Must Read: Facebook Is Running Circles Around Everyone With ARPU

Seeking Alpha's Must Reads Facebook Is Running Circles Around Everyone With ARPU My thesis is that Facebook (FB) has achieved a high average revenue per user ((ARPU)) due to their consistent focus and they are well positioned for it to continue climbing. One of the reasons I like Technically Speaking: Topping Patterns Popping Up Everywhere As I worked through this past weekend's newsletter, I noticed that multiple markets are starting to exhibit topping patterns. It will be crucial for markets to reverse these patterns in the short-t... Chip Shortage May End Semis' Perfect Storm Prematurely The semiconductor industry has benefitted from a "perfect storm" which requires several negative macro events to line up at the same time. The COVID-induced "Work From Home" and "Learn from Home". 2021 Looks Likely To Be A Great Year For EVs, Especially Li-Ion Battery Manufacturers 2020 was a great year for electric vehicle manufacturers led by Tesla (TSLA) which saw its stock price grow 696% (from US$83.67 to US$665.99). As shown below Tesla stock has continued to climb in 2021 Etsy: From Niche To Mass Market, The Best Transformation Story Of 2020, An Extensive Review We have been wrong before on Etsy (ETSY) but were so impressed by how the company handled the pandemic that we became a bull from Q2'2020. At the Q4 and fiscal year 2020 results conference, the CEO. Download Seeking Alpha for your Phone or Tablet Do you like the content of the Must Reads? How can we improve? Just reply to this email. Sent by Seeking Alpha, 52 Vanderbilt Avenue, 13th floor, New York, NY 10017 By default, clicking links in Seeking Alpha emails auto-logs you into the site. Be careful not to forward this email to anyone you don't want having access to your account. You can change your email security settings here (keep in mind that disabling email auto-login will likely require you to log into your account more frequently). Why are you receiving this? You subscribed to Must Reads at Seeking Alpha. Don't like this email? Unsubscribe here.

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