Let's see. GoPro signed a license deal with Microsoft where Microsoft uses GoPro's patents in photo technology for its future products. Samsung has product lines in digital camera and it plans to tap into Drone market as well.
What about Facebook? They have instagram. What happens if Facebook buys out GoPro to have rich contents in self videos? This can be a solution for Facebook to compete with Google/YouTube.
At this point, GoPro is a hot potato for all these tech companies looking for next big move.
This is a pure speculation so do your own due diligence:
- With Zillow Group which has a list of all properties linked with majority of owners/renters/real estate agents, Home Depot can expand its Professional/Contractor Services (Pro Xtra).
- Zillow controls search/lead gen on real estate market which is expanding into rental and short-sale/foreclosure. By adding local contractors (insured and un-insured), the company can offer DIY products nationwide. By acquiring Zillow, Google can secure its untapped market in real estate industry to build out its own search engine for people searching for house to buy/sell/rent, brokers to put their names out, and local contractors to get more hard leads.
Valuation of ZG (voting shares) is at $3B which is substantially undervalued given the potential upsides. Currently, Caledonia (Private) Investments Pty Ltd currently owns 25% as a major shareholder.
Facebook is doing better because they are both in junk yard - no one is serious while surfing on facebook or linkedin.
LinkedIn failed to deliver a consistent growth as it tried to pump the performance using a junk mail strategy - bottom line is that no one wants to read junk mail (or message) sent by some random people. People who signed up at LinkedIn are there to find a job not to be an audience of worthless sales pitches.
At this point, whoever came up with that junk mail idea has to be fired immediately as it damaged the brand for good.
Also, CEO and some of strategy VP should resign.
GoPro should partner with extreme sports and/or professional sports such as NHL, NFL
With this structure, audience will have much better experience - almost virtual reality.
Also, GoPro's Karma is going to take Drone industry to much faster growth as it delivers the highest resolution.
At this price level, it is a buyout target for major electronic companies.
"Including gains from the sale of its global cocoa business and other one-time items, quarterly earnings were $718 million, or $1.19 a share, compared with $701 million, or $1.08 a share, in the same quarter a year earlier."
Look at the news release from AP and other media - all negative while missing the point that the company had a better profit than last year on net basis - which drives future dividend growth.
is Einhorn still short?
Does anyone know that Walmart is one of the largest landlord in commercial buildings? Walmart Realty is a subsidiary of Walmart that collects rental incomes from various business owners in Walmart complex malls.
This is a true hidden asset that Walmart should spin off and make it as a REIT. With this spin off, shareholders may earn 50%+ return on their investments.
a bunch of useless messages are sent by random businesses to users who created a value to the company.
soon, google or indeed will launch their own marketplace for users and LinkedIn would be losing more money.