Snap's Crackling Earnings And The Advertising Space (Podcast Transcript)

5/4/20

Daniel Shvartsman: Welcome to The Razor's Edge. Daniel Shvartsman, I’m joined by Seeking Alpha author Akram's Razor as always. The Razor's Edge features ideas that Akram has been following for his investing, for his Seeking Alpha Marketplace service also called The Razor's Edge. I bring my perspective as more of a generalist investors and we get into sectors.

We get into a lot of tech names, not always tech names and we look at how they may play out. We look at any research that goes into the thesis. If you’re interested in more of these ideas, I encourage you to check out The Razor's Edge on the Seeking Alpha Marketplace. You can do that by typing in Razor's anywhere on Seeking Alpha search bars, it will pop up or Akram is a good service for just ongoing flow and ideas.

This week we’re talking about Snap. The social media messaging company reported earnings this week and the stock popped, no crackle involved here I think. But the company posted pretty solid growth for Q1 and additionally said that they've been growing year-over-year so far in Q2. We’ve got a constellation of reports or news bits coming out of the Internet advertising space.

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