Paul Meeks

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Last quote by Paul Meeks

In the technology sector, I'd like to focus on the leadership names – the ones that are doing well. They are mostly my grouping of cloud-oriented names. I actually think that most of them have come down quite a ways since they announced their June quarter results.feedback
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Aug 21 2017
I don't think they're screaming buys here, but I would initiate positions or slightly add to – nothing too aggressive.” said Paul Meeks on this article: The man who ran the largest tech fund during dot-com bubble turns bullish on FANG stocks. Here's why. This page contains 6 articles quoting Paul Meeks. Main topics on which Paul Meeks is quoted are Microsoft and Amazon. In addition you’ll find 16 quotes there. All these quotes are mentioned on this page and you can filter them by date and by topics.
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Paul Meeks quotes

Mar 02 2017 - Snapchat

The problem is, at least at this point, [that] it's a one-product company. And also, they do dominate, in a traffic demographic, the younger folks. But at some point, at least in the United States, that might be saturated, and they're going to have to come up with another gig.feedback

Mar 02 2017 - Snapchat

One is a re-acceleration in daily active users, and two is an increase in the average revenue per user, particularly abroad, where the APRUs are always less than they are in the United States. The company, at some point, will reach a crisis where it's really going to be a make or break for the business, and if they handle it well, it becomes a star. If they don't, unfortunately, it becomes 'Twittered.feedback

Mar 02 2017 - Snapchat

I actually think if you were trading-oriented, you may want to be selling into the open and see how this business model matures over time.feedback

Feb 20 2017 - Snapchat

It's worrisome. Snapchat is going to have to continue to be really innovative and distinctive. It's going to be very tough to trump Facebook.feedback

Oct 24 2016 - Microsoft

As you've seen with two other stocks that are jumping on the cloud – Microsoft and Amazon – the dialogue about the company is going to go to what kind of traction they have in the cloud space.feedback

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