Are You Overlooking A Big Opportunity?
By: Jamal Carnette
What did Twitter discover?
Twitter discovered it is more than just an advertiser. The real-time nature of Twitter makes it a data mining giant. Matter of fact, the company reported data licensing fees of $47 million during the nine months ended Sept. 30, equal to around 11% of total revenue during that period. Data licensing fees are fees Twitter receives from data partners to access, search, and analyze historical and real-time data on Twitter's platform. Right now, Twitter has five data partners that account for roughly 73% of its data licensing revenue and 8% of Twitter's overall revenue. However, the data appears to be valuable to these partners; licensing revenue was up 36% compared to 2012 with a 30% increase from existing partners.
In addition, the data mining nature and its data licensing business will allow Twitter to grow revenues directly and indirectly for more effective ads. Even the largest company in the world, Apple, has gotten in on this bandwagon by buying Topsy, a Twitter data miner, for millions. Quite simply, this data is inherently valuable.
Where I was wrongWe analyzed Twitter as if it were another Facebook, a mere ad-driven business with the majority of revenues from these ads -- that's currently the case, but that could also change. In fact, it has the potential to be a multi-revenue stream company more akin to LinkedIn than Facebook. If Twitter can grow its data licensing business like big data is growing (58% annualized growth between now and 2017, according to Wikibon), that business could eventually overtake its ad-driven revenue.
Seeking Alpha Market Currents 12/11/13
Wells Fargo upgrades to Groupon (GRPN +2.4%) to Buy and raises its price target to $13-$14 from $5-$6. "We believe Groupon is positioned well to take continued share in the massive local commerce market," says analyst Trisha Dill. "We are bullish on the company’s strategy to transform into a “pull” marketplace, away from its daily deals legacy, and early indications suggest this transition is gaining traction."
Morgan Stanley's Scott Devitt - after meetings with management - said the company is making progress on becoming a unique mobile commerce marketplace.
He thinks it's a $15 stock by the end of next year thanks to improved deal quality and density in the U.S. and improvements internationally. Near-term, the site redesign is a positive tailwind.
The Street 12/9/13
By: Adam Fuerstein
The Numbers Backing Gilead's Best and Fastest Drug Launch in History
BY Adam Feuerstein | 12/09/13 - 06:31 AM
Adam Feuerstein @adamfeuerstein 10m
My 2 cents: $GERN higher Mon/Tues on confirmed/solid bone marrow response + some evidence clinical benefit. No idea how much.
Geron to Host Analyst and Investor Meeting on December 9
Thomson Reuters ONE
Geron Corp. December 5, 2013 7:32 AM
Yahoo Finance 12/6/13
MENLO PARK, Calif., December 5, 2013 - Geron Corporation (GERN) today announced that management will be hosting a live webcast of an analyst and investor meeting at 6:30 p.m. CT on December 9, 2013.
As previously announced, data from the myelofibrosis IST will be presented by the study investigator, Dr.Ayalew Tefferi, Mayo Clinic, at ASH in a presentation entitled, "Imetelstat, a Telomerase Inhibitor, Induces Morphologic and Molecular Remissions in Myelofibrosis and Reversal of Bone Marrow Fibrosis".
The Street 12/5/13
Google : TSLA Getting Strong Orders From China