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cable tv's ticking time bomb stock gumshoe

Can their access to streaming video advertising give them any edge over behemoths like Alphabet? Fundamental analysis – (though not 100% applicable for a high growth company) shows its overvalued by ~ 550% i.e. save. An example: The Trade Desk now trades for $299 / share — up almost 5X from this article. “Yet, we think it has a jaw-dropping market opportunity that could be bigger than 2016 total sales of Apple, Amazon, Facebook, and Google – combined! This site uses Akismet to reduce spam. Thay called me a motly fool back in 1991 when Thay asked me what stock would I invest in I tould them penny stock Thay said I was a motly fool but stated Thay would invest and if payed off start a conversation motly fool fund. And the content is costing more. Fool’s “Ticking Time Bomb for Cable TV” pitch. No, we don’t “all have cell phones.”. “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.”. And yes, I suppose to some degree he’s “betting it all” on The Trade Desk’s future, but, of course, he didn’t buy those shares at today’s price, he has them because he founded the company… and he’s not a “never sell” CEO — just from a quick scan of the insider transactions, it looks like he’s sold well over $70 million of his shares over just the past year (most of that was in his initial big sale after the post-IPO lockup period, but he has continued to sell smaller chunks continually since then)… so don’t weep for him or overstate his financial commitment — I’m sure he’s giving the company his all, but he’s still got that $70 million to keep him in chicken and waffles if this “bet it all” company fails. And the way that you fund media is by making advertising better, and creating a better monetization engine for all of media. Why these ecosystems could be make or break in our fight against the climate crisis . I kept my Internet access and just dropped the TV/phone. For more information, read our disclaimer and privacy policy. Do you guys think it’s too late? For more information, read our disclaimer and privacy policy. “It’s a little internet company that’s growing at a torrid pace – profit grew 86% in the last quarter alone!”. Which is why, of course, you have to make your own decision… is the underlying growth enough for this richly-valued small cap? No! If I do that my internet access cost INCREASES TO DOUBLE OR MORE than when I have Triple Play of telephone, internet and cable!!! Currently trading @ $210. Which is, especially in traditional TV where the users are going away, the number of people watching is declining, but the cost of providing the service has been going up. Two years from now CBS will double, and CVS (up recently) but nowhere where it will be this time next year—and it goes ex-divd. “across the 21 stocks Tom and David have agreed on…, “The average return for each stock is an astounding 473%!”. Which is why, of course, you have to make your own decision… is the underlying growth enough for this richly-valued small cap? Fool’s “Ticking Time Bomb for Cable TV” pitch. Think the Foolish brothers will be right with their “Total Conviction,” or do you remain unconvinced? Really??). 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! Here are some cheap ones the come to mind: CVX (the very best), XOM (the next best), MUR, XEC. What is the point of this sort of vague, drive-by ad-hominem attack? They've got a stock they think will benefit, which is one of their "Total Conviction" recommendations and, they say, looks like a pre-IPO Facebook. 06/12/2013. One of the better stock pickers IMO. See ticking time bomb stock video clips. I’m a bit new to stocks in general, but this same “buy now” from motley came to my inbox today, 9/16/19. of 16. timebomb bomb dynamite picture of cartoon explosion isometric bomb ticking bomb dynamite bomb boom time time bomb countdown explosive device bomb background. So that’s what’s got folks interested today: “Tom’s brother David – a legendary investor who picked Amazon at $3.19 – has gone on record also recommending investors buy this same exact stock…. I live in Ecuador part time and the net is nowhere near that in the USA. Had been disappointing until this last month. By Travis Johnson, Stock Gumshoe, March 12, 2018. So that’s what we’re after, and that’s what we do.”. One of the better stock pickers IMO. I picked some up last month at about $27. 3 Reasons AT&T Inc. (T) Stock Is a Ticking Time Bomb Evidence suggests AT&T stock is ready to implode By Will Ashworth , InvestorPlace Contributor Jan 13, 2017, 9:35 am EST January 13, 2017 Checking up on the latest Motley Fool Stock Advisor ads... What's the David Gardner-recommended stock suppling components for Apple's big products announced yesterday? In case you’re curious, the only clue that really doesn’t make sense, on the surface, is the $429 million “CEO bet” number… Jeff Green only holds about $6.8 million worth of the Class A shares. Fool’s “The Tiny Black Box That Could Eliminate Cable” and “Cable TV’s Ticking Time Bomb” teasers. Yep, I’m afraid so — this ad is pretty similar to one that the Motley Fool was running around Christmastime, but going by the updated numbers in the ad I can confirm the Thinkolator’s answer, with more certainty… as they were doing back in January, the Motley Fool is teasing The Trade Desk (TTD) as a Gardner brothers “total conviction” pick. apply for the unlimet daTA AND PAY ONE SET AMOUNT A MONTH IS 8O% CHEAPER. “Programmatic” is on the ad buyer end — it basically means using more technology and analytics to place ads more beneficially. It was hard to get tv in that location on the air and rather expensive for the services. and How can I see that the volume died out ..before the spike on Feb 22? I will pay whatever is necessary NOT to see ads. I’m a Motley Fool subscriber and Tom has been MONEY. Perhaps, that’s why I’m not as rich as the Motley Fools! 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. and How can I see that the volume died out ..before the spike on Feb 22? Well, I guess them boys knew what they were talking about. Brian Lowry. on 10/23. The Motley Fool has been making successful stock picks for many years, but we don't always agree on what a great stock looks like. The company’s stock is ... 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 … “And the only way for that to resolve itself is with programmatic advertising. I’m sure that number is accurate, but it’s also over a long period of time and, more importantly, it is dramatically skewed by a couple hugely dramatic stock gains — particularly the 8,000%+ gain in Netflix (NFLX) since both brothers jumped on it more than a decade ago. I have since moved to the $100/month 300 mb – 2 gig data plan which is more than sufficient to stream multiple devices at once with zero buffering. its been up in the $30’s but settles back to about $28 for now. David asked me to work for him doing data and data checks in my Gmail.back then,so I did for them.tell 1993 I did not talk to David again tell the summer of 2001 wen I asked for the mony Thay owed me for the work I did in my Gmail for them.he asked me too work again for him again data an bata checks.he started someday I would be payed.well I would like my payment back from the ones that lied aboute me and stold my data and stocks,thay lied about me I worked for them.and you say thare here then have them pay me for the years of data bata work I did for them,in 2016 before Tom past on .all kinds of data was should from my phone data belonging to me from them for my job,now some ones at fault.and I won’t my pay.david upon leaving had over 180 millon.an Tom Gardner 18 billon.in the green.why was I should from.??? The “ticking time bomb” quote, by the way, is also from that interview Green did with the Fool — here’s 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, it’s essentially them double-paying. So we’re super excited about the fact that dollars are moving into programmatic advertising, and the way that that’s working is in the new apps that you’re getting on your Roku or your Apple TV or your Samsung TV, the ones after Amazon and Netflix, like a Hulu or a Sony Crackle or a TBS, all of those have some amount of ads, or at least an ad option. Adding a couple of $20 antennas to my various TVs allows me to access all major networks which all broadcast in digital (it’s as clear, and often clearer, than the HD cable channels) . It so happened that the latest earnings report was fantastic, which was probably a relief to shareholders after the November collapse in the share price, so the stock enjoyed a nice 20% pop or so last month and looks a bit more difficult to buy now. We’ll see. I’m a bit new to stocks in general, but this same “buy now” from motley came to my inbox today, 9/16/19. Those are the super-voting shares that they created, copying titans like Google and Facebook, which basically ensure that TTD’s 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. I have a q about streaming. You did well. Normally you'd have to buy into their Stock Advisor subscription to … Just wanted to say thanks, because I had so bought into the Fool myth that I hadn’t looked into things as well as I might’ve. And the price of the ads has been going up, even though fewer people are watching. I did see an earlier Fool recommendation on TDD and when the stock had its big drop in November, I picked up 100 shares at 51. That’s why I have Netflix and Hulu to begin with. 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). on 10/23. Hoping it’s now on its way back up, but still a little way from where it was before the drop. “And so the TV ecosystem today, we think of as a little bit of a ticking time bomb. This thread is archived. David asked me to work for him doing data and data checks in my Gmail.back then,so I did for them.tell 1993 I did not talk to David again tell the summer of 2001 wen I asked for the mony Thay owed me for the work I did in my Gmail for them.he asked me too work again for him again data an bata checks.he started someday I would be payed.well I would like my payment back from the ones that lied aboute me and stold my data and stocks,thay lied about me I worked for them.and you say thare here then have them pay me for the years of data bata work I did for them,in 2016 before Tom past on .all kinds of data was should from my phone data belonging to me from them for my job,now some ones at fault.and I won’t my pay.david upon leaving had over 180 millon.an Tom Gardner 18 billon.in the green.why was I should from.??? By clicking any link on this page you are giving your consent for us to set cookies. And because we can target them in a way that television ads never could, as well as the fact that there’s a degree of scarcity right now, because there isn’t that much inventory, it’s making those ads go for a premium, which is actually making it so that more content owners are trying to make their content available in apps like that.”. Don`t give yourself an excuse to sit by the sidelines, saying "maybe next time" while Tom and David`s pick for what may be the next grand slam stock whizzes by - just click the button below to learn more! The exodus of HBO in 2015 won't be the deathblow, but the demise of cable is coming. report. Late 2017 they said 2018 stock was Appian . “Renowned investor Tom Gardner has identified a stock that he thinks resembles Facebook before its IPO. That's what makes us "motley", and it's Given what it is I would think it could be a very good stock going forward a year or so. Nature’s ticking time bomb? Think the Foolish brothers will be right with their “Total Conviction,” or do you remain unconvinced? share. I was paying $200/month………that’s $24,000 in 10 years. Their business model may be a house of cards unless someone can tell me why I would watch ads if I don’t have to on streaming services? DITCHING CABLE!!! Of course, any CEO could say that simply to build up hype and push the company’s stock price higher … but this CEO is putting his money where his mouth is. 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. Quick Recap. (The Class B shares are essentially the same as Class A when it comes to ownership, it’s just that they come with 10X as many votes… so Green individually has something like 30% voting control, and other insiders also own Class B shares.). I don’t 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. Cable TV “tickling time bomb” stock promoted by Motley Fool. So part of their thesis is that there’s more to come from the “cord cutting” surge as people cancel their cable TV and rely on online streaming… and that this company is somehow making money from that: “… while the ‘cord cutting’ trade has pushed millions of investors into Amazon, Netflix, and Disney… all of which are near all-time highs. “It’s a little internet company that’s growing at a torrid pace – profit grew 86% in the last quarter alone!”. Given what it is I would think it could be a very good stock going forward a year or so. The last bit has really gotten me to question people who’s intention is to quiet other people from respectfully sharing the TRUTH about anything, which is my way of saying thanks for reminding me to never assume anything, and don’t let the guy in the hat discourage you. By clicking any link on this page you are giving your consent for us to set cookies. I wish I had bought it during the dip in April. value ~ $32. While I may be spending close $140/month now I am actually spending that money on content I really want and things I really use AND I’m getting significantly higher connection speeds. Well, it’s a pitch for the Motley Fool Stock Advisor newsletter, which is helmed by the founding Fool brothers Tom and David Gardner. One Stock for the Cannabis Boom; One Stock for the Death of the iPhone; The All-in-One Stock for Apple's Latest 'Hail Mary' AI Disruption Playbook; Cable TV’s Ticking Time Bomb; Triple-Buy Alert: The Tiny Stock That Could be the Next Berkshire; Tom Gardner’s Double Down Stock; Autonomous Vehicles - Not Just Sci-Fi Anymore; See more EXPLORE . Please do not use personal information (like your email address) in the text of your comments. This site uses Akismet to reduce spam. And so that’s what we think is creating the ticking time bomb. ?Michael Jimmy Ray DeLao.i I got no reason to lie ,most people around here got mad cus I was allwase working for them in my Gmail.the data would come in my Gmail I would put in my Gmail an if I make tell the end of the data go on to the next if not red flag it stop and go to next Thay would fix and I would do again.check back 1991 thru 1993 and 2001 thru 2009.agan David called me the motly fool he said hes was going make me a million air.my funds pleas. His record is posted on the site. Does that mean it will definitely go up several hundred percent like Facebook? Just curious – anyone know what the “only 21 stocks” that both Gardner brothers have agreed on are? 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). Strange that the stocks were in reverse suddenly, who and what to trust, eh? Interesting comments though, notably missing your cell phone charges. We use cookies on this site to enhance your user experience. “Renowned investor Tom Gardner has identified a stock that he thinks resembles Facebook before its IPO. Nobody wants oil and gas stocks—except me. Yes, that’s the same family I’ve been holed up with 24 hours a day for the past four months… but for the […] On the other hand, for those looking for a reason to be a bit more skeptical, the fundraising over the past year and a half, including the IPO, means the revenue PER SHARE is not really growing yet (red line)… that ought to improve, since they generate enough cash to sustain the business at this point, so there’s no clear reason why they’d need to sell a lot more shares in the future, but that doesn’t mean they won’t. When that happened I realized that I was paying top dollar for things I didn’t need, i.e. Your mileage may vary, of course — and it’s your money, so what matters is what you think — are you convinced that The Trade Desk will grow to dominate the automated ad buying process for online streaming, or otherwise expand its market in programmatic ad buying? Well, it’s a pitch for the Motley Fool Stock Advisor newsletter, which is helmed by the founding Fool brothers Tom and David Gardner. 11 comments. Five years from now, I think you'll probably wish you bought this stock. So is this, perhaps, one that we’ve already covered? So we’re a buy-side platform, as they call it, which is a set of tools that helps agencies and advertisers buy all-digital media, so whether that’s Spotify or Hulu, or The New York Times, or Motley Fool, to essentially buy the ads on those sites using data and to make certain that you get the right ads in front of the right customers. I bought it at 47 and sold it at 58..BUT when I look at the graph. Cutting out the TV/phone package lowered my bill to $89/month and allowed me to upgrade to their highest Internet-only option. One Stock for the Cannabis Boom; One Stock for the Death of the iPhone; The All-in-One Stock for Apple's Latest 'Hail Mary' AI Disruption Playbook; Cable TV’s Ticking Time Bomb; Triple-Buy Alert: The Tiny Stock That Could be the Next Berkshire; Tom Gardner’s Double Down Stock; Autonomous Vehicles - Not Just Sci-Fi Anymore; See more If you are not a member Stock Advisor, you can sign up for Stock Advisor here.. I got rid of dish, direct tv and broadcast tv when I got a 30 dollar Walmart roku stick. When that happened I realized that I was paying top dollar for things I didn’t need, i.e. “Renowned investor Tom Gardner has identified a stock that he thinks resembles Facebook before its IPO. 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. What do you think. Vacation time! I did this when the bill for my bundled package rose from $168/month to over $200/month. No! October 31, 2013, 8:50 AM . “This tiny internet company is about 1/279th the size of Facebook. If their solution is “programmatic advertising”, I foresee a rebellion. The Trade Desk has been touted by both Gardner brothers at the Fool over the past year or so — Tom Gardner teased it as the stock that “looks like Facebook before its IPO” a few times, and more recently as the small California stock for Cable TV’s ticking time bomb, and the stock has been ludicrously successful this year as they benefit both from the trend of advertisers looking to get out of the … Appian does not pay a dividend. Green also holds stock options and is probably granted stock and options with some regularity as part of his compensation, though he has pretty consistently sold off his Class A shares, so his shareholding does fluctuate… and, of course, the price per share fluctuates quite a lot. “This hidden company has been raking in cash from deals with industry titans… with almost no fanfare from Wall Street”, “The Motley Fool has recommended this stock four times already in the past year, and each time it’s gone on to crush the market.”. Anyone here has any idea what’s the stock promoted by Motley Fool that is touted as the cable TV “ticking time bomb” ? If you are not a member of Stock Advisor, you can sign up for Stock Advisor here. Is TTD going to fly from here? Currently trading @ $210. That enough hype for you? And today is your chance to learn the full story on this remarkable company. As to the “cost of content”, I think there is a need for “more data” on that. ?Michael Jimmy Ray DeLao.i I got no reason to lie ,most people around here got mad cus I was allwase working for them in my Gmail.the data would come in my Gmail I would put in my Gmail an if I make tell the end of the data go on to the next if not red flag it stop and go to next Thay would fix and I would do again.check back 1991 thru 1993 and 2001 thru 2009.agan David called me the motly fool he said hes was going make me a million air.my funds pleas. Checking out the first wave of "best stock for 2019!" So that’s what’s got folks interested today: “Tom’s brother David – a legendary investor who picked Amazon at $3.19 – has gone on record also recommending investors buy this same exact stock…. Cutting out the TV/phone package lowered my bill to $89/month and allowed me to upgrade to their highest Internet-only option. Can they continue to grow as the market for programmatic advertising grows? Here’s the teaser pitch that caught the attention of some Gumshoe readers this morning: “Not to alarm you but you’re about to miss an important and rare event. I tended to think of them as a dynamic duo, but, being more impatient rather than less, as I age, as soon as my APPN FINALLY pulled back up to my buy price, I sold it. Strange that the stocks were in reverse suddenly, who and what to trust, eh? These cables were tested by the Australian Cablemakers Association (ACA) under its Approved Cables Initiative (ACI) program and reported to the relevant Government Authorities. but figures slightly changed to show he has now invested alot more (b/c share price is higher). I don’t think it pays a dividend yet. This is your last Friday File of July, I’ll be off for two weeks to spend time with my family, and Stock Gumshoe will mostly be in hibernation during that time. By now the industry is well aware of the product recall of Infinity branded cables. I have a q about streaming. No &*^%$ way. Disagree completely. I “cut cable” in 2014. If you are a big fan of one or more of those, you could buy their individual season packages. So there you have it… more confirmation that the Fools are “total conviction” on The Trade Desk. “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.”. Your mileage may vary, of course — and it’s your money, so what matters is what you think — are you convinced that The Trade Desk will grow to dominate the automated ad buying process for online streaming, or otherwise expand its market in programmatic ad buying? Succinctly, more is being spent on content, but I’m not sure we could state that the “cost” (apples to apples) is skyrocketing. But wait, there are Class B shares, too… how many of those does he hold? Although I do get my NFL games through the local stations, few local stations broadcast NBA, NHL or MLB games. Don’t you need the fastest possible internet connection to get uninterrupted streaming of a movie or other long program? Aurora Cannabis' Ticking Time Bomb The Canadian cannabis producer is less than six months away from a looming deadline. (Or even just a corner where competition is not as fierce yet?) But you can also see, if you layer the revenue on top (orange line), that the business is growing nicely. “Renowned investor Tom Gardner has identified a stock that he thinks resembles Facebook before its IPO. And the way that you fund media is by making advertising better, and creating a better monetization engine for all of media. This valuable report is called "Cable TV's Ticking Time Bomb: An Investor's Guide to the Cord-Cutting Revolution." Let us know with a comment below. Here’s the teaser pitch that caught the attention of some Gumshoe readers this morning: “Not to alarm you but you’re about to miss an important and rare event. Please do not use personal information (like your email address) in the text of your comments. 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. of 16 . I can’t predict the next 2 much the less the next 10. I don’t know the answers with any certainty, which is why it’s a fairly small position — but I like what they’re doing so far, and I like their ambition. roku is free and if I did not have a separate roku set up elsewhere I could get my xfinity stream over it. 83% Upvoted . And the price of the ads has been going up, even though fewer people are watching. My main room accesses over 24 local/regional channels including all major networks, PBS, CW, and Univision. What's the latest tease from Motley Fool Stock Advisor all about? New comments cannot be posted and … The stock is now around $400. Learn how your comment data is processed. One downside is the lack of viable options to watch certain sports. We’re always collecting investor opinions about the newsletters they’ve subscribed to — so if you’ve ever taken Motley Fool Stock Advisor for a whirl, please do click here to share your thoughts on that service with your fellow investors.

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