Dr. Duru - Comments
Sole Proprietor, Ahan Analytics, LLC
Dr. Duru Ahanotu is a graduate of Stanford University with over twenty-five years of experience doing analytic modeling, executing pricing strategies through price optimization, and implementing, developing, and selling enterprise software. He adds to this industry experience another five ...more
Latest Comments
A Trade To Hedge A Top In Facebook With A Rebounding Google
4 years ago

This quote from AdExchanger was VERY telling about FB's earnings conference call:

"Although Facebook reported its Q2 earnings the day after CEO Mark Zuckerberg donned a suit to testify along with his big tech CEO bros in front of a congressional antitrust subcommittee – incredibly, not a single investor asked Zuckerberg about his appearance.

And the advertiser boycott barely got a mention, although Wehner pointed out that the Top 100 advertisers make up just 16% of Facebook’s ad revenue and falling.

According to Zuck: “Small businesses are the biggest part of our business, not the largest businesses. … We want to serve everyone, but if you as investors or analysts or anyone is thinking about our business, the really accurate way to think about what we do is we are in the business of serving small businesses.”

In that vein, Facebook announced a milestone on the call: It now has more than 9 million active advertisers across its services."

www.adexchanger.com/.../facebook-grows-revenue-arpu-and-users-in-q2-despite-the-pandemic/

In this article: L, META, GOOG, GOOGL
A Trade To Hedge A Top In Facebook With A Rebounding Google
4 years ago

It seems small and medium-sized business matter most to FB, and the boycotters collectively don't matter much. And definitely if users stick by Facebook, advertisers have to return at some point.

In this article: L, META, GOOG, GOOGL
A Trade To Hedge A Top In Facebook With A Rebounding Google
4 years ago

True teflon Don.

In this article: L, META, GOOG, GOOGL
A Trade To Hedge A Top In Facebook With A Rebounding Google
4 years ago

That's right. The users are at the center of everything. It's next to impossible for advertisers to ignore a 2 billion, highly targetable audience for long.

In this article: L, META, GOOG, GOOGL
A Trade To Hedge A Top In Facebook With A Rebounding Google
4 years ago

The potential for bigger % move in Facebook is exactly why I bought a straight put on FB vs the call spread on Google. A spread on FB, as I learned with the last trade, significantly caps potential gains in the trade.

In this article: L, META, GOOG, GOOGL
Order From Chaos: Trading Facebook's Latest Drama
4 years ago

Makes sense. In the meantime, traders and investors have jumped into the dip with both feet! Amazing. My assessment turned out faar too conservative.

In this article: META
Order From Chaos: Trading Facebook's Latest Drama
4 years ago

That's quite a metaphor!

In this article: META
Twitter Breaks Out Anyway
4 years ago

One addendum: I should have clarified that I think $TWTR is a buy on the dip. I am adding on today's 3.7% (so far) dip.

Euro Makes A Bid For A Bottom
4 years ago

In this particular case, the currency trades are short-term in nature and look to follow the existing trend. But times of high uncertainty generally offer the biggest investment opportunity as those who have little to no confidence in the future are willing to sell at steep discounts.

From Rolling Over To Rolling Higher: Home Builder Stocks Rejoin The Stock Market Rally
5 years ago

Builders are trying to focus on the affordable price ranges, but are still running into supply constraints in many markets.

In this article: ITB, LEN
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