value ~ $32. Published. Would love your thoughts, please comment. 16 hours ago. The evidence in support of the contention that he has the relevant information would satisfy the requirements of evidence for convicting him of an offence. Press J to jump to the feed. Stick with companies that are NOW part of the nations infrastructure. Finally, CoreSite has the lowest dividend payout ratio of the data center REITs. Most importantly, though, these drones are capable of bringing wireless Internet connectivity at broadband capacity directly down to earth. He argued that human nature can lead to unregulated abuse "off the books". On July 1, 2019, Ek invested 14.6 million euros ($16.2 million based on current exchange rates) to buy warrants from the company that give him the right to acquire 800,000 Spotify shares at a price of $190.09 per share. Please see our privacy policy, terms of use, and affiliate disclosure to learn more. This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. He saved hundreds of thousands of lives. The aim is to create a network of solar-powered hot-air balloons that would provide free Internet access to nations without solid Internet infrastructure. Conventional satellite networks have to cover large areas with a small number of high-altitude satellites because getting large satellites to high orbit is incredibly expensive. Google has already successfully tested the idea by providing connection speeds on par with 3G networks in a small New Zealand town. It has positioned it as similar to Netflix, but with live streaming of content like big-time sporting events. CoreSite estimates it can grow net revenue per square foot by 48% from available capacity and capacity under construction. As to the cost of content, I think there is a need for more data on that. We think CoreSite is good for 25% total returns for the next few years. It will go to a la carte.". I'm new to the investment world and have already discovered that there is a lot of b.s. Because Ive just released a new report that explains the ticking time bomb that is threatening to blow-up the cable TV industry. Disagree completely. 24% of TV viewers ages 18 to 34 (the prime advertising demographic) don't subscribe to any traditional television services. close panel. Below are our top three cable-killing stocks. 45% of Americans stream television shows at least once a month. As Finnegan said: The kids see it, and say, 'If torture is wrong, what about "24"? Learn how your comment data is processed. It's been a long and arduous process, but the $100 billion oligopoly is finally starting to crumble. But podcasting and the two-sided marketplace are both higher margin businesses. I'm trying to ask if the first pick was 20 years ago and the next pic was 2 yearslater, how was the 773% calculated? This happens to be a stock I own as well, I bought some shares last fall after researching it when I looked into an earlier Motley Fool ad, and added to my position more meaningfully last month before earnings. Those are the super-voting shares that they created, copying titans like Google and Facebook, which basically ensure that TTDs management team and insiders have full voting control forever, and my quick check of the filings indicates that Jeff Green holds something in the neighborhood of 6.5 million Class B shares, which, when added to his Class A shares, would get you well over $400 million in value, though not quite precisely $429 million with the shares here at $60. Between the $190.09 exercise price and the $20.71 cost of the warrant, Spotify needs to trade at $210.80 by July of 2022 just for Ek to break even on this investment, assuming a constant exchange rate. Just the internet and I get what I need. its been up in the $30s but settles back to about $28 for now. Thats why I have Netflix and Hulu to begin with. He had been throwing away money on sports betting for years, but the Covid-19 pandemic brought it to a new level . https://support.fool.com/hc/en-us/articles/360035900874-Cable-TV-s-Ticking-Time-Bomb The Motley Fool has a disclosure policy. That's exactly what Spotify(SPOT 4.44%) founder and CEO Daniel Ek did in July. You don't want people like that in your organization. 0,00 . Their business model may be a house of cards unless someone can tell me why I would watch ads if I dont have to on streaming services? Since Stock Advisor's 2002 inception there have only been around 25 of them issued. Most of the Villages is contained within Sumter County . And over the years theyve made a habit of particularly trumpeting the stocks that both brothers like (Tom tends to be the value guy, David the growth buy, so they refer to these stocks that both of them like as total conviction investments). This small cap stock has already banked $429 million for its young CEO. There are grounds for believing that if the information is obtained quickly, there is a good chance of defusing the bomb before it goes off. The price of basic cable has increased 176% since 1995,. "This small cap stock has already banked $429 million for its young CEO. For example, when Spotify produces its own podcasting content, it keeps all the advertising revenue from those podcasts. But hes betting all of it $429,607,700 to be exact on something hes calling a ticking time bomb., You see, Tom thinks this companys product holds the key to even higher earnings as more and more people ditch cable for streaming TV.. No else importantly, there exists no historical case that satisfies all or even most of the conditions for a ticking time bomb. Well, your top-secret "NuCable" company has indeed launched a somewhat more flexible cable subscription package this year though that also got them sued by Disney's ESPN, round one of a fight that will probably go on for quite some time and despite that "revolutionary" move to kill cable television, the shares have not risen . I sort of thought a depressed FB a better bet, especially with people bailing out over 7% less GROWTH ( still worried about the personal data problems, of course, especially with personally experiencing hypnotism as a crime, bringing a whole new dimension to identity theft). In April 2014, Google purchased Titan Aerospace, an Albuquerque-based company manufacturing solar-powered atmospheric satellite drones, or atmospheric satellites for short. I dont want to get sued so will have to go and check my old research and get back to you but I would say do not trust a single word he says, he has a VERY interesting history to say the least. And get this.this companys powerful business model has it making money so fast that its CEO basically apologized to shareholders for not being able to reinvest it fast enough. P/E = 101+, EV/EBITDA ~ 76 => earnings need to grow substantially over the next 10+ years. apply for the unlimet daTA AND PAY ONE SET AMOUNT A MONTH IS 8O% CHEAPER. As a result, many of today's self-employed face economic hardship or even poverty later in life. Theres certainly plenty of risk, all you have to do is look at the stock chart to see that the shares do not automatically surge higher at all times and that the company hasnt delighted one and all with a beat and raise every quarter during its young life (they went public late in 2016). Dont you need the fastest possible internet connection to get uninterrupted streaming of a movie or other long program? I put cut cable in because I didnt get rid if it entirely. Many customers have begun to realize they don't actually use the majority of their cable television service and are now seeking out their shows a la carte. They're starting to ask, Why should I have to pay for over 300 channels when I only watch six? It's a great question, and it's tearing down the cable industry piece by piece. Keep an eye on this page to learn about the songs, characters, and celebrities appearing in this TV commercial. This is particularly acute in fictional exploration of the scenario.[2]. I did this when the bill for my bundled package rose from $168/month to over $200/month. CEO Bets $624 Million on TV's "Ticking Time Bomb". a land line (we all have a cell phones), and a bunch of cable tv channels that my family never watched (5 shopping channels!! The mesh in my body is a 'ticking time bomb' Published. Not sure how you can put down TTD with 1 year high undefined low of 132 vs 800. On occasions when my team plasy on ESPN (like this week) I just head to a local bar (so maybe that isnt a downside LOL). You may know Verizon as a wireless phone provider, but it is set to become a bigger player as an Internet provider. My main room accesses over 24 local/regional channels including all major networks, PBS, CW, and Univision. And for us, that specifically means that we service the advertisers in the agency. Meet Jeff Green -- the founder, CEO, and chairman of The Trade Desk ( TTD 1.77%), a company . However please note unfortunately as of now, you risk missing out on this Total Conviction stock because Tom will only reveal this stock recommendation to members of theStock Advisorcommunity. These "ultimate buy alerts" don't come around too often. Join our list and we'll let you know when we expose investment teasers for FREE. Yes, TTD is positioned to profit from more people joining streaming services. But the future is looking a little rosier, too my assessment back in February was that I could justify buying a small position in TTD up to about 30X forward earnings, given the small size of the company (market cap around $2.5 billion now), the large size of the market (global digital ad spending is well over $200 billion/year, and programmatic ad spending is growing at ~25% annually), and the expected earnings growth (analysts forecast an average of 23%/year). This tiny internet company is about 1/279th the size of Facebook. pick one up 1000% the next day then fell to zero later on? Wow I absolutely love stockgumshoe and think you are brilliant Travis but this Tom G is an interesting chap and the mere mention of his name made me post for the first time. I cant predict the next 2 much the less the next 10. "You are in your own Battle Royale, strapped to a time bomb, and thinking when . I even had 1 the other day where it was titled 3 stocks to avoid I read the entire thing, then the next day (from the same people) I get 3 stocks to buy now! AND THEY WERE THE SAME STOCKS! This is a discussion topic or guest posting submitted
And the price of the ads has been going up, even though fewer people are watching. Perhaps, thats why Im not as rich as the Motley Fools! But you can also see, if you layer the revenue on top (orange line), that the business is growing nicely. Late 2017 they said 2018 stock was Appian . The ticking time bomb quote, by the way, is also from that interview Green did with the Fool heres a little excerpt to give you the context of that: as on-demand continues to grow, particularly since roughly 70% of Americans still pay for cable and roughly 70% of Americans pay for Netflix, its essentially them double-paying. The consequence is likely to be a long-term increase in violence. If their solution is programmatic advertising, I foresee a rebellion. the nice thing about roku is I can get stations from around the world in all languages and anything on the internet free that requires no subscription .almost anything. Eric Bleekerowns shares of Alphabet (A shares), Amazon, Apple, Facebook, and Tesla. Certainly, Ek is already highly incentivized to see Spotify and its stock price do well over the long term. By clicking any link on this page you are giving your consent for us to set cookies. So whats the story? Copy link. Strange that the stocks were in reverse suddenly, who and what to trust, eh? That includes when an insider buys warrants from the company that require the stock to soar for them to be worth anything at all. Timer Set a Timer from 1 second to over a year! This is a discussion topic or guest posting submitted by a Stock Gum Its customers include a long list of content providers and tech companies including: Disney, Netflix, DreamWorks, Microsoft, Facebook, Google, Amazon, Cisco, Comcast, Xerox, Time Warner Cable, Warner Brothers, etc. CoreSite has a PEG ratio of 1.26, while competitor Digital Realty has a PEG of 2.52 and DuPont Fabros has a PEG ratio of 7! Verizon had totals of 6.5 million FiOS Internet and 5.5 million FiOS Video connections at the end of the third quarter, representing year-over-year increases of 8.8% and 7.0%, respectively. Right now, Verizon is currently trading at around $48 a share, sporting a 52-week low of $45.45 and a 52-week high of $53.66. Learn how your comment data is processed. The companys stock is already up over90%in the last 6 months alone. Generally speaking, satellite Internet access has been expensive, slow, and unreliable. They have a special report called "1 Stock for Cable TV's "Ticking Time Bomb", which goes over the stock being teased and why they believe it's such a good play. We're always happy to hear back from our readers! [15], Works of fiction, such as the television series 24, often rely on ticking time bomb scenarios for dramatic effect. Here are some highlights from the company's recent earnings: Instead of fighting trends, Verizon has openly acknowledged the antiquated model of cable companies. In fact, Spotify's CFO Barry McCarthy (who was previously Netflix's CFO and plans to retire in January) made the same comparison on the company's third-quarter conference call when he said, "So streaming was toNetflixas podcasting is to Spotify.". But he thinks its only a matter of time. The authorities have arrested the . You see, Tom thinks this companys product holds the key to even higher earnings as more and more people ditch cable for streaming TV. March 01, 2023. by a Stock Gumshoe reader. But by this March, the 29-year-old man from Rhode Island had hit rock bottom. 0,00 . You see he is convinced that there is a ticking time bomb at the heart of the TV industry and it could set up a massive opportunity for the company that is smart enough to take advantage. help me out on the timeframes and calculations to get 773%. Its FiOS Internet services use fiber-optic technology to deliver a smoother, faster Internet service. We use cookies on this site to enhance your user experience. Billionaire entrepreneur Elon Musk announced earlier this week that SpaceX is entering into the early stages of a project that will deploy a constellation of nearly 700 small satellites to bring very low cost Internet access across the globe. What's the latest "double down" pitch from the Motley Fool for their favorite "Under the Radar Stock" all about? June 8, 2022 ceo bets $624 million on tv's "ticking time bomb" by The version in the novel has the following conditions:[8], In the novel, the hardened terrorist quickly folds under torture and reveals the location of the bombs. The price for one share is nearly 900 a person like I can't spend that on one stock With the rise of Internet streaming from Netflix, Amazon, and HBO, we all know the content side is waning. This hidden company has been raking in cash from deals with industry titans … with almost no fanfare from Wall Street. I will pay whatever is necessary NOT to see ads. 6 min read. Id take that any long term 1 year. At such a small size were confident this stock has PLENTY of room to go. So, while the cord cutting trade has pushed millions of investors into Amazon, Netflix, and Disney…all of which are near all-time highs. has gone on record also recommending investors buy thissame exact stock. President Donald Trump had "rolled back progress" made under his predecessor Barack Obama to strengthen the nation's health security, said Mr Biden, adding that the nation needs "leadership that . So is this, perhaps, one that weve already covered? recently cable tv has become a lot like it with stale old second rate movies so this is just perfect for me and I get CNBC live on it without cable too. It's clear Ek made the bet because he's very bullish on the company's prospects and therefore its stock price. Specifically, Google believes these small satellites could spread wireless Internet much in the way Project Loon would. If you do research on roku I bet you change your answer. Returns as of February 11, 2018. This site uses Akismet to reduce spam. I live in Ecuador part time and the net is nowhere near that in the USA. For the purpose of rescuing from torture these hundred innocents, should any scruple be made of applying equal or superior torture, to extract the requisite information from the mouth of one criminal, who having it in his power to make known the place where at this time the enormity was practicing or about to be practiced, should refuse to do so? Press question mark to learn the rest of the keyboard shortcuts. After logging in you can close it and return to this page. In September 2002, when reviewing Alan Dershowitz's book, Why Terrorism Works: Understanding the Threat, Responding to the Challenge, Richard Posner, legal scholar and judge of the United States Court of Appeals for the Seventh Circuit, wrote in The New Republic, "If torture is the only means of obtaining the information necessary to prevent the detonation of a nuclear bomb in Times Square, torture should be used and will be used to obtain the information. No one who doubts that this is the case should be in a position of responsibility. We don't offer financial advice. Opponents to the argument usually begin by exposing certain assumptions that tend to be hidden by initial presentations of the scenario and tend to obscure the true costs of permitting torture in "real-life" scenariose.g., the assumption that the person is in fact a terrorist, whereas in real life there usually remains uncertainty about whether the person is in fact a terrorist and if they have useful information[2]and rely on legal, philosophical/moral, and empirical grounds to reaffirm the need for the absolute prohibition of torture. Discussion is geared towards investment opportunities that Canadians have access to, including questions regarding individual companies, ETFs, tax implications, index investing, and more! Philosopher Jeremy Bentham has been regarded as the "father" of the ticking time bomb argument. In fact, The New York Post has recently suggested HBO alone is worth more than Foxs $80 billion bid for all of Time Warner. the 773 % was from when to when? Im pretty sure its the same stock thats been teased for years now the same one we exposed here. Titan's drones travel at altitudes of 20 kilometers and can have satellite-typical functions, such as weather or space photography. The "ticking time bomb" stock they're teasing is The Trade Desk (TTD), which is a tech company that provides a software platform allowing real time bidding (RTB) for digital ad buyers. I saw this teaser and wondered if I could figure it out without joining Motley. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. The Motley Fool has adisclosure policy. [16] In contrast, one of the shows' creators has stated: Most terrorism experts will tell you that the ticking time bomb situation never occurs in real life, or very rarely. This automated push marketing is insane, agreed. The ER needs 30 more nurses to meet the demands of the West Island population, many of whom are . 2 Reasons to Avoid a Roth 401(k) for Your Retirement Savings, Want $1 Million in Retirement? So thats whats got folks interested today: Toms brother David a legendary investor who picked Amazon at $3.19 has gone on record also recommending investors buy this same exact stock. Cable has managed to survive by holding onto HBO and sports networks exclusively, but its grip on these entities is crumbling. Spotify Stock Is Soaring This Year: Has the Company Finally Made a Turnaround? Does that mean it will definitely go up several hundred percent like Facebook? CoreSite just upped its payment on December 6, 2013. And with the two-sided marketplace, Spotify is selling labels the right to promote certain music to certain users Spotify knows will enjoy it. . In October 2014, HBO announced that in 2015, youll be able to subscribe to HBO by itself without a cable subscription. I really dont know the details of these statistics. Links to outside information and information share are welcome, soliciting is forbidden -- Stock Gumshoe cannot serve as an exchange for buying, selling or trading information beyond what you post in your comments for public view. And the only way for that to resolve itself is with programmatic advertising. Good Investment or Not? Which is why, of course, you have to make your own decision is the underlying growth enough for this richly-valued small cap? It seems that people aren't quite as optimistic as they once were with this company, largely due to the recent pandemic's economic affect, but there are still many proponents and it's still a stock that is held by a fair amount of hedge funds. It's often a bullish signal when company executives and other insiders use their own money to buy the company's stock on the open market. I wish I had bought it during the dip in April. Given that the 800,000 warrants cost Ek 14.6 million euros, each warrant cost 18.25 euros. But still, we want to know what the stock is whats the story? Andrew Tseng owns shares of Netflix and Spotify Technology. One of the most used thought experiment in the torture debate is the "ticking time bomb" scenario. They've actually been teasing this same stock since at least 2018, and maybe earlier. In the sense that its costing more. Please do not use personal information (like your email address) in the text of your comments. The Motley Fool has recommended this stock four times already in the past year, and each time its gone on to crush the market. This is at no extra cost to you, and rest-assured that we only recommend what we use ourselves and find beneficial.*. Detail of Offer: Act Now and Get CEO Bets $624 Million on TV's "Ticking Time Bomb" at To Get CEO Bets $624 Million on TV's "Ticking Time Bomb" from. Members of the editorial and news staff of USA TODAY Network were not involved in the creation of this content. Neither the publisher nor the editors are registered investment advisors. FiOS Internet penetration (subscribers as a percentage of potential subscribers) was 40.6% at the end of third quarter 2014 compared with 39.2% at the end of third quarter 2013. But heres the real kicker about this Total Conviction buy… This tiny little internet company is about1/279ththe size of Facebook. Canadians interested in investing and looking at opportunities in the market besides being a potato. No one wants to pay more than they have to, and the savings consumers are beginning to realize are hard to ignore. That is equivalent to $20.71 per warrant, given one euro was equivalent to 1.135 U.S. dollars on July 1. Great to Relax or Sleep! So if podcasting and the two-sided marketplace are successful, Spotify's profit margins should grow significantly over the next two to three years and help justify Ek's investment in the warrants. Nobody wants oil and gas stocksexcept me. Add in land it is holding for development, and capacity can grow 98%. Our internet cable speed is 0.8mbs in our little town in the mountains, which is 30X slower than the nearby town but Netflix Hulu, and Amazon work fairly well. pick 2 up 1000% the next day then fell to zero later on but a 2000% increase is calculated for these two picks? So thats what were after, and thats what we do.. Currently trading @ $210. Invest better with The Motley Fool. And so thats making it so that its less effective on a per-dollar basis than its been, and yet the cost of content is going up. "But he's betting all of it - $429,607,700 to be exact - on something he's calling a 'ticking time bomb.' "You see, Tom thinks this company's product holds the key to even higher earnings as more and more people ditch cable for streaming TV." Thus the decision-maker has no grounds for certainty that the value of the lives saved from the ticking bomb will outweigh the value of the lives lost because of the subsequent disorder.