SNAP

vanzandt said:
I say this half tongue in in cheek and half serious... But I think the whole thing was designed and underwritten from the ground up to be the ultimate short squeeze ATM/game. One for the history books. It will be studied 25 years from now. There's no way it couldn't have been. No one in their right friggin mind would pay an enterprise value of 27 Billion dollars for an ad based business model that is losing north of $8 per share per year.
With 2/3's of the shares outstanding not even in the public float. Pfff.... the higher it goes..... the more common people are going to get F'd in the end. You can take that to the bank. Watch it gap up in the near future.... but in the end... this bitch will see single digits.
You can mark the post.
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Havent checked in a while as i have no desire to be long, and the short was too expensive, but at one point i think IB, or might have been another one of my brokers was paying like 90% just to hold the shares, so they could loan them out at an astronomical rate., that should tell you all you need to know about which way its going.
 
I just spend over an hour and a half the other night going through snapchat with a few teens whose parents are friends of mine because I really wanted to see what I was missing. I could go into a bunch of details, but the bottom line is that the reason why the snapchat app functionality seems so counterintuitive and weird is because it's designed that way intentionally. And more specifically, it's designed that way because the whole premise of the app is to keep everything they are doing out of the prying eyes of parents. That's it. That's why teens love it. They can send chat messages, pictures, and videos to whoever they want and NEVER have to worry about getting busted for it. That's why the teens I spoke with said they never exchange phone numbers with other teens. They only exchange snapchat usernames. Because like one teen told me, "Giving someone your phone number is way too personal and dangerous. We never do that. With Snapchat, you never have to worry about who sees what because you control who sees what and for how long (in terms of number of seconds).

So yeah, Snap has a platform that attracts today's young generation but the basis of the whole thing is not what I consider to be true user engagement with lasting value. Snap just recently posted a press release that they are now going to let users have the option of keeping content posted via the snapchat app alive forever. But from what I witnessed happening on the app with my own eyes, teens will never do that because it defeats the whole purpose of Snapchat. If teens want to post pics and videos that stay alive forever, they will just do it via Instagram and Facebook just like they've always done. Sorry, Snap as a company is a FAIL over the long term in my opinion, and will burn through cash and go down the exact same path as Twitter.
 
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Baron said:
I just spend over an hour and a half the other night going through snapchat with a few teens whose parents are friends of mine because I really wanted to see what I was missing. I could go into a bunch of details, but the bottom line is that the reason why the snapchat app functionality seems so counterintuitive and weird is because it's designed that way intentionally. And more specifically, it's designed that way because the whole premise of the app is to keep everything they are doing out of the prying eyes of parents. That's it. That's why teens love it. They can send chat messages, pictures, and videos to whoever they want and NEVER have to worry about getting busted for it. That's why the teens I spoke with said they never exchange phone numbers with other teens. They only exchange snapchat usernames. Because like one teen told me, "Giving someone your phone number is way too personal and dangerous. We never do that. With Snapchat, you never have to worry about who sees what because you control who sees what and for how long (in terms of number of seconds).

So yeah, Snap has a platform that attracts today's young generation but the basis of the whole thing is not what I consider to be true user engagement with lasting value. Snap just recently posted a press release that they are now going to let users have the option of keeping content posted via the snapchat app alive forever. But from what I witnessed happening on the app with my own eyes, teens will never do that because it defeats the whole purpose of Snapchat. If teens want to post pics and videos that stay alive forever, they will just do it via Instagram and Facebook just like they've always done. Sorry, Snap as a company is a FAIL over the long term in my opinion, and will burn through cash and go down the exact same path as Twitter.
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Yeah their market relies on teens, and people sending dick picks, cant see how facebook or twitter couldnt just wipe them out with the stroke of a pen by changing their privacy settings.

Tough choice as an advertiser on snapchat, do you advertise to teens with no money, or pervs sending dick picks, trenchcoat advertisments would probably work well :D
 
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Baron said:
I just spend over an hour and a half the other night going through snapchat with a few teens whose parents are friends of mine because I really wanted to see what I was missing. I could go into a bunch of details, but the bottom line is that the reason why the snapchat app functionality seems so counterintuitive and weird is because it's designed that way intentionally. And more specifically, it's designed that way because the whole premise of the app is to keep everything they are doing out of the prying eyes of parents. That's it. That's why teens love it. They can send chat messages, pictures, and videos to whoever they want and NEVER have to worry about getting busted for it. That's why the teens I spoke with said they never exchange phone numbers with other teens. They only exchange snapchat usernames. Because like one teen told me, "Giving someone your phone number is way too personal and dangerous. We never do that. With Snapchat, you never have to worry about who sees what because you control who sees what and for how long (in terms of number of seconds).

So yeah, Snap has a platform that attracts today's young generation but the basis of the whole thing is not what I consider to be true user engagement with lasting value. Snap just recently posted a press release that they are now going to let users have the option of keeping content posted via the snapchat app alive forever. But from what I witnessed happening on the app with my own eyes, teens will never do that because it defeats the whole purpose of Snapchat. If teens want to post pics and videos that stay alive forever, they will just do it via Instagram and Facebook just like they've always done. Sorry, Snap as a company is a FAIL over the long term in my opinion, and will burn through cash and go down the exact same path as Twitter.
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Long live Peter Lynch. ;)
 
Max E. Pad said:
Yeah their market relies on teens, and people sending dick picks, cant see how facebook or twitter couldnt just wipe them out with the stroke of a pen by changing their privacy settings.
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...suddenly, long SNAP looks like a good investment.
 
This will be a LT winner. You don't come across a company with 100+m customers that easy. Wait for an entry Long. Cell phones are future.
 
Baron said:
I just spend over an hour and a half the other night going through snapchat with a few teens whose parents are friends of mine because I really wanted to see what I was missing. I could go into a bunch of details, but the bottom line is that the reason why the snapchat app functionality seems so counterintuitive and weird is because it's designed that way intentionally. And more specifically, it's designed that way because the whole premise of the app is to keep everything they are doing out of the prying eyes of parents. That's it. That's why teens love it. They can send chat messages, pictures, and videos to whoever they want and NEVER have to worry about getting busted for it. That's why the teens I spoke with said they never exchange phone numbers with other teens. They only exchange snapchat usernames. Because like one teen told me, "Giving someone your phone number is way too personal and dangerous. We never do that. With Snapchat, you never have to worry about who sees what because you control who sees what and for how long (in terms of number of seconds).

So yeah, Snap has a platform that attracts today's young generation but the basis of the whole thing is not what I consider to be true user engagement with lasting value. Snap just recently posted a press release that they are now going to let users have the option of keeping content posted via the snapchat app alive forever. But from what I witnessed happening on the app with my own eyes, teens will never do that because it defeats the whole purpose of Snapchat. If teens want to post pics and videos that stay alive forever, they will just do it via Instagram and Facebook just like they've always done. Sorry, Snap as a company is a FAIL over the long term in my opinion, and will burn through cash and go down the exact same path as Twitter.
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Well, they have to contend w/this:
http://www.imore.com/mission-impossible-how-screenshot-snapchat-without-being-detected
 
Baron said:
It's hard to make money selling ads against content that disappears in 10 seconds. Think about it.
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Is there a tool available that allows the IT industry to measure how many people that access their site are using popup blockers and AD blockers?

Because I think a large percentage of advertising revenue is lost or poorly spent because merchants are told their ads will be seen on X webpages and then 1/3 of those pages block the ads?
 
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