The Razor's Edge #14: Snap's Crackling Earnings Pop and The Internet Advertising Space

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 2:30 minute mark: Setting the scene 7:30: Attention Costs 10:00: The Hollywood effect 14:00: Snap's international growth 18:00: The filter issue 23:00: Relative valuation 27:00: Amazon's perfect storm 30:00: Other advertisers' prospects 33:00: The demographic questions 37:00: Stimulus effects 53:00: Shifting spending 59:00: Differing audiences 1:01:00: Twitter digression 1:07:00: How to interpret this earnings season 1:12:00: The Tiktok threat 1:17:00: Recovery risks 1:24:00: Second level effects

Om Podcasten

The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.