Snap,Crackle,Pop! Issue 3 📸
It’s the Santa Clause Rally bitches….. Make it rain. ☔
What’s good, y’all?
We hope all is well and that everyone’s enjoying a calm Sunday after living your best last night! We know some of you Netflix & chilled with bae, some of you raged all night, and some of you finally got a chance to peep our last issue "The Wild 2020" . BTW, the response to that issue has been very cool so far. We are always trying to come with the smoke, so if you have any dope ideas/suggestions you’d like to share, slide in our DM's on Twitter or Instagram and let us know!In addition to that, markets are still going ape shit like as eva! Apple up. Microsoft Up. Tesla (Elon) way the hell UP and saying hi 👋🏻 to all the haters!
Some say it’s the Santa Claus Rally, basically.
We will break it all down.
Let’s Goooo!
-NahRabbits 🐰
Some of our portfolio numbers ( a lil transparency).
A brief overview of what the hell a Santa Claus Rally is?
We're shining a spotlight on a company Facebook loves to jack ideas from — Snap aka Snapchat.
Some other Cool Shit you should know about.
Issue 3 was composed to “Starlight” from 2 Player Co-Op.
We are always trying to reach for the stars with this newsletter, so this new classic from 2 Player Co-Op got us motivated and OUT THERE!
A glimpse at some of our stock picks.
Stocks
Tesla: bought at $346 a share / 🆙 45.39.02% 🔥🔥🔥
Virgin Galactic: bought at $10.00 a share/🆙 60.52 +% 🔥
Snap: bought at $14.90 per share / 🆙 28.43%
BlackBerry: bought at $5.71 & $6.52 ? 🆙 +7.71
Crypto
Ethereum ⤵️by -38.23% 🤪
Bitcoin 🆙 by +49%
NOT BAD.
Sectors We Stan ❤️
Tesla - Autonomous Vehicles and Electric Cars
Snap - Augmented Reality
Virgin Galactic - Space (pure play into space tourism)
Blackberry- CyberSecurity
Bitcoin and Ethereum - Cryptocurrency
Plain and simple: The Santa Claus Rally is when your stocks keep turning up and up in the final week of December through the first two trading days of January. It could go longer too.
Case and point: Apple closed below $300 on NYE 2019. The price is now $318 (2 1/2 weeks into 2020 🔥). No dope announcements since their AppleTV debut. Maybe it’s the 5G being priced in? Or it may be the January effect.
The January Effect is where something different pops in the market and securities' price increases in the month of January more than in any other month. (Source Wikipedia) Whatever it might be, manage ya risk, bruh! ☔
“With your chick in the cam, rolling through an Instagram” -Joey Badass
👻Snap - $19.14 - The Innovating Camera Company.
We bought at 14.90 per share
Snap has Augmented Reality on locked. People think Snap is a social media company, but they are a camera first company with a flag product called SnapChat. The company is run by the self-made billionaire, Evan Spiegel, who dropped out of Standard to build Snap. Peep the Financials from Spiegel himself, here. ( Good Stuff).
Why do we mess with Snap?
A Young Ass Audience - Gen Z (18-24-year-olds)
Snap reaches 75 % of 13 to 34-year-olds in the U.S., and 90% of 13 to 24-year-olds in US. Woah! (TechCrunch Source)
Investment squad, Piper Jaffray ran a survey amongst 8,000 youngsters to find out which social platforms they use. Snapchat took 41% of the mindshare (yasss!). Instagram came second with a cool 35% (which makes sense since they copied Snap’s “stories” feature), while only six measly percent of teens messed with Facebook. Damn. So basically, Facebook cannot pop in youth culture on its own. Good thing they own Instagram.
Mad User Growth in the US & Europe
Snap’s daily active users is in the U.S. and in Drake's beloved Canada, (where it collects the most bread), grew annually to 210 million in Q3 2019. Plus, their redesign of the Snapchat app in Android phones has grown the user base as well. Snap is that silent creeper.
Nice Lil’ Partnership with Verizon
Snapchat will be pre-installed on some of Verizon's new 5G phones, out the box.
“From roughly $3.5 billion in 2017, the estimated moonshot is $198 billion in 2025”.
-Statista
Snap has Augmented Reality on Lock, for now (what we’re most excited about)
While Facebook and Apple are working on AR Glasses, Snap already has them on sale right now. They are called “Spectacles” going for an “oh hell nah” price of $370 a pop. We’ll just look at the glasses online for now. Ha! 😅
The dope ass part: “Spectacles”come with an added camera so that people can overlay these clean ass AR effects on their content.
Another bullet… here: Snapchat’s “Lenses” feature was developed to be compatible with not only iOS & Android but other Augmented Reality hardware platforms.
“There is a war goin’ on outside no man is safe from ...“
-Prodigy, Mobb Deep - “Survival of the Fittest”
The AR wars are coming…
Snap will have to hold down the fort and FIGHT!!
That RISK tho.
Snap’s Threat = It’s still goddamn Facebook. 🙄
Side Rant: We feel for Evan and crew, we really do. Imagine every time you come up with an amazing idea, someone copies you, before you get the shine. But not one time — ALL THE DAMN TIME!
Facebook’s record of jacking ideas from Snap:
1. Shamelessly took Snap's infamous disappearing Story format
2. Snatched Snap's Swap faces effect
3. Five-finger-discounted Snapchat's geo-filters & selfie masks
4. Lifted Snapchat's camera interface in Messenger
5. More Icing... 🎂Snapchat rebrands "Snap Inc, a camera company," from a social app. Shortly after their pivot, Zuckerberg says, "the camera is the composer " at a company all hands.
Mark then goes on to say...
"In most social apps today, a text box is still the default way we share," he said. "Soon, we believe a camera will be the main way that we share.
-Ya boy, Mark Zuckerberb
Boy, bye.
💡Ideas for Snap:
Quickly build a moat around “Spectacles” the hardware. Just like Tesla is doing with their whips. Software+Hardware = Moat.
🥽Partner with Warby Parker again.
This time, make the next version of AR glasses. Warby knows how to design eyewear that speaks to youth culture.
🦍 Second Threat = APPLE.
The 800-pound gorilla is making AR (read link)glasses too. Apple has mastered the design of tech gadgets in our lives. We know their glasses will be sleek, modern with a futuristic twist.
A closing thought about this…
We are asking the question, who is really moving the culture forward?
At the end of the day, does it even matter? Snap is a publicly-traded company and is expected to deliver a profit to its shareholders. Balance sheets matter. We believe Snap is getting their shit together slowly and we are riding with them until the wheels fall off. And if that happens, we will probably buy more as well. Our view on them is long term. 10 years out - 2030. Based on our research, we fully expect Augmented Reality to be in every inch of our lives as we move into the 2030s.
They’re clearly ahead of most companies in that regard. Oh, how we L😍VE an underdog with undervalued stock! That’s our style here at NahRabbits.
Side Note:
We loved Evan hitting Facebook with a sharp quip about data protection at a recent tech conference.
🔥 Fire quote …
“We’d Appreciate It If They Copied Our Data Protection Practices Also” Evan Spiegel, Snap CEO
1. Read a whole damn book, every week!
We don’t know about you, but that’s a huge ask. When you gonna do it—while you’re driving? Not everybody lives in a public transpo haven like NY, but where there’s a will, there’s usually a way. The good folks at GQ gave some good tips to help with your new year’s resolution to get your book bars up. (Here’s a hint: it involves some strategy on your part, but you got this!)
2. Twitter thread goes viral, showing how completely dumb advertising is.
Takeaway: Any idea sounds good when you fancy it up with the buzziest words. Just watch some of these show up as real companies on your local bus or train. Soon, I bet!
3. Marshawn spittin’ GAME for all the young players of the world (in football and life)
Takeaway: Even if you don’t understand the language, the message is crystal clear. Taking care of yourself is the only win that matters. Now don’t let a lil’ chicken talk keep you from knowing wassup
4. Limits? What are thoooose?
One of the latest episodes of Kwik Brain w/ Jim Kwik features Simon Sinek, author of The Infinite Game. You too can learn how to develop and retain an infinite mindset. They say the sky’s the limit, but too often people lack the vision to see further than what’s in front of them. But not you, faithful readers, because you’re gonna listen to this podcast and join us in an infinite tomorrow, eh? Sounds nice. Let’s get to work!
5. “Sometimes you have to be a lion, so that you can be the lamb you really are.”
Some more essential game from Dave Chappelle(‘s mom).
Bonus READ: 9 Ways Augmented Reality Will Change Your Life. Link, here.
That’s it ya’ll. We are out. Hope you enjoyed the new issue. Please put your peeps on to this newsletter if you enjoyed the vibe we provided you!
-Nahrabbits Team 🐰