Archive for November, 2013

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Quick Thoughts – BAC: A Capital Tsunami

Since the Fed released guidelines for the 2014 CCAR process on November 1st, investors have expressed concern that the stress tests have been stiffened and that more capital than previously expected will be trapped in the banks in general and

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US Payments: Winners and Losers in Mobile

On Thursday, Google announced Android support for “host card emulation” which places payments credentials in the cloud and allows them to be securely accessed by mobile applications including digital wallets; in particular, NFC-enabled wallets no longer need to access the

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Quick Thoughts: A Busy Day in TMT – A Whole Lotta Shaking Going On

– QCOM delivered on the top line, but missed EPS due to $0.10 of litigation costs. 4Q guidance was cautious, but CEO Jacobs blessed a double digit 5 year CAGR for sales and earnings. – Meanwhile, CBS handily beat estimates

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November 3, 2013 – Twitter: Out of the Nest, Into the Sky

  TWTR sales growth will be driven by 5 factors: number of users, engagement by users, ad density, ad pricing and additional monetization vehicles. Monthly active users were up 39% YoY in 3Q13, with considerable further room for growth, given

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