The social media revolution may seem like old news. But it could also just be getting started. The key point to appreciate here is “influence” – influence over public opinion and consumer decisions. Given that many of the top players in this space have access to hundreds of millions of people, and given that they […]
CMGR
Why Clubhouse Media (CMGR) is a Bigger Story than You Think (FB, PINS, SNAP, CMGR, TTD, TWTR, VIAC, ROKU)
Clubhouse Media Group (OTC US:CMGR) is a rapidly developing story that has gotten little traction with retail investors yet, despite what appears on its face as a very strong thesis, a unique model with a strong narrative looking ahead in its industry, and extremely robust metrics that 20th century investors have difficultly appreciating, but in […]
Nextdoor SPAC Deal Set to Infuse Juice into Social Media Stocks (FB, TWTR, CMGR, SNAP, PINS, SOCL)
Traders and investors should expect the social media space to regain the spotlight following yesterday’s news that growth juggernaut Nextdoor – the hyperlocal neighborhood social network – is getting set to go public. The deal is expected to be worth $4-5 billion and will happen via SPAC (sponsored by Khosla Ventures). According to Axios, when […]
What Lies Ahead for the $150B Ad Industry (CMGR, ROKU, VIAC, PINS, SNAP, TTD)
There’s $150 billion in annual spending that has become homeless. It now wanders around the global economy, aimless, lost, searching for a new home. This $150 billion is the global advertising budget, and it used to know exactly where to go each year: about 33% to cable companies and major networks on TV, roughly 33% […]
Is Clubhouse Media Group Inc (OTCMKTS:CMGR) Hugely Undervalued Due to Key Intangible Assets?
The title of the piece introduces an interesting question. It is always tough to discuss valuation, as a concept, for a pre-revenue company. While Clubhouse Media Group Inc (OTCMKTS:CMGR) isn’t actually pre-revenue, we can discuss it as such because it has barely scratched the surface of its true monetization potential given its built-in network-effect capital. […]
