Ishfaque Faruk

Editor's Choice

  • Amazon: Betting Big On Entertainment

    By Ishfaque Faruk - June 4, 2013 | Tickers: AMZN, AAPL, NFLX | Editor's Choice

    Amazon's (NASDAQ: AMZN) media business is increasingly becoming an integral part of Amazon's technological empire. However, the company reveals little in terms of the number of subscribers the company's Prime service managed to rope in. While the company's customer-centric focus is unparalleled, many investors have been skeptical of the company's big media investments as the company's big bets on digital video and music puts more »

  • Ecosystems Are Widening Moats

    By Ishfaque Faruk - April 24, 2013 | Tickers: AMZN, AAPL, GOOG | Editor's Choice

    With PC Sales declining rapidly, the leading device manufacturers are increasing their bets on mobile devices. Firms are ramping up their content ecosystem to lock up customers in their respective platforms for the long-haul. This shrewd strategy enables the likes of Apple (NASDAQ: AAPL), Google, and Amazon to cross-sell substantial amounts of content along with their wide array of hardware offerings. Increasingly, mobile computing is turning out to be centered more »

  • Should HBO GO Standalone?

    By Ishfaque Faruk - April 16, 2013 | Tickers: AMZN, NFLX, TWX, TWC | Editor's Choice

    In recent years, Time Warner's (NYSE: TWX) fortunes have been largely driven by its networks business which includes the TV networks run by Turner and premium pay TV including HBO and Cinemax. In 2012, the Networks segment contributed 80% of the operating income to Time Warner's coffers. And going forward it will almost certainly gain more prominence, as HBO ropes in newer subscribers.

    Consumers love HBO originals; Rampant more »

  • Facebook's Search Ambitions

    By Ishfaque Faruk - March 21, 2013 | Tickers: FB, GOOG, MSFT, YHOO | Editor's Choice

    With more than a billion users, Facebook (NASDAQ: FB) is effectively the third largest country in the world. The amount of user information the social media giant knows about its users is just staggering. As a result, the revenues of the company have been growing rapidly, primarily driven by the display ads shown to users in its user-driven ad model. And earlier this year, Facebook unveiled the workings of a more »

  • Apple Should Expedite Share Repurchases

    By Ishfaque Faruk - February 14, 2013 | Tickers: AAPL, GOOG, GMCR | Editor's Choice

    Apple's (NASDAQ: AAPL) cash hoard of more than $137 Billion is constantly in the limelight, and even more so with an activist investor raising additional concerns about the cash. After the recent sell-off of Apple shares amidst worries on margins and innovation, the companies dividend yield in excess of 2.2% looks quite decent.

    The company announced a share repurchase plan worth $10 Billion until 2015, but primarily to more »

  • The Making of A Payments Powerhouse

    By Ishfaque Faruk - February 5, 2013 | Tickers: DFS, EBAY, V | Editor's Choice

    eBay (NASDAQ: EBAY) has always been under the shadows of its high-flying rival, Amazon, in the e-Commerce business. However, eBay has steadily transformed itself from a standalone auction-based company to a major payments powerhouse. After a number of shrewd acquisitions the company now has an enviable portfolio of Internet companies. The combined entity is now slowly becoming a leader in the payments business powered by its PayPal division.

    Growing Payments more »

  • Netflix Is a Long Term Buy

    By Ishfaque Faruk - February 4, 2013 | Tickers: AMZN, NFLX, VZ, DIS | Editor's Choice

    Netflix (NASDAQ: NFLX) has disrupted the way users consume TV shows and movies via a low cost subscription online. Its large content library and low price point is a major value proposition of the company. The brand value of Netflix is unquestionable, and is becoming a key differentiating point as the company goes global. Netflix has immense upside in the long-run, and ten key factors will drive the company's more »

  • The Astronomical Rise of YouTube

    By Ishfaque Faruk - January 18, 2013 | Tickers: AMZN, AAPL, GOOG, NFLX | Editor's Choice

    Google's (NASDAQ: GOOG) video sharing site, YouTube boasts of 800+ million unique users each month, and ranks consistently amongst the most valuable Internet properties in the world. On a monthly basis, more than 4 billion hours of video are watched on YouTube. In other words, YouTube has more than 4x the viewership of Netflix's (NASDAQ: NFLX) 1 billion hours of video streaming each month. It is a huge more »