Monday, Apr 11th 2022

Three Things (4/11)

Commentary

“We need to believe we live in a predictable, controllable world, so we turn to authoritative-sounding people who promise to satisfy that need.” —Philip Tetlock

The below content and projections are the opinion of the authors. Any conclusions or takeaways are their own. This should not be considered as investment advice. Investing involves the risk of loss and returns are not guaranteed.

1) DoorDash offers more stock to new hires as falling share prices across tech industry pressure compensation plans

  • The company will issue a “top up” equity grant to staff hired in 2021.
  • DoorDash shares have declined over 50% since hitting a record high in November 2021.
  • Shopify and Amazon are among other tech companies that have tweaked comp plans within the last several months amid share price pressure.

Titan’s Takeaway: The tech industry isn’t unique in paying staff with a mix of stock and cash, but competitive labor markets can change the amount of patience employees are willing to exhibit when it comes to pay. And after a decade of mostly unabated appreciation in tech stocks, it seems employee and employer expectations have grown out of line.

2) Didi shuts down operations in South Africa as ride-sharing markets continue to consolidate worldwide

  • The Chinese ride-sharing giant began operating in South Africa last year.
  • Uber and Bolt are the two largest players in South Africa’s market.
  • Didi’s entry into the South African market was its first push onto the continent.

Titan’s Takeaway: Amid China’s crackdown on some of its biggest tech companies, Didi faces unique challenges as it continues global expansion efforts. Didi’s retreat from South Africa also reinforces why Uber talks often about working to be first or second in each market where it has a presence — local ride-sharing dynamics suggest consumers like two choices, not three.

3) Disney moving ‘Dancing With The Stars’ to Disney+ in first push to bring live content to its streaming platform

  • ‘Dancing With The Stars’ has appeared on ABC for 30 seasons over 16 years.
  • The move will make DWTS the first live series to debut on Disney+.
  • DWTS had aired on ABC on Monday nights, but will be moved to accommodate upcoming Monday Night Football games on the network.

Titan’s Takeaway: The strength of Disney’s library laid the groundwork for Disney+ to quickly become a clear number two streaming service behind Netflix. Leveraging its live content to continue driving growth will be a strategy that bears close watching in the coming years.

Back to Research ↗

Learn with titan

Investment articles and resources

Become the smartest investor you've ever been through straightforward, easy-to-read investment articles.

What is Cardano (ADA)?


Does the S&P 500 Pay Dividends?


What Is Tax-Efficient Investing & Why Is It Important?


How to Calculate a Dividend Payout Ratio

Let's Get Started

Ready to become a client?

Create an account with us in two minutes.

Or scan to get the app

We're building the best investment platform, ever

Titan Global Capital Management USA, Inc ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.

Refer to Titan's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Titan’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. The introducing Broker Dealer is Titan Global Technologies LLC, a registered broker-dealer and member FINRA/SIPC. Brokerage services are provided to Titan Clients by Apex Clearing, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures. Contact: 508 LaGuardia Place NY, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.

© Copyright 2022 Titan Global Capital Management, Inc. All Rights Reserved.