Hedgeye Internet

Internet & Media Sector Head at Hedgeye Risk Management

[Hedgeye @Hedgeye]

After Calling A Market Peak In September...
...Here's Why The Worst May Lie Ahead
via @HedgeyeDJ on @forbes
https://t.co/HtT90PyOBX

[Hedgeye Internet @HedgeyeInternet]

$YELP | Not sure how anyone with any semblance of intellectual honesty could deny YELP's attrition issues when its 3,700 sales reps couldn't muster any net account growth in 3Q18.

[Hedgeye Internet @HedgeyeInternet]

@DStevens8886 @KeithMcCullough $TWTR had a solid print, but with some underlying wrinkles that makes us a little more cautious into 2019.

[Hedgeye @Hedgeye]

Great news.

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[Hedgeye Internet @HedgeyeInternet]

@DStevens8886 @KeithMcCullough I think that depends on your horizon. Worst is definitely behind them, but 2019 will be a tougher fundamental setup with regulatory risk in addition to the Quad 4 backdrop. Staying on the sidelines.

[Hedgeye @Hedgeye]

Macrocosm® is Hedgeye’s exclusive macroeconomic conference for institutional investors. This interactive forum features insight from some of the world’s smartest minds on the most important economic, political, and market developments and risks. https://t.co/BWBPvhxq5R

[Hedgeye Internet @HedgeyeInternet]

@MyaMootyPants @Twitter @TwitterSupport I'm getting them too. A new one every minute

[Hedgeye Internet @HedgeyeInternet]

@DStevens8886 @Hedgeye @KeithMcCullough We've been out of $TWTR since August. Story started shifting away from the fundamentals. Booked the win before it turned to a loss. Thanks for trolling.

[Hedgeye Internet @HedgeyeInternet]

$TWTR | The only blemish on this print was Fx, which moved considerably b/w prints. Revenue growth accelerated across the board outside of Int'l Ad revenue growth. @Hedgeye @KeithMcCullough

[Hedgeye Internet @HedgeyeInternet]

$SNAP | New profitability targets are unreasonable if not reckless. May exacerbate its cash burn by accelerating the onset of declining revenues. @Hedgeye

[Hedgeye @Hedgeye]

Exciting news.
We are hosting our 1st Annual Hedgeye Investing Summit.
(And you’re invited)

✓ Andrew Left
✓ Daniel Lacalle
✓ James Rickards
✓ Josh Crumb
✓ Christopher Whalen
✓ Chris Ciovacco
✓ Charley Grant

*Click here for free access: https://t.co/HxL1JQOMgP

[Hedgeye Internet @HedgeyeInternet]

@Hedgeye The sad thing is that this is only half of $SNAP's problem. Actually, maybe a little less than that considering the ramifications of its recent efforts to control cash burn.

[Hedgeye @Hedgeye]

Our Senior Macro Analyst Darius Dale @HedgeyeDDale will be on "Markets Now" @CNNMoney with his million-watt smile today at 12:45pm ET to discuss myriad market risks & investing opportunities.

You can watch "Markets Now" live at https://t.co/Y88jyc7l0y from your desk/phone/tablet

[Hedgeye Internet @HedgeyeInternet]

$YELP guided light for 3Q revenues and raised the low end of FY 2018 by $9M. Assumes strong 4Q, which is where we're most bearish this year. This should be fun

[Hedgeye Internet @HedgeyeInternet]

$YELP slow to release Shareholder Letter and updated guidance.

[Hedgeye Internet @HedgeyeInternet]

$MTCH | We estimate that MTCH already had 2Q in the bag as of the 1Q print, seeing the same setup for the next print. Contact Sales @Hedgeye for access to our deck/webcast outlining our MTCH Long thesis

[Hedgeye Internet @HedgeyeInternet]

Not sure how $TRVG plans to improve profitability when it can't lever its ad spend, which is roughly 80% of its cost structure @HedgeyeSnakeye @Hedgeye

[Hedgeye Internet @HedgeyeInternet]

@SHawkVentures @Hedgeye $FB will naturally take some share, just not enough impede $MTCH's growth. As we said in our original tweet, this is a rather small part of our broader analysis on the issue. If interested in the full deck, reach out to [email protected]

[Hedgeye Internet @HedgeyeInternet]

$MTCH | We wouldn't rush to the conclusion that $FB is going to eat MTCH's lunch just because it's entering the space. Below is one small reason (of many) why we don't expect that to be the case. @Hedgeye

[Hedgeye @Hedgeye]

[new must read]
Still Going Strong: How One Startup Bucked The Financial Crisis And Thrived
by @RealConstable on @Forbes https://t.co/cHq06sli68