(This story first appeared on Seeking Alpha (SA) today, and was written by Alessandro Pasetti, the founder of Hedging Beta.) Summary Slowing user growth is a big problem for Twitter. Its income statement is mildly better than last year. Pay attention to its capital structure and to the composition of adjusted EBITDA going… Read More
Stock-Based Compensation Up Or Down? Why It Matters For IBM
(This story first appeared on Seeking Alpha (SA) today, and was written by Alessandro Pasetti, the founder of Hedging Beta.) Summary The debate rages on over the valuation of IBM. I don’t know who is right, but my attention has been caught by trends for one non-cash item: stock-based compensation costs. On the… Read More
The Hedge, 27 October (Wal-Mart, TalkTalk, Google, Twitter, MasterCard, Chase, Etsy & RBS)
The Hedge covers the main news reported by other sources on the web that should have caught your attention over the past 24/48 hours. We monitor and select top stories that truly deserve your attention both on a daily and weekly basis. We invite our readers to share with us any… Read More
Panalpina SEO Audit: Thumbs Down!
We have investigated the financial position of Swiss freight forwarder Panalpina today, and our findings will be soon released on theloadstar.co.uk We have also performed a SEO audit of its website, which doesn’t include actionable leads at this stage. SEO Audit Criteria Score: Critical areas where intervention is needed on a scale from… Read More
HB Weekly Wrap 19 – 23 October
Top News Of The Week 23 October Hackers: TalkTalk Is Under Attack (coverage & thanks to IT Pro, 23/10/2015) China’s Smartphone Market: Huawei’s The Top Smartphone Seller In China (coverage from & thanks to Tech Crunch, 23/10/2015) 22 October Microsoft Earnings: Cloud & Enterprise Businesses Deliver Strong Results (coverage from & thanks to Forbes, 22/10/2015) Amazon’s Q3 Results: AWS Contributes To Profit Growth (coverage from & thanks to BBC,… Read More
The Hedge, 20 October (Apple, Uber, Amazon, FB, Spotify & IBM)
The Hedge covers the main news reported by other sources on the web that should have caught your attention over the past 24 hours. We monitor and select top stories that truly deserve your attention both on a daily and weekly basis. We invite our readers to share with us any… Read More
HB Weekly Wrap 12 – 16 October
We monitor companies whose online strategy plays a very important part in their business model, combining SEO analysis with a quick take on some of their key financial metrics. Our full analysis package including actionable leads is available only to our premium clients. For a SEO audit of your website contact us at: info@hedgingbeta.com. … Read More
DSV SEO Audit: A Mixed Bag
We have performed a SEO audit of DSV’s website and its subdomains today, which should be read alongside our SEO analysis of UTi Worldwide. Our analysis has focussed on a limited number of landing pages and sub-categories through a top-level navigation approach that is a good proxy for the online performances of… Read More
UTi Worldwide SEO Audit: A Poor Web Performance
We have investigated the $1.35bn takeover of UTi by DSV for the loadstar.co.uk this week, and we have also performed here a SEO audit of the website and the subdomains of the former. Our SEO analysis has focussed on a limited number of landing pages and sub-categories, which have been identified through a top-level navigation… Read More
The Hedge, 15 October (Deezer, Netflix, Linkedin, Skype, Square, Google, Uber, Twitter, Apple, Ola, PayPal, Pinterest & Facebook)
The Hedge covers the main news reported by other sources on the web that should have caught your attention over the past 24 hours. We monitor and select top stories that truly deserve your attention both on a daily and weekly basis. We invite our readers to share with us any… Read More