The Razor’s Edge
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The Razor's Edge #14: Snap's Crackling Earnings Pop and The Internet Advertising Space
1 hour 38 minutes
Posted Apr 29, 2020 at 8:00 am.
minute mark: Setting the scene
: Attention Costs
: The Hollywood effect
: Snap's international growth
: The filter issue
: Relative valuation
: Amazon's perfect storm
: Other advertisers' prospects
: The demographic questions
: Stimulus effects
: Shifting spending
: Differing audiences
: Twitter digression
: How to interpret this earnings season
: The Tiktok threat
: Recovery risks
: Second level effects
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1:38:48
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We break down Snap's upside earnings report and what it means for the internet advertising space, coronavirus plays, the effects of stimulus, and a lot more.
Topics Covered
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The Razor's Edge #13: Zoom And The Harsh Spotlight
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Value Investor's Edge Live #18: On The Water In The Tanker Markets With Frontline's CEO
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