Social Media Watch List

Social media portfolios includes these companies:

  • Facebook (lots of hype around this company… with massive investments in AI and VR, this company is definitely #4IR, but everyone already knows that. Waiting for a big pull back before I invest)
  • Twitter (people hate Twitter, but fail to realize that if they use Google, they’re using Twitter. Twitter IS the news. EVERYONE gets their news from twitter, at least via derivative. LONG Twitter)
  • SnapChat (as of this writing, the first $SNAP shares traded yesterday. With no votes or control over executive compensation, I still say the IPO doesn’t look like a good deal for investors. BUT, investors would argue otherwise with the shares IPO’d at $17, first shares trading at around $22, and company shares exploding in value. Time will tell…)

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