GBA Presents: RADIO SAVANT-!

New Apple watch tomm- I don't think anyone cares.

This is very interesting-

Apple (NASDAQ:AAPL) has seen a "significant boost" in its advertising business following the release of its App Tracking Transparency initiatives, according to a newly released report from Appsumer.

The report, which looked at the online advertising spend of morethan 100 different consumer app companies from North America and Europe, found that adoption of Apple's (AAPL) search ads has grown nearly four percentage points to 94.8%.

Conversely, adoption of Meta Platforms' (NASDAQ:META) Facebook fell 3 percentage points to 82.8%. Adoption for Google (NASDAQ:GOOG) (GOOGL) also declined two points to 94.8%.

In addition, Appsumer found that Apple (AAPL) search ads now have 15% of wallet share, up five percentage points, thanks to first-party data advantage on iOS for both measurement and targeting. Conversely, Meta's (META) wallet share declined four percentage points to 28% share. The report noted, however, that there was an increase in early 2022, which suggests the company is "starting to recover" from the ATT-inspired headwinds it has faced.

On the other hand, Snap (NYSE:SNAP) lost 50% of its wallet share to come in at 2% and adoption fell three percentage points to 32.7%. Appsumer added that Snap (SNAP) may recover its wallet share as adoption growth continues to rise.

TikTok, owned by China's ByteDance (BDNCE), saw an advertiser adoption decline of nearly seven percentage points to 43.2%, though their wallet share remained steady at 3%.

“There is a clear divide between the success of larger advertisers and the struggle of smaller advertisers,” Shumel Lais, General Manager of Appsumer by InMobi, said in a statement.

The report comes as Apple (AAPL) is reportedly looking to expand its advertising workforce.

Citing data from LinkedIn, the Financial Times reported that Apple (AAPL) has roughly 250 people in its ad platforms division and is looking to hire more than 200 people for open positions.

Last month, it was reported that Apple (AAPL) was looking to boost its revenue from advertising to "double digits," up from the roughly $4B it generates per year.

Apple (AAPL) may start bringing advertising to Apple Maps, Apple TV+, Apple Books and more. Currently, the tech giant incorporates advertising into its News app, Stocks app and its App Store.

It also has advertising in its Apple TV+ app for its Friday Night Baseball deal.

Cupertino, California-based Apple (AAPL) is set to host a product event tomorrow, where the tech giant is widely expected to announce new product lines for its iPhone, Apple Watch and AirPods.
 
--Core Scientific initiated with a Buy at H.C. Wainwright 06:07 CORZ H.C. Wainwright analyst Kevin Dede initiated coverage of Core Scientific with a Buy rating and $5 price target. The analyst says Core is one of the largest and best run mega-miners of bitcoin. He's "intrigued" by Core's mining scale, ability to manage sourcing, logistics, deployment, and management of miners.

--New York City REIT advisor, affiliates make $2.5M share purchase 06:06 NYC

--Amryt Pharma assumed with a Buy at Canaccord 07:21 AMYT Canaccord analyst Edward Nash assumed coverage of Amryt Pharma with a Buy rating and $19 price target. Since being founded in 2015, Amryt has acquired and commercialized four products for rare diseases, notes Nash, who says the company's strength is "identifying and acquiring underperforming products and turning them around to growth," as it has done several times. Positive study results in late 2022 and 2023 for Amryt's first two commercial products - metreleptin and lomitapide - could present "substantial upside to current revenues," Nash tells investors.
 
--New York City REIT announces new 20,000 square foot lease 08/25 NYC New York City REIT announced that it has executed a new lease with an existing subtenant to retain and expand their current office space at 1140 Avenue of the Americas in NYC's pure-play New York City portfolio. The lease with Edgewood Partners Insurance Center expands their presence at 1140 Avenue of the Americas and features 10.5 years of lease term.

 
BUY- I'll give the Go Time-

0.40 (13.51%)<--- DIVIDEND!

GBA BOTTOM CALL-->New York City REIT, Inc. (NYC)
NYSE - NYSE Delayed Price.
3.4300+0.2700(+8.54%)
At close: September 2 04:00PM EDT
3.7200+0.29(+8.45%) <---------------------
Pre-Market:06:10AM EDT
 
WATCH-> IRWD. Not trusting the move... but want to... ayyyyyyyy.
Oct 2019 purchase @ $10 :mad:


Ironwood Pharmaceuticals, Inc. (IRWD)
NasdaqGS - NasdaqGS Real Time Price.
10.88+0.05(+0.46%)
At close: September 2 04:00PM EDT
11.55+0.67(+6.16%)<------------------
Pre-Market:08:05AM EDT
 
Founded as a tech start-up a little over a decade ago, the file sharing, cloud storage, and workplace management software platform has become increasingly popular for individuals and small businesses to use to manage their day-to-day storage needs.

Since the company runs a subscription business, the most important top-line metrics to track are paying users and average revenue per paying user (ARPPU). Over the last few years, Dropbox has steadily grown both numbers. In the second quarter, Dropbox had 17.37 million paying users and an ARPPU of $133.34. In the same period in 2018, the company had only 11.9 million paying users and an ARPPU of $116.66. Clearly, Dropbox is seeing a nice tailwind of adoption as people find value in paying for its premium products.

This steady growth in paying users has led to Dropbox becoming increasingly profitable. In 2022, management expects the company to generate $760 million to $790 million in free cash flow. Compared to a market cap of $7.75 billion, that gives Dropbox stock a forward price-to-free cash flow (P/FCF) of approximately 10 if it can hit this forward guidance. For a business that has shown steady growth over the last few years, this P/FCF seems much too low.
 
stonedinvestor said:
GM/GM

Our first letter in a while!

Dear GBA you are incredible. Last week I took your advice on the S&P and I made $8,000 dollars! :wtf: I have never made so much in my life! I then did a earnings play on your Pure Storage and netted $2 after hours! And this is after I daytraded your CELH gummy for $8 AND a second gummy of GNRC for $10.

Do you realize in one week what you did! And in a falling market. i have never been so impressed and never made so much dough. Keep it up!

All I can say is Phew! Now I am in Sentnial 1 and lets do this!

signed George from Ct.
More...
:D
STONEY!!!!

What is it about the phrase "effective immediately" that makes one suspect of things...?

HQY:

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On September 1, 2022, the board of directors (the “Board”) of HealthEquity, Inc. (the “Company”) announced the appointment of Paul Black as a member of the Board, effective immediately. In connection with Mr. Black’s appointment to the Board, the Board expanded the size of the Board to 12 members from its current 11 members. Mr. Black will serve on the Audit and Risk Committee and Talent, Compensation and Culture Committee of the Board.


>>>>>Mr. Black will serve on the Audit and Risk Committee and Talent, Compensation and Culture Committee of the Board.

What did they do wrong? :cool:
 
stonedinvestor said:
Scorpio is adding ships which I like.-

Scorpio Tankers generated its largest quarterly profit in the company's history. The quality of the company as an investment continues to improve.

And we are positioned to create shareholders' value in what we believe will be a multiyear cycle. We also believe consistent with our actions that the best way to do this is first through improving our balance sheet. In the first half of this year, we reduced our outstanding debt by $511 million. And in addition, our pro forma cash balance has increased by $360 million to $591 million through July.

As we start the second half of the year, the company has declared repurchase options on six MRs under sale-leaseback arrangements for $95 million. With this and scheduled amortization, we will reduce our debt by almost $700 million in the first nine months of the year. That accounts for a 22% reduction in overall indebtedness. This debt reduction, combined with rising asset values leads to a material improvement in the company's loan-to-value as well as net asset value.

The third quarter earnings have started strongly. We have booked 44% of the days in the third quarter at a rate close to $45,000 a day. If we were to average $10,000 less, so $35,000 a day for the entire third quarter, the company pro forma liquidity would be close to $700 million at the end of Q3. Our customers expect the current market conditions to be sustained as evidenced by the increase in time charter rates, duration, and activity, and we agree with our customers.//

The winner is STNG.
More...




Back in the day we were going through STNG vs the other ones. I bought STNG.

STNG was $38 so it has not gotten entirely away!

Scorpio Tankers Inc. (STNG)
NYSE - NYSE Delayed Price. Currency in USD
Add to watchlist
Visitors trend2W10W9M
42.77+1.61(+3.91%)
At close: September 2 04:00PM EDT
44.10+1.33(+3.11%)<-------------
Pre-Market:08:10AM EDT
 
Scorpio Tankersis engaged in the seaborne transportation of refined petroleum products via the global shipping markets. Efforts to upgrade its fleet are commendable. Uptick in voyage revenues with the rise in passengers augurs well for this shipping stock, sporting a Zacks Rank of 1 at present.

STNG’s shares have soared 156.6% in a year’s time. Over the past 60 days, the Zacks Consensus Estimate for 2022 earnings has moved 92.6% north.<------:wtf:

Price and Consensus: STNG
e7ed9270c9eadadc9706ce8af985b983
 
vanzandt said:
:D
STONEY!!!!

What is it about the phrase "effective immediately" that makes one suspect of things...?

HQY:

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On September 1, 2022, the board of directors (the “Board”) of HealthEquity, Inc. (the “Company”) announced the appointment of Paul Black as a member of the Board, effective immediately. In connection with Mr. Black’s appointment to the Board, the Board expanded the size of the Board to 12 members from its current 11 members. Mr. Black will serve on the Audit and Risk Committee and Talent, Compensation and Culture Committee of the Board.


>>>>>Mr. Black will serve on the Audit and Risk Committee and Talent, Compensation and Culture Committee of the Board.

What did they do wrong? :cool:
More...



The last thing the BBBY CFO said before jumping was " effective immediately "
 
Last edited:
You must log in or register to reply here.
Back
Top