Financial Performance - Netflix is expected to see mid-teens revenue growth [5] - Netflix is expecting 30% earnings growth this year [5] - Elevated earnings growth is expected to continue over the next few years [6] Advertising Strategy & Monetization - Netflix has significant room to grow in monetizing engagement [2] - Advertising growth is a key area of focus for understanding future growth [3] - Netflix's early stage advertising monetization allows revenue to flow to the bottom line [5] - Building in-house technology and partnering with third-party platforms like The Trade Desk allows for different ways to monetize inventory [8] - Netflix is in the early stages of advertising monetization compared to other streamers [8] Strategic Initiatives & Competitive Landscape - Netflix is leaning into advantages of the traditional ecosystem, like sporting events [10] - Disrupting traditional ecosystems with events like sports puts pressure on competitors [10]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, AMZN either through stock ownership, options, or other derivatives. I wrote this article ...

Company Restructuring and Strategy - Yahoo underwent a significant restructuring after spinning out of Verizon in September 2021, including re-establishing the company, restructuring operations, bringing in a new team, and redoing the revenue model [2] - Yahoo refocused on its original mission as a trusted guide to the internet, leveraging its history dating back to 1995 [6] - Yahoo's monetization strategy shifted to directly selling premium ads and re-establishing a salesforce, while also moving into subscription and leaning back into search [3] - Yahoo is partnering with almost every LLM and has launched AI products across its various platforms, including Yahoo Mail, Fantasy Sports, Finance, and News [25] M&A Activities - Yahoo sold assets like TechCrunch and Rivals, focusing on its news aggregator app [8] - Yahoo acquired Artifact, a news app founded by Instagram founders, to enhance its news aggregation capabilities [7][8] - Yahoo is open to M&A for adding verticals but hasn't found the right deal, particularly after considering frothy prices post-COVID [31][32] Competitive Landscape and Market Position - Yahoo competes with various companies in different verticals, leveraging its multiple properties [13] - Yahoo is still a top-five traffic property in the US and globally, even among Gen Z [12] - Yahoo emphasizes its first-party relationship with users, with 75% of impressions from logged-in users, leading to better conversion rates for advertisers [20] Advertising Market and Performance - Yahoo is seeing growth despite market challenges, attributing it to its turnaround and rebuilding efforts [17] - Yahoo's ad sales strategy includes direct sales and leveraging its DSP, competing with Trade Desk, Google DB3, and Amazon [14][15] - Yahoo announced a partnership with Netflix to add Netflix CTV inventory to its DSP [14][15] Future Plans - Yahoo is considering going public again, but is taking its time to improve valuation [33][36] - Yahoo believes AI will significantly change its products and is focused on being pro-publisher in the AI search framework [28][29]

KOL Activities & Monetization - KOL criticized small InfoFi accounts [2] - KOL allegedly engaged in paid posts after criticizing others' monetization attempts [1] - The industry questions the double standard of KOLs criticizing small accounts for monetization while engaging in similar activities [1] Industry Criticism - The industry suggests @KaitoAI farming is responsible for low-quality content on the timeline [3]

We'll see how this one ages.30deae7e3a139b21f2bf55e8ae19d1c827a692afea0eb3c6a51281fe1687d811Outcome should resolve this week, so we won't have to wait too long. Lesson embedded in it this time as well.Someone is going to figure out how to monetize these on a right/wrong or some other basis and it's going to be a fun vertical ...

[Music] Thanks for coming to my talk. I'm Shazage. Uh I'm one of the co-founders at Orb.Um and I'm going to be talking about how to think about pricing. Um maybe top level takeaway uh from this talk is that pricing is a is a deep complicated topic. We're going to cover some examples. We're going to cover some tactical advice.Um, but in general, the way you should think about pricing is pricing is a form of friction uh for your product and sometimes that friction can be applied for very good reason. Sometime ...

Monetization is the permanent increase in the monetary base to fund the government. Central banks buy interest-bearing debt with non-interest-bearing money. https://t.co/8CKfWw7Wmm ...

I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...

Welcome back. Take a look at Cheers of Meta. They are hired this morning.This after the company announced it was taking a step to bring ads to its WhatsApp platform, specifically in the updates tab that will separate the advertisements from personal conversations. Now, this move comes 11 years after Facebook acquired WhatsApp. If you recall, it was a $19 billion deal.Then, Meta also says it will monetize WhatsApp's channels feature through search ads and subscriptions. And the market does seem to like the p ...

Financial Data and Key Metrics Changes - The company has a long-term view on inflation and interest rates, expecting them to remain higher for longer, which aligns with historical trends [4][5][9] - The company has $116 billion of dry powder available for investment, indicating strong capital reserves for future opportunities [7] Business Line Data and Key Metrics Changes - The private equity portfolio is marked at over 60% at more than 1.5 times the cost, while public names are marked at an average of four times the cost, reflecting strong performance [18][19] - The company has been actively exiting investments, including sales in Japan and infrastructure, contributing to a mature portfolio [19] Market Data and Key Metrics Changes - More than 70% of the company's deployment in infrastructure over the last five years has been outside the United States, showcasing a global investment strategy [34] - The company has seen a shift in investor sentiment, with a more balanced approach to global allocations, particularly towards Europe and Asia [36] Company Strategy and Development Direction - The company is focusing on building portfolios that can navigate different economic cycles, emphasizing long-term investments [15][16] - Strategic holdings have been introduced to capture lower-risk, attractive reward investments, diversifying the company's offerings [23][25] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the realization outlook, citing a strong pipeline of realizations and a disciplined investment approach [15][21] - The company does not foresee significant stress in its portfolios despite macroeconomic concerns, indicating confidence in its investment strategy [12][14] Other Important Information - The company is expanding its product offerings for high-net-worth individuals through partnerships, aiming to capture a larger share of the market [45][49] - The insurance segment is expected to see growth in earnings as the business model transitions and third-party capital is raised [92][93] Q&A Session Summary Question: What is the company's view on inflation and economic growth? - The company expects inflation and interest rates to remain higher for longer, which is consistent with historical trends [4][5] Question: How is the company managing its portfolio amidst macroeconomic concerns? - The company has not seen significant stress in its portfolios and feels confident due to its portfolio construction and historical experience with economic cycles [12][14] Question: What is the outlook for the company's strategic holdings? - The strategic holdings segment is designed to capture lower-risk investments with attractive returns, and the company is optimistic about its growth potential [23][25] Question: How is the company addressing client demand for alternative products? - The company is seeing significant adoption of its alternative products and is expanding its offerings to cater to high-net-worth individuals [38][45] Question: What is the company's strategy regarding direct lending and asset-based finance? - The company is actively involved in both direct lending and asset-based finance, with a focus on scaling third-party business alongside its own insurance growth [76][80]