Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Show more
26 Oct 2023

Meta’s ad rebound gets huge assist from China even though its services are banned there

Meta may be banned from operating in China, but the company is counting on advertisers there to boost its growth. Finance chief Susan Li told analysts on Wednesday’s earnings call that Chinese companies played a major role this quarter. Online commerce and gaming “benefited from spend among advertisers in China reaching customers in other markets,” Li said. Source: CNBC

25 Jul 2023

The "X" war...

As highlighted by The Kobeissi letter, Meta currently owns the trademark for "X" in relation to "online social networking services." However, Microsoft owns the trademark "X" as it relates to online chat rooms and finance. Meanwhile, Twitter wants to make "X" into an everything social network with finance and banking. All while Twitter is suing Meta for copying Twitter... Source: Kobeissi letter

1 2

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks