of the changes that they've made the side is more personalized. They figured out new features that kind of game ified to service a little bit on. I think that you come out of covert. You'll see a really nice sharp recovery in both new users and in revenue it stitch fix. This has been one of our topics and small cap. We've had a dramatic surge in the shares, so it's become a pretty small by force now, but fundamentally, it's a much stronger acid. It will be coming out of orbit and it was coming in. That's why investors are excited. Now even covering take a long time Mark, and I'm sure you follow the Airbnb and Gord Ash I pose last week, doubling their valuations. Even Brian Chesky. The CEO, seemed stunned when I told him live on air, where the shares were about to open at As we head into 2021. Are you concerned about froth in the market? We're already looking at a couple of companies affirm and road blocks that are postponing their I pose till next year. As as we they try to get a sense of what is happening in this market. Well, yeah, This is unusual What we're seeing, and I don't have been a formal opinion, either Airbnb and or door dash. I wanna look at names this year, which have risen a lot because their estimates have gone up. So I look at a good classic case like a Facebook or an Amazon. It's not so much the re rating. We haven't seen these multiples. Five the moon. What we've seen this. The numbers have gone up Amazons. Everybody's estimates on the street for Amazon of Ghana materially since the beginning of the year because their revenue growth accelerated. There were big winners off of advertising on the cloud computing business, even though all three of their agents of growth have actually benefited from Cove it so I think there's less risk in a good, solid name like that, and my guess is that you'll see kind of a recovery back or returned by investors back to kind of the standard Bears of tech. Especially those that benefited but also came up with new investment initiatives. During the course of the year again, M sounds the poster child here. They're increasing their distribution capacity by 50%. This year, they really leaned in the cove it and I think what's gonna come out of that for them accelerated market share gains, So I think investors can still stick with that name and continued output for perform for them despite already out performing this year.

Facebook FTC Emily Mark Mahoney U. S Government On Big Tech U. S Government Rbc Capital Markets Instagram Federal Trade Commission Dark Custer Amazon Youtube Mark U. FCC Google Colonel Airbnb Gord Ash
"mark mahoney" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

08:25 min | 1 year ago

"mark mahoney" Discussed on Bloomberg Radio New York

"The nonprofit, which collects surplus food from farms and restaurants and supplies into hundreds of soup kitchens and food pantries across the city has seen food insecure e skyrockets since the start of the pandemic. More on that from Bloomberg's Denise Pellegrini. City limits reports between March and August City harvest rescued and delivered £56 million of food, and that's a 79% uptick compared to the same time last year. The report says that between March and June alone, the community food programs that city harvest works would saw seven million visits. And that's a more than 20% increase from 2019 and advocates say food insecurity won't be going away anytime soon as the city unemployment rate is still historically high to Nisa Pellegrini Bloomberg radio. Traders and investors are resting up and hoping for a better week ahead. After the NASDAQ full of technology companies dropped over 4% last week, some are worried that big check with its surging stocks this year has run its course. But Mark Mahoney, RBC Capital lead technology analyst, still likes big check the year today rally. You know, I'd largely agree with, but we did have a surgeon in August and this kind of pull back, you know 5 to 10%. That's probably healthy for these names. The NASDAQ is up 21% year to date, The New York City Marathon turns 50. It was back on this day, September 13th back in 1970. That the first marathon was run there, of course, won't be a marathon this year Global news 24 hours a day on air and on Bloomberg quick take powered by more than 2700, journalists and analysts in more than 120 countries. I'm Susanna Palmer. This is Bluebird. This's masters in business with very rich holds on Bloomberg Radio. My extra special guest this week is well Dan off. He has been running Fidelity's contra funds for just about 30 years. The fund is the largest actively managed mutual fund run by one person. It's about $130 billion, and since September 1990 When he took over the funds, he has outperformed the benchmark SNP index by more than 300 basis points annually. Will dan off. Welcome to Bloomberg. Thanks, Barry. It's great to be with you. So that track record is really quite astonishing. You've returned on average 13% compounded annually. Your benchmark the S and P. 500 is 10% the average large cap growth funds. Has returned about 9%. So what is the secret of your success? Very, I think you know, sometimes you lose track of the percentages, But I think if you had invested $10,000 in the S and P 500, you should have your fact Checkers. Figure this out, But I think that after 30 years of being up whatever it is 10% a year Here at like 200,000 fewer invested in Contra fun. You'd be closer to like 480,000, so it really can make a difference. Compound ing Is an important concept for your listeners. When it comes to investing, and to the extent you can find a pond or a company that can compound Over time. It really does make a difference over the decades, But I'd say, Barry, for for me, the North Star has been the importance of analyzing Cos. Keeping an open mind working really hard. And saying flexible. Having a great team, and then maybe just Bringing it all back to the earnings per share of the underlying companies. Trying to think about you know what the company could earn. Looking out 57 years. So will this company be bigger and better? So I do believe that the growth discipline Is a superior discipline. And then you know, once you determine what you think the company might earn Looking out to the extent you can look out, and you have to be honest and say, you know, I really I'm not sure you know what In the world of technology, you have to be really careful about extrapolating growth rates. But that ideally you're Trying to pay the best price you can for well positioned. Growth company with, you know, a good brand and great management and strong cash flow and stuff like that. But I'd say, you know, cast a wide net be flexible. And then you know, continue to monitor what your your investments are doing and what you're management's air doing. I'm much more of Ah, advocate of It's sort of a poker game approach. I think it's hard to say, you know, ex wife is going to be a buy and hold for 10 years, but You know, this is the greatest thing since sliced bread and therefore we're all in some investors. Khun do that, I think Over over 30 years. You make a lot of mistakes. You accept your mistakes. You learn from your mistakes, but One idea I have is just to say, Listen, I think You know you're you know, we're playing poker. I haven't eh? You're showing a three. I think this is starting out to be a good hand for me. So I'm going to bet, Salma. And start to build a position and then if I'm served another age, meaning the company, you know, says it's goingto expand into California expand in India. Or, you know, introduced the new product, and the results show that those efforts are going really well. Then you bet more so again. For me. It's a little more incremental. And a little less. Ah, the light bulb went off. You know, plastics are you know we're all in on plastic ALS plastics without data, So I would say You know, Let's start with the facts. You know, Fidelity is just an unbelievable place to manage money. We've got a number, Lee will research team. We have experts and virtually every industry that matters. We have experts in virtually every region of the world that matters. We have experts in, you know all Disciplines in the market value growth. Small mid large all parts of the cap table, you know, investment grade high yields. Convertible's So let's stay with talking about fidelity a little bit. You mentioned some of the the murderer's row. The 28 Yankees lineup. You guys have you started it fidelity in 1986. But if my research is correct, it wasn't as a fund manager, right? You came in as an analyst. Yes, very An interesting footnote for your listeners. I applied for a summer job in 1985 and I was rejected. So Barry one must always persevere. And, you know, I think the decision was probably the right one. I was a bit immature and not as experience, but luckily I was accepted and for the full time A job. As an analyst in 1986, and I think it's important when you think of our companies. As investments employers to understand the culture of the company. And you know, I'm so grateful and lucky that Fidelity Wass and still is a research oriented, You know, active manager and all the great fund managers all started as analysts at Fidelity, You know, really does that include Peter Lynch? He started as an analyst. Oh, yes, Peter started as an analyst. So when you have that common experience in common language It's just so helpful Coming up. We continue our conversation with Will Dan.

Bloomberg analyst Barry Nisa Pellegrini Bloomberg Bloomberg Radio Fidelity Mark Mahoney Denise Pellegrini Fidelity Wass Peter Lynch New York RBC Capital Dan Susanna Palmer Yankees California
"mark mahoney" Discussed on WBAP 820AM

WBAP 820AM

02:02 min | 1 year ago

"mark mahoney" Discussed on WBAP 820AM

"About what kind of car to get word again what to do with your old car whether or not you should buy or lease you need to do prochaine Journ roads the car pro here every Saturday give me a few hours of straight talking honest answers about everything automotive then I can hook you up Neil and a wonderful experience that's for sure Saturday mornings nine to eleven with my trusty sidekick Kevin McCarthy right here on twenty eight W. B. A. P. Hey we're talking with mark Mahoney from the Shamrock coffee company and mark what is the best way to brew share brought coffee company coffee ground beans fresh in the morning use fresh filtered water instead of little nasty tap water which makes for a good clean Cup coffee tell me about your coffee subscriptions will coffee subscriptions will get you discounts free samples of all of our test rose and surprise specials that we offer monthly if you want to try some of the freshest and best tasting coffee around call eight one seven two eight five six thousand per visit share brought coffee co dot com news talk eight twenty eight of ninety nine point five FM HD two W. B. A. P. special report corona virus update he was death toll from the corona virus eclipsed Italy's to become the highest in the world and more than twenty thousand Chicago and other cities across the Midwest braced for a potential surgeon victims on our governor JB Pritzker says he knows this is a very stressful time we are living in a deeply unprecedented moment and holding the emotional ramifications of that inside will only be harder on you it's okay to feel and please know that you don't have to feel it all alone I want you to know that we're here to help the IRS sent out its first wave of coronavirus stimulus checks to Americans on Twitter the agency wrote late Saturday we know that many people are anxious to get their payments will continue issuing them as fast as we can sack.

"mark mahoney" Discussed on WBAP 820AM

WBAP 820AM

01:35 min | 1 year ago

"mark mahoney" Discussed on WBAP 820AM

"B. A. Hey we're talking with mark Mahoney from the Shamrock coffee company and mark what is the best way to brew share brought coffee company coffee grounds beans fresh in the morning use fresh filtered water instead of little nasty tap water which makes for a good clean Cup of coffee tell me about your coffee subscriptions will coffee subscriptions will get you discounts free samples of all of our test rose and surprise specials that we offer monthly if you want to try some of the freshest and best tasting coffee around call eight one seven two eight five six thousand or visit share brought coffee co dot com hi I am Karen owner of Lone Star transfer if you have found yourself stuck in a time share you're not alone let us help you our process to get you out is done legally ethically and quickly we have an excellent success rate and an a plus rating with the better business bureau let our family at Lone Star transfer give you peace of mind give us a call today for a no obligation consultation at nine seven two seven two two three one six six or online at Lone Star transfer dot com did you know that every dollar you put into a piece of real estate makes you money five different ways it's Chris krok okay here's one cash flow another money in your pocket each month equity capture the thousands of dollars you create when you have the right team and by the right property using the right map appreciation realestate doubles in value about every twenty years equity buildup renters pay down your mortgage each month and finally the tax advantage we pay almost no taxes on our cash flow and capital gains these are five ways we make money in real estate which is why real estate accounts for more millionaires.

"mark mahoney" Discussed on No Jumper

No Jumper

10:23 min | 2 years ago

"mark mahoney" Discussed on No Jumper

"Figured out how to Teasha graphics back then because you can make money with a t shirt graphic so you're actually making t-shirts or you're just doing the graphics for other people shirts or something I was ever rushing them by hand and I learned how to do camera ready pen and ink graphic while that could be put on Silkscreen yeah that kind of taught myself shipped by watching watching professionals. That's just so impressive to me so so few people think outside the box and like so if you people had that desire to just teach themselves things like are you the kind of person that just gets a crazy amount of satisfaction and from thinking of something your head that you don't know how to do and they're just tracking it down and figuring it out L. Fisher it's like taking a sixty a fifty nine and potter. That's a bucket. It looks like it's been on the bottom of the ocean and doing restoration on it in acid blasting soda blasting car ticket on the frame powder article frame of each nut bolt brand new is kind of how I would do with other projects in been able to build something I think you I know and like thinking of your own mind that were strikes me as like that been really the ideal mindset you would wanna have if you wanted to start to accelerate something will yeah and it helps helps to see some people do it that you know so I had a a member of my crew name risk and risk at a company called Third Rail it was the first time we have seen street wear right and this motherfucker through a tag in appliquee on the front of a Hoodie it had like a little embroidery on the wrist and a woven label we rely and the woven label said like fuck you on it or some shit like that and we were blown alone away man that first of all the home he did it second involve. He said Fuck you third of all this was some quality shit yeah it up to that point street fashion in. La Was a navy surplus stores so you would would go and you could buy car heart Ben Davis Dicky's in big sizes men's sizes at these these shops ups and they were mentally Swiss army knives bunch of Bullshit. You didn't want but they did have a car heart. In thick as raw denim jeans Levi's raw denim Adam and we got JC penney by white t shirts now is our fashion right and growing up in southern California. You don't have to have layers of jackets and all that she again one jack but see seeing your friend be able to do that like when you're at that stage in your life even having accustomed tee-shirt seems pretty cool. Nowadays everybody sort of understands that it's easy to make a t-shirt but seeing custom branded stuff like that must have made you really just be like holy. Fuck we can make our own shit that is this high quality yet in because because I've seen my friend Dylan so he died. No He's a knucklehead I know I could do it. Gave me the motivation to attempt it myself you know how far with the art side of things do you feel are so you when you realize that you could sort of take your art to the next level through hip hop bye. What was that like? How did you decide to actually actually find a way to interject yourself into that scene? Who are the artists that you are a mess with early on? Will you know my first introduction of course was this indicated. Why in those this is I would hear radio advertisements for Uncle Jam's Army this week in Oakland jams army at the road at the the skating rink? There will be these crazy commercials that would be like Egyptian. Lover is going to be performing hype you up and so I was like man. How how could I be a part do that? Shit you know and I'm seeing eazy E at a car wash in L. A. And I got all fucking shook my God. There's easy easy fucking height so well here. We talk on you Madam. This is nineteen ninety okay and he's he's chilling. With of course he's got two giant Samoan twins with them and I walked out. Tom And I gave him a business card and I was up easy. My Name's was tune in I I do murals logos and Blah Blah Blah. I gave my all right mega meet you shook my hand and check the move never heard from found not that he lived in Norwalk route at I lived at a time and they go easy lives down the block. Little crazy got out my car. I had a mural in the hood knocked on his door. The samoans answer the door was up was easier who you man and I was an artist man in China talk my way out easy came out out looked at my car. I gave them my little to second pitch. You sit com on Monday and after that did the penthouse players album cover MC mm sea rans first album cover and above the law while so that was it was pretty crazy but I was having to walk in and deal with an art department and and prior to that I started doing graffiti on TV shows my my sister. You know your family gets you a job. She goes. You're not gonNA believe this. They want you go to paramount studios and just write all over the walls and they're going to pay my mom did it on the typewriter that my ole man's all briefcase to most paint cans ends and shit and I had never seen a craft service table. You know what I mean. I was like Oh free food. There's a moment in your life where seeing the bags tags ships in the free sodas and shit illegal affect a lot yeah. You'd like. They're calling me Sir and I'm in Hollywood right now. You know what I mean by home didn't even know how to get Hollywood. we live like twenty miles from there right but long story short short I just kind of had the confidence to go in there and do that shit and I was like let me get this straight. Just write my name on that wallet. My homeboys names are the yeah just half Sean Man. Fuck it up and my homeboys didn't think he was even a real job right that I had like a scam going. You know that you're getting paid for writing are names that you do that. Ship for freedom must seem so confusing them because to a regular guy like that he doesn't really understand that the reason why you are in that position and why you deserve to be in that a position is because of the fact that you networked your ass off and got into that position found your way into that spot. They had no tough somebody to understand that when they don't really they're like we're all doing graffiti yeah well I bring with me and they start stealing food off the craft service table and they'd be like excuse me Sir you can have it ah let's shoving a bag of Lay's and then they start pumpkin the PA once they figure it out on my get over that everyone's kind of soft. I realized realized I couldn't bring them back to you. Don't bring your home place to work. I guess is the moral that story so weird lesson Molina manigault right her hit up the bathroom and Shit Shaw. That's too funny hit on the intern girls and Shit Yeah Damn but so were you at the time doing all the hour for the different people people that you fought with genuinely on a musical level did that also kind of start to make you feel like I wanna do something bigger than this because you sorta turn to the Tattoo and stuff soon after was there a level to which you were sort of just not really a hundred percent content with doing the album art and that's for sure like anytime I get good at something thing. I'm ready to move onto the next so I'd already kind of a conquered some of that stuff and seeing how the flow and seeing the how hard that music business is that chase a check and people are full shit in this started to learn that also at the same time I started getting tattoo hanging out in tattoo shops smell the green soap and fucker getting sleeve down in there. You know what I mean. What was a touch a world like at in this year early? Nineties was starting to really emerge into his own thing. Is that the air that you got most of your sleeves not yet yeah deafening had on my these tattoos in the ninety s because the the game you know we we think about having changed so much. I'm just curious what stage it was really added that point before Tattoo and really gone mainstream but it's ten years or so before I went mainstream mainstream so it's still probably had a little bit of that seeping through show it was not jewelry for now an NBA player gets a contract. He's GonNa hit the jewelry spot. He's GonNa get his ride and he's going to get because the tattoos they realize is the the UH dedication to the culture. You know what I'm saying. It's it's commitment. it's finest so but back then it was more more there wasn't a lot of brothers getting tattoo. You know the Mexicans had full sleeves homeys but a lot of them were done by single needle don't by doing time so if you had sleeves they would ask you where you do your time at this was the emergence of regular guys working guys getting sleeves and a lot of them worked in the business in Hollywood and Ed Hardy was probably the biggest star amongst us by Mark Mahoney. It was a big star Jack Rudy Baby Ray Bob Roberts these were names that you would hear Koyo Tei Freddie Incredi- These guys were famous way before the Internet right and we're notorious no Bob Roberts. One time told me that he's I I asked him if he would tattoo my head. Let me say yeah but only if you let me do the entire thing from the front of your hair line all the way back the whole top piece and I was a little bit too timid to get it all outlined day I didn't do it. That's how I should go back to have a Bob Roberts headpieces classic one but those those are the guys we looked up to bikers you know Freddie was probably the only Chicano in there but Jack Rudy. I grew up in Mexican neighborhood and true like army. You know so we were in there but now if you look on instagram you know chicanos Mexican Americans were pretty much deepest in that shit and the.

Hollywood Shit Shaw Jack Rudy Bob Roberts Ben Davis Dicky Freddie Incredi Third Rail potter appliquee Norwalk paramount studios Sean Man California Levi Oakland jams army Dylan Mark Mahoney Ed Hardy China
"mark mahoney" Discussed on No Jumper

No Jumper

02:22 min | 2 years ago

"mark mahoney" Discussed on No Jumper

"Yeah. Right. I had a lot of girls. Still talk to the mall. Now if lowest sex worker, totem pole. It's the best one as, as the best, most family friendly. Look at this get the hottest. I, I actually had looked at that and didn't think about how crazy that during this. It was the only real job. I had since college. Chang, w that's pretty cool. All poor baby. Is that shoutout waldwick to Elvis? No, that's Frank Sinatra. Okay. Go work here on. That's pretty today and sounds onset of the Shamron, right? Fuck with a shamrock. So he does Johnny Depp, riana fucking to pock biggie. He's everybody. So listen to this plug, I get Leonard Skinner. All right. The, the remnants of the ban now and the new lead singer is younger brother, Johnny van Robbins, it you know what I'm saying? So Ricky Medlock is the league ATar is now he was the drummer back in the seventies believe, but Ricky's you dress leave. Right. So Leonard Skinner Ricky Medlock is a huge fan Amman I get in touch with Ricky. He gets in touch with me. Ricky men, lock the fucking guitars for Leonard Skinner, I go to on stage with Ricky. They're playing free bird looking back at me like, yeah I'm out with my homey, like all these, bro. I can't even believe it took about four as this, and I'm like this nuts. Right. Well, Ricky is like you gotta meet this Ted to artist Mark Mahoney, if you move to L A, and you don't get worked for Mark Mony. I'd be mad at you. So Mark only does referral appointments so fucking lettering. Skittered got me in the chair with Mark Mahoney, when you get well, Honey, would he do portrait work? Something Chris, so Frank Sinatra. I know he ain't gonna fuck it up, right? That's Vessel can. yeah. I should go to him to get some portrait work done. I'm never any, he's the man. But more importantly, you gotta look them up. He's a rat Packer. Yeah. So he's in the music a lot of del Rey. She's that old guy. You know, he just this looking cat you up. So definitely. He's got five lays up, okay, walks in takes the Vestal. Right. Dave takes takes the coat off. Takes the jacket off takes the vest off takes the.

Leonard Skinner Ricky Medlock Frank Sinatra Leonard Skinner Ricky Medlock Mark Mahoney Ricky men Johnny Depp Johnny van Robbins Vestal Mark Mony Mark Chang Elvis Dave del Rey ATar Chris Skittered Ted
"mark mahoney" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

03:40 min | 2 years ago

"mark mahoney" Discussed on Bloomberg Radio New York

"To rally on Monday with shares closing at its highest level since mid August that is in part due to picking up another by recommendation from RDC capital just last week snapping ounce, suite of new products and services, including a video game business. The stock now has sick bought six by recommendations Twenty-three holes and nine cells still with us, Mark Mahoney of RBC capital. So what makes you so optimistic about snap? Will this actually does remain? Maybe the most controversial name in large cap internet. You know, there's no consensus by those ratings that you just mentioned that skew is dramatically more bearish than you would find for name name any stock. You want more Berson Twitter, obviously more than Facebook. So I thought that was interesting, and what we've what we think is happening is at least two things three things the popularity of this asset. Stocks extremely volatile the popularity of this asset hasn't changed. If you look at the most downloaded apps around the world and multiple markets. Snap is one of the top five. Most downloaded apps and multiple markets. And then it hasn't changed. Second thing is they've had they've had an Android problem. This is a this is an app that requires full integration with the actual device itself. Because when you open up snap. You don't open up the app you open up your camera. And so it has to be well ingrained into the device that wasn't the case. It took them two years to get this. Right. If possible that they finally got it right in which case, you could see a real nice acceleration via you go in the third reason that we like stock and we're stepping in here. I know the stocks up one hundred percent today, it's off seventy percents of subtype peo- price. It's eighty five percent since its all time high. So this. They're still sentiment here is very negative. But the third thing is the announcement of these games. And I think that bringing gamification of snap can boost engagement two levels. We have not seen before on my terminal here, and you can see the rise since December. But you also think user growth could reaccelerate. So with the story of two thousand eighteen was user growth stagnated. They had no growth in a. News from the Semper of two thousand seventeen to December of two thousand eighteen so we've gone x growth in terms of users. That's why the stock corrected as much as it did two years in a row. This was the worst performing large cap internet's dot for two years in a row now if they truly have fixed their Android problem, you're going to open up a much broader range of users. You see start seeing a you growth return, you'll see revenue growth accelerate the secrets margins. Accelerate losses will come down stock will go what about the Kylie Jenner effect and the day that she tweeted does anyone still use snap anymore? Sad. As in doubt. It's still cool. One hundred eighty five million daily average users got something like a seventy percent. More daily average users in the US than Twitter does and it's a utility. It's not us status is a service service. It's not it's a tool that people use to communicate first and foremost to communicate with each other. So if you're a communications tool that means you are necessary for people who are on. On the platform. Now the question is can you can you brought the demographic appeal of snap. Make it more useful for people who are over the age of seventeen. Make the site. More intuitive. You need increase the functionality of the site. More media, more entertainment, more games, check. They just did that why are you so excited about the gaming aspect here? I think we're seeing a broad trend from gaming leaving away from sophisticated. Maybe clunky council devices and coming right into apps right into the internet user interface. That's what Google is doing with stadia. I think that's what's naps doing here. And we spend a lot of time playing with the games last week. It was fun. And it looks like these were natural activities that people who are on staff would want to do.

Twitter RDC capital Mark Mahoney RBC capital Kylie Jenner Facebook US Google two years eighty five percent one hundred percent seventy percent
"mark mahoney" Discussed on Mysterious Universe

Mysterious Universe

03:30 min | 3 years ago

"mark mahoney" Discussed on Mysterious Universe

"A mysterious. Universal org are already know a bunch of mysterious universe fans agai, Jeremy. So with sending. To support you. And of course, the preorder is available now as well. So you can preorder the film on options and female, Jeremy d get the bonus content on both platforms. Do I'm gonna say something just because it came to mind you're saying mysterious universe gonna come mob. The downtown premier the first person comes up to me and says mysterious universe. They're going to get a free autograph poster by Lazar because that's it. You're sending people. I'm I'm giving the first process that to me a reward. That's very generous. I hope you've got ten thousand posters to give away. The I I said the first. Yeah. I'm gonna break. Bob Lazar hand by getting I told him look, man. There is no option. We are printing posters, and you need to sign them or I will be killed. Liberally? Mommy. It's like the number one people, you know, thing that people are asking for but. Yeah. So listen when you buy one of my films, it's like an hour and a half, and it's amazing. And there you go boom. You get this information. But you're going to have your head is going to be spinning. So I have allocated over two hours of bonus. Material did if you buy on video or on itunes, then you automatically get that bonus material. However, the film will be on all pay per view platform. So you can get it on Amazon XBox? Voodoo anything awesome. Yeah. I think it's really worth getting that bonus footage because of course, you've got a film to make. So you got you have important cutting decisions to make I want to get all that stuff that didn't make that theatrical cut. But you know. Kohl fans want to find out what's in that. So I it's funny. You sent me the screen, and you know, I was blown away actually was the trailer. He sent me the first trailer got released, and I remember e mailing you offer Woodson going. She that's weird. The all Naroda. He's really good. He sounds like Mickey Rourke he's going to really similar voice. And he just kinda tongue-in-cheek replied and said, yeah, that's funny. It's kinda sounds like him. And it turns out it's actually Mickey Rourke. How? Did you get Mickey Rourke to narrate a UFO themed film? Right. Right. So he's an Oscar nominated actor Mickey Rourke, you know, he, you know, is he has a powerful name. But most importantly, he has a very powerful voice. He was the voice that I heard and I felt I wrote this script for him. There was something about his voice that just kind of was screaming at me. And let me tell you for one hundred ways from Sunday. I almost didn't get Mickey work. You know, how hard that is not just because of who he is. But also how he is. I mean, look man who was pretty magical first time I've known Mickey for a little while. Now, you know first time I met Mickey he was trying to stab me in the ribs with a stiletto knife and a tattoo shop, Mark Mahoney's shamrock social club at Sunset Boulevard. Right. Why why what happens? I have a charming personality. You know, I think not sure, but we were I was filming him getting a tattoo at the shamrock social club. And. A film on my my buddy, Mark Mahoney there, and we were talking and I asked him to share a UFO story with me. And in fact, he did he had one. So that was kind of my first interaction. The host stabbing thing. I don't know maybe a pissed them off. But it was kind of funny at the time..

Mickey Rourke Bob Lazar Mark Mahoney shamrock social club Jeremy d Naroda Amazon Woodson Sunset Boulevard Oscar Lazar two hours
"mark mahoney" Discussed on SXM19

SXM19

01:30 min | 5 years ago

"mark mahoney" Discussed on SXM19

"Six ninety eight three six to say haven't you can also email us at doc's at sirius xm dot com and before i get to might very first special guest let me tell you what's coming up later on in the show in our second segment oregon have open phones which means you can call me with your questions in concerns about issue some mental health made which a bit on the front pages in which we're going to talk about today so remember that the second segment as open phones and then off and our final hour as everybody prepares to get ready to go back to school we're going to be talking about the latest research in eighty hc that could tension deficit had right to be disorder my guess will be doctor mark mahoney's p h he is a narrow psychologist can director of the department of you're a sec college ian kennedy krieger institute and co director of the center for innovation and leadership in special education he is also professor succumb adrian behavioral science at the johns hopkins university school of medicine and he's got a lot of research in this area so that should be a very very interesting segment and of course our first topic it's going to be really really important on the minds have lots of people september is suicide prevention month very very important month and i'm delighted that we're going to be talking specifically now bats who cy prevention and new research from the cbc and department of veterans of players i'm delighted to have with my.

oregon mark mahoney ian kennedy krieger institute director cbc professor johns hopkins university schoo