Social media isn't free. Facebook made over $139 from the average North American user in 2019, and that's just the tip of the iceberg. The actual cost to each user is roughly 10-20x higher than that.
Amazon's ad business is larger than YouTube. Amazon's subscription business is almost as large as Netflix. But you had no idea because both businesses are so frequently overshadowed by AWS and Amazon's e-commerce platform.
Slack's stock has been in the dumps since going public over fears that Microsoft Teams may dominate as the de-facto network for business collaboration. But are those fears an accurate reflection of reality?
Virgin Galactic is a $3 billion company with no material revenues. But their mission of sending thousands of people up to space could justify their lofty valuation if their upcoming commercial launches go as planned.
Apple's AirPods have become a global hit since their launch in late 2016. But what can investors learn from their success? Are they just an iPhone accessory? Or the formation of a new app ecosystem?
Elon Musk runs Tesla with all his money and reputation on the line. Can the same be said for the CEOs of Ford and GM?
Tesla's auto business is starting to resemble Apple's business. It's time investors recognize the high-margin services Tesla is rolling out.