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Showing posts from September, 2018

How the Web Changed Dating Forever

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Mozilla invited online dating coach extraordinaire Laurie Davis Edwards  to share her thoughts on the good and bad of finding love on the web.  Turns out it takes more than a quick swipe right to get it perfect. “Virtual Connections” is the theme of next week’s podcast. Subscribe today. Imagine your dating life without online dating. What if there were no dating apps or sites, no social media to connect with new people? Maybe you wouldn’t have met your current partner — love would be lost. Or perhaps you’d go out more often and flirt face-to-face — opportunity would be gained. As an online dating coach, I’ve witnessed both the incredible gift that dating on the internet is, and the ways that we allow technology to get in our way in relationships. I’ve sat next to the man who met his wife on a dating site, and I’ve been the girl who was catfished before the term existed. Without online dating, families would not exist, my own included. My husband and I met on Twitter ...

Rapid Fire: Sandy Sage wants to make password management easier with Firefox Lockbox

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How many times have you tried to drum up a memorable password for a new account only to give in and type in a old one instead? You’re not alone. Right now the average person has around a hundred online accounts, and that number is doubling every five years. Many of us still rely heavily on our memory to recall passwords for all those accounts, and that leads to password reuse, which is risky for privacy and security. Making password management easier for people is top of mind for Sandy Sage, Senior Staff Product Manager for Firefox Lockbox. I caught up with Sandy to hear more about Firefox Lockbox, her take on digital privacy and where she falls on the pronunciation of GIF. ~   ~   ~   ~ What are you most excited about at Firefox right now? Firefox Lockbox! It’s our unique take on password management, taking the passwords that people already save in the browser and breaking them out of the browser, giving people the ability to use them wherever the...

New Features in Firefox Focus for iOS, Android – now also on the BlackBerry Key2

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ince the launch of Firefox Focus as a content blocker for iOS in December 2015, we’ve continuously improved the now standalone browser for Apple and Android while always being mindful of users’ requests and suggestions. We analyze app store reviews and evaluate regularly which new features make our privacy browser even more user-friendly, efficient and secure. Today’s update for iOS and Android adds functionality to further simplify accessing information on the web. And we are happy to make Focus for Android available to a new group: BlackBerry Key2 users. On point: find keywords easily with “Find in page” feature for all websites Desktop browsing without the “search page” feature? Unthinkable! On mobile, it is now also super simple to find the content you’re looking for on a website: Open the Focus menu, select “Find in page” and enter your search term. Firefox Focus will immediately highlight any mention of your keyword or phrase on the site, including the count of instances. Yo...

WeTransfer keeps privacy and community at heart

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whis spring, the fight to restore net neutrality was on the top of our minds at Firefox HQ . Our public opinion poll showed that the majority of Americans overwhelmingly support strong net neutrality protection, which we believe preserves innovation, competition and user choice. A chorus of voices was rising for the cause. Among the coalition of organizations that spoke up for net neutrality, WeTransfer, the independent file transfer and sharing service, took an especially delightful approach to inspire action from its creator community. Earworm alert: While the net neutrality battle continues, we knew we had found a friend and partner in WeTransfer. At Firefox, we believe the web should be open to everyone, a place for unbridled innovation, education and creative expression, and we strive to make the online community a better place. We applaud people and organizations who share our vision for a healthier internet — like WeTransfer, who believes creative thinking can change the wo...

Make your Firefox browser a privacy superpower with these extensions

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Privacy is important for everyone, but often in different ways. That’s part of why Firefox Extensions are so powerful. Starting with a browser like Firefox , that’s built for privacy out of the box, you can use extensions to customize your browser to suit your personal privacy needs. We’ve put together a  collection of 13 of our favorite privacy extensions , all made to help give you more control of your personal information. Firefox Multi-Account Containers Firefox Multi-Account Containers lets you keep parts of your online life separated into color-coded tabs that preserve your privacy. Cookies are separated by container, allowing you to use the web with multiple identities or accounts simultaneously. This is a great extension for people on shared computers or who have multiple accounts for services like Google or Amazon. Facebook Container This extension helps you control more of your web activity from Facebook by isolating your identity into a separate contai...

Twitter Mozilla Responds to European Commission’s Google Android Decision

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Denelle Dixon  July 18, 2018 The decision by the European Commission today to sanction Google for practices regarding the Android mobile operating system drives home the importance of true openness in the mobile ecosystem. These are complex issues, and we expect that we will be evaluating the remedies and their repercussions for some time. We are hopeful the result will help level the playing field for mobile browsers like Firefox, and to foster openness that creates and sustains competition and innovation. For Mozilla, these issues of innovation, openness, and competition speak to our history. Twenty years ago, we made Firefox to combat the vertical integration of Microsoft Windows and Internet Explorer. Today, we are again witnessing vertical integration concerns on a larger scale, with powerful players at all parts of the internet ecosystem. Mozilla’s 2018 Internet Health Report identified decentralization as a major goal to promote a healthy internet. Tar...

Overbought Roku May Become Next Broken Tech IPO

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Late in a bull market, the quality of companies launching IPOs often declines. Roku is another money-losing tech IPO that has the feel of insiders cashing out on the public. Roku has never been profitable in 15 years. The $14 IPO price appears to have been arbitrary without a supporting thesis for this apparent overvaluation. Roku has followed the pattern of other hot IPOs whose prices have spiked initially but then sold off sharply to give back much of the initial gains. The market may continue to sell this much-hyped IPO lower to a more reasonable valuation as questionable fundamentals and rising competition from superior companies are factored into the price of this stock. Some IPOs are to fund future growth. Other IPOs are for management to begin cashing out. It is important to differentiate. Trader's Idea Flow believes that Roku will become the next broken tech IPO to trade below its IPO price of $14. This idea was discussed in more depth with me...

The RoCoup: Platform Businesses And The Future Of Entertainment

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Roku successfully positioned itself as a key participant connecting consumers and their content in a rapidly evolving entertainment economy. So successfully, that the $1 billion IPO doubled to well over $2 billion as it freed to trade. If the bull thesis is Roku's "platform" business, what would the company be worth if it executes, grows platform revenues and becomes profitable? As a former Wall Street guy, I’d live for moments when the market set itself up to present an almost perfect trade opportunity. Typically, this would happen in the format of a “pairs” trade: you’d see the price of one thing take off, while something very closely related to it – a comparable – would stay stuck, for whatever reason. Then you’d hit the phones and breathlessly call a customer, and say, “Look, John, I am watching the price of Company A trade through the roof, and Company B is in the same sector and in the same line of business and makes more or less the same money and ...

Roku: My IPO Valuation

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Roku is a leading OTT provider going public this Thursday. The company's business model is currently in transition from selling OTT streaming devices to driving revenue from partnered streaming companies and selling ads. A closer look at valuation reveals that Roku's IPO offering price is very attractive. Introduction Roku, Inc. (ROKU) is an American private company that manufactures and sells home digital media products and operates subscription-based video streaming services and software platform enabling developers to build their channel streams through the distribution of their original content. According to a survey conducted in the first quarter of 2017 by Kantar Millward Brown, Roku operated the number one TV streaming platform in the United States as measured by total hours streamed. As of June 30, 2017, the company had 15.1 million active accounts. Based on a different data set from March 2016, Roku successfully managed to carve out almost half the OTT device m...

Roku Has Further To Fall

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Roku crashed more than 20% after reporting Q4 earnings that were fine, but included a weak outlook that investors didn't like. Shares are still up nearly 3x from their IPO price of $14. Roku's growth is decelerating quickly, and despite the company's insistence that it is a platform that doesn't depend on hardware revenues, it has a very limited ecosystem outside of it. The competition against Roku is enormous. Shortages of NAND chips caused logistics headaches that ate into the company's margins this quarter. Don't kid yourself: Roku (NASDAQ: ROKU), the recent IPO that shot up >200%, has had this correction long coming. It's a classic tale of hype over fundamentals - investors greedily bought into Roku's story of cord-cutting and streaming without really thinking about the valuation implications of sending the stock up over $50. Even at $40, where Roku fell after reporting its fourth quarter and downbeat guidance, the stock is sti...

Roku: Intriguing, But Don't Buy Until It Plugs These Holes

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Roku is increasingly seen by bulls as a potential power in the revolution of TV advertising, generating revenues in its Platform segment. Roku has potential, but this enthusiasm is premature. The platform does not currently gather as much data as other platforms or monetize it well. The company's claim of unique access to an underserved population left behind by pay-TV is also somewhat questionable, since YouTube almost certainly serves that exact same segment with superior targeting capabilities. Roku (NASDAQ:ROKU) stock has fallen following the release of the company's third-quarter earnings, and several Seeking Alpha contributors have already written articles offering some excellent analysis of whether this dip represents a buying opportunity or the beginning of a longer decline. This article will not be nearly as comprehensive, rather I want to narrow in on one specific aspect of the company’s performance: advertising. Many of the bullish arguments around Roku cen...

Retirement Security: What's This Growth Stock Doing In A Retirement Portfolio?

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Peter Lynch is a legendary investor whose most famous pronouncement and key to his success was "Invest in what you know." I followed that nostrum into Green Mountain Coffee Roasters and scored a four-bagger. We'll consider the prospects of a high-tech company, Roku, in the same vein and see if we can repeat that success. Occasionally, a small diversion from a dividend growth strategy, with a small position, can yield unexpected results. In the overall scheme of things, most retirement portfolios will be found to contain some mixture of dividend growth stocks, bonds, preferred stocks, CDs, annuities and the like. All of these investment classes are geared toward generating income for the retiree when he/she's either too old, too sick, or just plain tired of the rat race to work a regular job. So, some might find it unusual to find a pure growth stock, one that does not pay a dividend  currently,  included in such a portfolio. It should be noted, how...

Amazon Targets Roku, Steals Away A Key Relationship With Best Buy

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The event itself was predictable, the timing of the event more difficult. It was just a matter of time before significant competition from major companies began to increase for Roku. At the time of the 3/22/18 Trader’s Idea Flow Update, our  Roku  short was up almost 10%. With today’s 11% decline in Roku’s share price, this short’s gains have improved. We believe Roku has much more downside ahead. Today’s news regarding the Amazon-Best Buy partnership is likely to be one of several major competitive threats now emerging for Roku. This idea was discussed in more depth with members of my private investing community, Trader’s Idea Flow. Today’s negative news for Roku (ROKU) is actually a double whammy of badness for the September 2017 IPO. The obvious headline is that 10 different models of Amazon’s (AMZN) Fire TV will begin taking up floor space at Best Buy (BBY) stores in the U.S. this summer. But the relationship between Best Buy and Amazon runs deeper, a...

Amazon Targets Roku, Steals Away A Key Relationship With Best Buy

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The event itself was predictable, the timing of the event more difficult. It was just a matter of time before significant competition from major companies began to increase for Roku. At the time of the 3/22/18 Trader's Idea Flow Update, our Roku short was up almost 10%. With today's 11% decline in Roku's share price, this short's gains have improved. We believe Roku has much more downside ahead. Today's news regarding the Amazon-Best Buy partnership is likely to be one of several major competitive threats now emerging for Roku. This idea was discussed in more depth with members of my private investing community, Trader's Idea Flow. Today's negative news for Roku (ROKU) is actually a double whammy of badness for the September 2017 IPO. The obvious headline is that 10 different models of Amazon's (AMZN) Fire TV will begin taking up floor space at Best Buy (BBY) stores in the U.S. this summer. But the relationship between Best Buy and Amazon run...

Roku Starts 2018 With A Bang

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Roku had a great quarter, beating its quarterly guidance and raising the full-year guidance. The company is rapidly expanding its user base (+47% y/y) while also making more platform revenue for each user (+50% y/y). Platform revenue is highly profitable, with gross margins over 70%. Roku remains unprofitable, but could turn the corner to profitability in the second half of 2018. This idea was discussed in more depth with members of my private investing community, The Growth Operation. ChartROKU data by YCharts On May 9th, Roku (ROKU) released results from 1Q18. Those results were impressive, with Roku showing continued growth in all major metrics from active accounts to revenue. Roku beat its earlier outlook for the first quarter in revenue, gross profit, net income, and adjusted EBITDA, and raised the full-year guidance for each category. Beat and Raise 1Q18 Guidance 1Q18 Results Total Net Revenue $120 to $130 million $136.6 million Total Gross Profit $52 to $58 ...

Roku: Buy This Industry Disruptor

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Roku's shares are breaking out higher. It is strategically positioned to take advantage of the shift in TV. I am buying stock in this company. This idea was discussed in more depth with members of my private investing community, Absolute Returns. Roku (ROKU) is gaining upward momentum as its fundamental operations continue to expand, leading a number of bearish analysts to turn bullish. The company has taken market share and experienced strong growth since its IPO as it is strategically positioned to benefit from consumer migration from traditional TV to streaming services. Its share price shot higher in the first few months of trading, leading to a number of bearish calls on the stock by Wall Street analysts. After the recent selloff in its share price however, many analysts are now bullish due to the company’s continued operational success. I am buying stock in this name as it looks to be a generational company in the early innings of its growth trajectory. Fundamen...

Financial Exchange Stock Talk: Josh Rudnik On Roku And Southwestern Energy

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We now partner with Financial Exchange Radio to produce a weekly segment with Seeking Alpha authors. Josh Rudnik continues the series with his bullish picks: Roku and Southwestern Energy. Roku continues to generate revenue growth; 10% of millennials are captured only on its platform - a huge number in terms of ad dollars. SWN's further operational improvements should lead to increasing investor optimism. This idea was discussed in more depth with members of my private investing community, Absolute Returns. See Josh's recent pieces on Roku (NASDAQ:ROKU) here and Southwestern Energy (NYSE:SWN) here. source : https://seekingalpha.com/article/4186001-financial-exchange-stock-talk-josh-rudnik-roku-southwestern-energy

Roku: Buy This Industry Disruptor

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Roku's shares are breaking out higher. It is strategically positioned to take advantage of the shift in TV. I am buying stock in this company. This idea was discussed in more depth with members of my private investing community, Absolute Returns. Roku (ROKU) is gaining upward momentum as its fundamental operations continue to expand, leading a number of bearish analysts to turn bullish. The company has taken market share and experienced strong growth since its IPO as it is strategically positioned to benefit from consumer migration from traditional TV to streaming services. Its share price shot higher in the first few months of trading, leading to a number of bearish calls on the stock by Wall Street analysts. After the recent selloff in its share price however, many analysts are now bullish due to the company’s continued operational success. I am buying stock in this name as it looks to be a generational company in the early innings of its growth trajectory. Fundament...