Ali Mogharabi

The leadership change does not impact our view of no-moat Twitter. We are maintaining our $58 fair value estimate.

We are maintaining our fair value estimate for Uber and continue to view this narrow-moat stock, along with its peer Lyft, as attractive.

We are raising our fair value estimate for the company.

We think the shares are attractive.

We continue to view this narrow-moat stock as one of the most attractive among ad holding firms.

We are maintaining our fair value estimate and recommend that new investors wait for a margin of safety before allocating capital to Twitter.

With further YouTube and other Google apps monetization opportunities and the firm’s increasing traction in the cloud market, we have slightly increased our projections, resulting in a 6% increase in our Alphabet fair value estimate to $3,400.

Wide-moat Facebook reported mixed third-quarter results and provided fourth-quarter revenue guidance below the FactSet consensus estimates. We reduced our Facebook fair value estimate by less than 1% to $404.

We're lowering the firm's fair value estimate.

While negative headlines over its policies will likely keep the social media giant under pressure, we view shares as undervalued currently.

Growth is priced into most valuations, but the top advertisers still have our attention.

While this transaction will improve Uber's liquidity position, it will not affect our fair value estimate of this narrow-moat stock.

We are maintaining our fair value estimates for Uber, Lyft, and DoorDash, and we expect the appeals process to be lengthy.

The firm reported mixed second-quarter results with revenue beating the FactSet consensus estimates, while losses were a bit more than expected.

We continue to view this narrow-moat name with a dividend yield of 2.6% as attractive.

We are slightly increasing our fair value estimate, and view the stock as attractive.

We believe the stock is becoming attractive, as it is approaching 4-star territory.

We are increasing our fair value estimate of Facebook to $407 from $390. The firm reported better than expected second quarter top- and bottom-line results driven by user growth and growing monetization.

An impressive increase in search ad revenue was accompanied by continuing growth in YouTube advertising and subscription revenue, combined with Google gaining further traction in the cloud market. We continue to believe the stock is attractive.

Growth in Snap’s user count and user monetization were also impressive. We have increased our fair value estimate.

We're raising our fair value estimate, but we recommend new investors wait for a margin of safety before investing.

We continue to believe that antitrust and other regulatory risks are manageable and that Facebook’s share price already reflects these risks.

As its network effect strengthens, we think the company can maintain its lead.

The two have already been trading at what we view as unwarranted discounts compared with their peers.

Uber's first-quarter top- and bottom-line results beat FactSet consensus estimates.

Demand for its ridehailing service continues to improve, indicated by a strong sequential increase in and steady monetization of riders.

Given strong demand from advertisers, which we think will be sustainable as the economy recovers, we have increased our projections.

Continuing strength in ad revenue due to the economic recovery, which drives more brand ad spending, and higher direct-response ad spending drove growth higher. The strong ad business was combined with the firm’s successful revenue diversification as the cloud segment is benefiting from digital transformation and wider adoption of cloud by businesses of all sizes.

While this may lower the effectiveness of ads, it will address some data privacy concerns.

We raised our fair value estimate to $52, but shares are still overvalued.

Uber reported mixed fourth-quarter results as the firm missed top-line expectations but beat FactSet consensus estimates on the bottom-line. We have slightly increased our projections and rolled our model forward, increasing our fair value estimate to $67 from $61.

The company remains one of our favorite names in the Internet and social media space. Our fair value estimate is now at $2,605 per share.

This wide-moat name has become attractive as it is now trading at a 19% discount to our fair value estimate.

We think the effects are likely to be minimal for the companies we cover.

States are demanding Google redesign its search results, as they claim the firm itself benefits based on which results are prioritized.

With consumers flocking online during COVID-19, demand for digital ads should be strong in 2021 and beyond.

Despite the Federal Trade Commission and 47 states filing separate antitrust suits, we are maintaining our FVE.

We're raising the technology firm's fair value estimate to $61 per share.

We view the acquisition as a necessary strategic move that could strengthen Uber’s overall network effect moat source.

We continue to be impressed with the gradual improvement in the mobility business and are raising our fair value estimate.

California voters approved Proposition 22, which allows Uber and Lyft to categorize drivers as contractors.

With the better-than-expected third-quarter results and increasing confidence in digital ad demand, we have increased our projections.

We are increasing our fair value estimate and view the wide-moat stock as fairly valued.

We expect Alphabet’s network effect and intangible asset moat sources to remain intact and are maintaining our wide moat rating amid antitrust suit.

We are maintaining our fair value estimate for the narrow-moat company and view shares as attractive.

Due to the strong second-quarter numbers, we have increased our projections for Facebook for this year and 2021 which resulted in a $265 fair value estimate, up from $245.

Cloud partially offsets ad revenue decline.

The pandemic has pushed businesses to more rapidly start and complete their digital transformation.

We think the deal could strengthen the firm's network effect moat source.

Our fair value estimate has not changed for the social media company.