Adam Levy
All Posts
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The Difference Between Instagram and Tumblr
By Adam Levy - May 20, 2013 | Tickers: FB, YHOO
When the news that Yahoo! (NASDAQ: YHOO) may acquire Tumblr started circulating last week, analysts were quick to draw comparisons between it and another recent billion dollar social media acquisition - Facebook-Instagram. But the Tumblr deal doesn’t have much more than a price-tag in common with the Instagram deal.
Different motives
Facebook (NASDAQ: FB) saw a threat in Instagram. The photo sharing network was just 18 months old, yet had more »
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Why Google Started Streaming Music
By Adam Levy - May 18, 2013 | Tickers: AAPL, GOOG, P
Google (NASDAQ: GOOG) unveiled a slate of new upgrades on Wednesday at its I/O conference. Chief among them is a music subscription service to rival Spotify, Pandora (NYSE: P), and a potential product from Apple (NASDAQ: AAPL). It’s calling it Google Play Music All Access - a name almost as catchy as a Ke$ha song!
Last year, streaming services accounted for 10% of digital music revenues. That number more »
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Is Priceline the Next Apple?
By Adam Levy - May 17, 2013 | Tickers: BIDU, GOOG, PCLN
Priceline (NASDAQ: PCLN) has been the best performing stock pick by David and Tom in the Motley Fool’s flagship Stock Advisor newsletter. It’s the best performing stock in the S&P 500 over the last 5 years. Since hitting a low in 2003, the stock has boomed 10,000% - that’s 25 homeruns for those keeping score.
But the next decade will undoubtedly be tougher for the online more »
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Getting in Gear With Ford
By Adam Levy - May 16, 2013 | Tickers: F, GM, TM
Shares of Ford (NYSE: F) have been stuck in neutral since hitting a 52-week high at the beginning of the year. Despite all the progress the company has made increasing its market share in the United States as it begins to tackle growing opportunities in emerging market, shareowners have been stuck with a stock that has underperformed the S&P 500 in 2013.
At some point the market will catch more »
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The 6 Key Metrics of Church & Dwight
By Adam Levy - May 15, 2013 | Tickers: CHD, PG
Last year, Church & Dwight (NYSE: CHD) CEO Jim Craigie focused on six key metrics he wanted to improve throughout the year. He called the initiative “fix the six.” After a successful 2012 saw the company’s stock climb 20%, shares have nearly added another 20%.
Most of this success can be attributed to Craigie’s initiative last year to fix the six. The company has kept it up so far more »
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What's Brewing at Starbucks
By Adam Levy - May 15, 2013 | Tickers: GMCR, SBUX
Starbucks (NASDAQ: SBUX) is on a tear this year, climbing 15% year-to-date reaching a new 52-week high on Tuesday. The company has been making plenty of moves, aggressively expanding its store count, particularly abroad, and constantly introducing new products. Here are a couple recent developments that I believe will continue to grow the company going forward.
K-cups
When Green Mountain Coffee Roasters (NASDAQ: GMCR) released its earnings last week, it more »
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Intel's Smartphone Opportunity
By Adam Levy - May 14, 2013
99.8% of smartphones have an application processor produced by a company not named Intel (NASDAQ: INTC). There are two ways to look at that number - either as a huge opportunity, or a massive failure.
I believe the former is proper way to view Intel’s smartphone position, and expect the company to grow its market share significantly over the next year and a half. As a result, shares appear more »
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Market Share Isn't Everything
By Adam Levy - May 13, 2013 | Tickers: AAPL, HP, P, SSNLF
Market share isn’t everything. While it’s often used to indicate the strength of a company in a market, it can often be misleading as it doesn’t tell the whole story.
That’s where margins come into play, and why it’s often one of the first things I look at in financial reports. Margins help translate market share into profit share, another important and often overlooked statistic more »
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The Road Ahead for Tesla Motors
By Adam Levy - May 10, 2013 | Tickers: GM, TSLA, TM
Tesla Motors (NASDAQ: TSLA) surprised everyone on Wednesday when it released its first quarter results. While it had already announced it would report a profit, nobody expected $0.12 per share – three times consensus estimates. As a result, shares were up big after hours, and throughout trading on Thursday.
As share prices rocketed up faster than a Model S goes from 0 to 60, investors, like me, who missed out more »
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Under-Selling and Over-Delivering at Whole Foods
By Adam Levy - May 9, 2013 | Tickers: SWY, TFM, KR, WFM
When Whole Foods Market (NASDAQ: WFM) reported its fourth quarter earnings in February, the stock quickly fell to the bottom of its 52-week trading range. On Wednesday, after releasing stellar results for the fiscal second quarter of 2013, the company’s stock zoomed to a new all-time high.
Whole Foods was able to quell investors’ fears that price cuts and promotions would cut deep into the company’s sales and more »
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Online Videonomics: Increased Supply
By Adam Levy - May 9, 2013 | Tickers: AOL, GOOG, YHOO
Kitten videos are so 2010. We are entering a new era of online video content, and witnessing the number of online video producers and watchers grow every day. As the number of online video content increases, there’s mounting pressure on video ad prices. Couple that with ad dollars becoming more spread out, and only the best video platforms will emerge successful.
More videos
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Cloud Computing: Microsoft's Saving Grace
By Adam Levy - May 4, 2013 | Tickers: AMZN, GOOG, MSFT
Microsoft (NASDAQ: MSFT) has been facing quite a few headwinds lately. Research firm IDC reported the largest year-over-year decline in PC sales last month. Forecasters expect the decline to continue with the proliferation of mobile devices.
Microsoft showed up late to the mobile game, and still trails Apple and Google (NASDAQ: GOOG) by a huge margin. Meanwhile Windows 8 has largely failed to become the catalyst for the PC market more »
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This is What It Looks Like When Facebook Tries
By Adam Levy - May 2, 2013 | Tickers: FB, GOOG
When Facebook (NASDAQ: FB) made its initial public offering nearly a year ago, many doubted its ability to monetize its growing mobile user base. When the company released its fourth quarter results in January, CEO Mark Zuckerberg said, “I want to dispel this myth that Facebook can't make money on mobile. It may have seemed like that a year ago, because we weren't really trying yet.”
Since then more »
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Can Netflix Keep This Up?
By Adam Levy - April 26, 2013 | Tickers: AMZN, NFLX, TWX
Netflix’s (NASDAQ: NFLX) House of Cards strategy appears to be working so far. The company added 2 million U.S. subscribers last quarter and saw an earnings surprise of an adjusted $0.31 per share, handily beating analysts’ consensus $0.18 expectation. Netflix generated $1 billion in revenue … you already know these numbers.
As an investor, however, you must look at what the company will do in the coming more »
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AOL: Competing With Content
By Adam Levy - April 24, 2013 | Tickers: AOL, FB, GOOG
When Time Warner bought AOL (NYSE: AOL) at the height of the dot-com bubble it paid $165 billion. Today, the company is valued at less than $3 billion. To say the purchase was “the biggest mistake in corporate history,” as Time Waner CEO Jeff Bewkes put it, isn’t too much of a stretch.
But the company’s tenure under the wings of Time Warner apparently rubbed off. AOL started more »
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4 Reasons I'm Holding on to Apple
By Adam Levy - April 22, 2013 | Tickers: AAPL, CMGE, VZ
If you bought Apple (NASDAQ: AAPL) at any point since Jan. 1, 2012 and are still holding on to it, you’ve lost money. It’s been a tumultuous trek down as the company feels pressure from all sides: sales, margin, cash pile, new products, and so on. The interesting thing is at $700 investors loved the stock. At $600, they still loved it. At $500, it was a once more »
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Key Takeaways From Intel's Earnings Call
By Adam Levy - April 22, 2013 | Tickers: ARMH, INTC, QCOM
We can’t say we didn’t see this one coming. Intel’s (NASDAQ: INTC) profits fell 25% year-over-year in the first quarter, and missed estimates by a penny per share. On the company’s earnings call management noted the declining PC market is a significant headwind to the company, but remained optimistic for the latter half of the year. Retiring CEO Paul Otellini stated, “The company’s core architectural more »
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Yahoo! Is Racing Toward Growth
By Adam Levy - April 19, 2013 | Tickers: FB, GOOG, YHOO
In Yahoo!’s (NASDAQ: YHOO) latest earnings call, CEO Marissa Mayer explained, “Our long-term success will be defined by a series of sprints.” The “series of sprints” is Mayer’s growth plan to turn Yahoo! around and back into the premier internet company it once was. Here’s my take on her plan, and how she can get Yahoo! to succeed where it once failed.
The first 100 meters
Right more »
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Yahoo! Racing Toward Growth
By Adam Levy - April 17, 2013 | Tickers: FB, GOOG, YHOO
In Yahoo!’s (NASDAQ: YHOO) latest earnings call, CEO Marissa Mayer explained, “Our long-term success will be defined by a series of sprints.” The “series of sprints” is Mayer’s growth plan to turn Yahoo! around and back into the premier internet company it once was. Here’s my take on her plan, and how she can get Yahoo! to succeed where it once faulted.
The first 100 meters
Right more »
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3 Reasons a Kindle Phone Would Succeed
By Adam Levy - April 17, 2013 | Tickers: AMZN, T, VZ |
Reports have long suggested Amazon (NASDAQ: AMZN) is working on a Kindle smartphone. The company has slowly made some moves recently that add fire to the rumors. And while we’re short on any physical details of what a Kindle phone might look like, I don’t think its success relies on the phones specs. There are three reasons why the Kindle phone will be successful – a proven business model more »
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