Jan 28, 2020 by Andrew Tseng3 Questions That Matter Heading Into Amazon's Fourth-Quarter ReportThe costs and benefits of Amazon's investment cycle are on investors' minds.
Jan 24, 2020 by Andrew TsengWhy Spotify and Warner Music Are Now Playing Nice in IndiaStreaming rights in India were a pawn in the two companies' global licensing negotiations.
Jan 23, 2020 by Andrew Tseng6 Critical Takeaways Learned From Netflix's Q4 Earnings ReportThe average subscriber watched more Netflix last quarter despite the launch of competitors Apple TV+ and Disney+.
Jan 23, 2020 by Andrew TsengZillow Expands Efforts to Simplify New Construction Home BuyingFor existing homeowners, Zillow Offers now reaches more home builders and helps make it easier to buy a new-construction home.
Jan 22, 2020 by Andrew TsengNetflix's Spending Spree Continues With Signing of Big Bang Theory Co-CreatorThis news is just the latest in a series of high-profile deals the streaming company has closed with top content creators.
Jan 18, 2020 by Andrew TsengNetflix Just Beat Every Other Studio With 24 Oscar NominationsThat's impressive, especially because the company optimizes for something else entirely.
Jan 16, 2020 by Andrew TsengNetflix Earnings: 3 Questions for CEO Reed HastingsQuestions are swirling about how the company is handling the streaming wars.
Jan 15, 2020 by Andrew Tseng3 Clues About Netflix Subscriber TrendsThe streaming wars are heating up...or are they?
Jan 15, 2020 by Andrew TsengSpotify's New Podcast Advertising Tool Had 'Major' Results for One Early AdvertiserIf the company can get this right, it could be a game changer.
Jan 11, 2020 by Andrew TsengCould Chewy Be A Millionaire-Maker Stock?A great business with a moat, a big growth opportunity, and long-term tailwind are needed. Does Chewy have all three?
Jan 8, 2020 by Andrew Tseng4 Reasons I Just Bought More Amazon StockThe company is still only scratching the surface of its opportunities and is inventing new businesses we don't even know about yet.
Jan 8, 2020 by Andrew TsengBetter Buy: Amazon.com vs. GoogleBoth are phenomenal businesses, but one gets the edge due to a better culture of invention and larger addressable markets.
Jan 8, 2020 by Andrew TsengBetter Buy: Sirius XM vs. SpotifySirius XM generates more cash today, but Spotify is growing much faster.
Jan 6, 2020 by Andrew Tseng4 Ways to Recession-Proof Your PortfolioThink long-term and own the sort of resilient businesses you'd own even if you knew a recession was coming.
Dec 27, 2019 by Andrew TsengAlphabet Just Tied Its CEO's Pay to Stock Price Performance: Here's Why That MattersSundar Pichai's pay is now largely tied to how the stock performs over the next two to three years. Expect him to maximize profits more than the company has in the past.
Dec 26, 2019 by Andrew TsengSpotify's Founder and CEO Is Betting Millions That the Stock SoarsFounder and CEO Daniel Ek bet big that the stock will be sharply higher by mid-2022.
Dec 20, 2019 by Andrew TsengChewy Is Up 26% in 4 Weeks Because Insiders Aren't SellingThe expiration of the IPO lockup period without insider selling, and a strong third quarter, have sent the stock soaring.
Dec 20, 2019 by Andrew Tseng5 Reasons Chewy's Profits Are Heading HigherMore repeat orders and more sales of hard goods, private label, pharmacy, and potentially services should drive margins higher over time.
Dec 18, 2019 by Andrew TsengWhat's Driving the Stellar Growth at Chewy?The company's active customer base grew 33%, net sales per active customer grew 11%, and the company's private-label and pharmacy efforts are starting to pay off.
Dec 11, 2019 by Andrew TsengWhy Spotify Has a Better Negotiating Position Than You May ThinkThe streaming service and the music labels need each other, and the bargaining power is more balanced than many investors appreciate. But it's shifting in one direction.
