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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (60608)	3/27/2018 11:39:48 PM
From: Spekulatius	1 Recommendation Recommended By Jurgis Bekepuris Respond to of 78748

Interesting article on brands in the future when voice search becomes dominant. This implies that the ecosystems like Amazon (via Alexa) or Sirius or Googles Voice May impact purchase decisions more than brands and in fact it might become a winner takes all, or the ecosystem itself become the brand. Death of brands Speaks family is getting sucked more and more into the Amazon ecosystem,, we use Prime, Listen to Amazon music on my phone or via Alexa at home, use video and I picked up some stuff in a Whole Food locker since I am away from home due to a new job most of the time. Amazon makes it so convenient and all engrossing to use them, that we probably can’t escape. Same is true for Google to some extend or for some people Facebook (for socializing). The ecosystem becomes the brand basically,

To: Spekulatius who wrote (60608)	4/4/2018 7:42:25 PM
From: Graham Osborn	Read Replies (2) \| Respond to of 78748

The hardest nut for me to crack is Facebook's sustainable profit margins, which is key for any annuity-type media play. 40% is crazy high even for digital ads, and I just have a hard time imagining Zuck not continuing to make defensive acquisitions of other social networks and other random toys (so far this policy has worked well in the aggregate). But if you think the profit margins long-term are more like the 20%, you're looking at a different range of value. For me that came out to around $60/ sh, but hey - I'm a pessimist. You would expect that to increase at whatever the growth rate is.