Wednesday, May 25th 2022

Three Things (5/25)

Commentary

“Do not follow where the path may lead. Go instead where there is no path and leave a trail." - Ralph Waldo Emerson

1) Snapchat sours: The social media company warned investors that they would fall short of the sales guidance they provided just a month ago, sending the stock down 43% during trading on Tuesday. The reports provided a gloomy read-through for social media investors as the composite erased $160 billion in market cap on Tuesday. Digital advertising is cyclical, and customer acquisition costs are under scrutiny as advertisers demand shorter payback periods. As companies re-evaluate their marketing spend, digital advertising appears to be one of the first sources of cost-cutting.

2) Lyft needs a lift: The ride-hailing company joins rival Uber in outlining cost-cutting initiatives to find a quicker path to profitability. Lyft plans to pause hiring and reprioritize the company’s most important initiatives for sustainable growth. Like Snap, Lyft’s stock recently had its worst daily decline of 35%. Free cash flow is king, and the uncertain future requires high-growth businesses to prove that they can excel in lower demand cycles.

3) WeWork’s Adam Neumann is back: WeWork’s famed founder continues his Hollywood saga following the announcement of the Series A funding for his latest venture: Flowcarbon. The company aims to bring carbon credits to the blockchain by building a tokenized marketplace to increase scale, security, and transparency. We hope governance is better this time around, or investors could be in store for another WeCrash.

As of this writing, DIS was a portfolio holding of Titan. This security may cease to be a portfolio holding at some point in the future.
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