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Yahoo’s Google Move Makes Current Sense

Yahoo! Inc (NASDAQ:$YHOO) revealed last month that it will start using its rival Google’s (NASDAQ:$GOOG) advertising services Adsense and AdMob as it looks to increase its revenue base. In an official blog post dated 6th February, the company said that it has entered in a non-exclusive agreement for contextual advertising to be displayed on Yahoo and its co-branded sites for autos, finance, news and sports. This is in line with Yahoo’s CEO and a former Google executive Marissa Mayer’s strategy to give a better experience to Yahoo’s users through more customized ads so that they can spend more time on Yahoo properties. Although Yahoo’s users won’t notice any significant change it is almost certain that Yahoo will see increasing revenues through its partnership with Google.

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Amazon Continues to Confound Critics

a.com_logo_RGBAmazon (NASDAQ:$AMZN) recently released its quarterly results in which its sales increased by 22% to $21.3 billion – approximately $12 billion in North America and $9 billion overseas – but it missed analysts’ estimate by $900 million and the market’s reaction was brutal; causing its shares to drop by 6% in the trading day. The company’s net income dropped by 45.2% to $97 million, an EPS of $0.21 which was 7 cents below analysts’ estimates. But the numbers are nearly meaningless because Amazon’s business model continues to confound valuation metrics.

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The Eternal Search for the Right Facebook Ad

fb_icon_325x325Facebook (NASDAQ:$FB) is by far the biggest social network in the world in terms of active users. However, is an enormous user base a guarantee for a rising stock price and satisfied stakeholders? Ultimately, as a public company it has to be. Unfortunately the IPO of the Century is infamous for all the wrong reasons highlighting the difference between potential and reality. Facebook has made repeated attempts to transform its billion users into billions of advertising dollars to justify its very rich premium, while at the same time not chasing users away.   I still don’ think they have succeeded and may never do so.

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News Corp Splits Dead Tree Media Arm

5In a recent SEC filing ahead of its split, Rupert Murdoch’s News Corp (NASDAQ:$NWS) revealed that its publishing arm had suffered a loss of $2.1 billion for its last reported fiscal year, which included a $1.3 billion write down of goodwill.  Does that mean that even conservatives don’t buy what Fox News is selling anymore?  The split, which should be completed by the middle of the current year, involves the separation of its publishing arm from the rest of the company. Dow Jones Editor-in-Chief and Managing Editor of the Wall Street Journal (WSJ) Robert Thomson will head the new company which will take the name of News Corp (his tenure has already begun from the start of the New Year). The entertainment arm, which includes 20th Century Fox and the Fox Network will be renamed the Fox Group. Rupert Murdoch will be the chairman of both of these companies and the CEO of Fox Group. What is significant here is that, at least technically, Rupert Murdoch will not have any operational role to play with the publishing side of his business empire.

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Groupon- Creating Competition in Margin Compression

groupon_0Groupon (NASDAQ:$GRPN), whose shares have tumbled by more than 75% this year, been on a roller coaster ride since it first announced the intention to replace its much criticized co-founder and chief Andrew Mason  and then the board subsequently voted to retain Mason, sending the stock back down below $4.  So, all of that served to do little more than induce some short-covering.

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Peter Pham is an author, international fund manager, and a registered financial director by the Cayman Monetary Authority (CIMA). In 2013 he published his first book entitled, The Big Trade: Simple Strategies for Maximum Market Returns. He currently manages the portfolio of a global hedge fund and runs an asset management company, Phoenix Capital.  (read more)

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