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$5.6m for a Super Bowl ad on TV, $400k for a streaming only Super Bowl ad in 2020 is fascinating.

Superior targeting still doesn’t come to close to offsetting the reach of 100m viewers with attendant opportunities for shared experiences and virality.

wsj.com/articles/the-s…
Wonder what the pricing differential would’ve been had the Super Bowl been streamed on YouTube, which likely has better targeting capabilities than Fox. Suspect the TV ads still would’ve been more expensive.
Advertisers are much more sophisticated when it comes to understanding TV ROAS than they were 5-7 years ago, but there is a reason you will see Super Bowl ads from most large tech co’s. They actually work.

Tough for targeting to beat 100m viewers with an option around virality.
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Gavin Baker
@GavinSBaker
1) Love that today is “an expected countertrend rally” per morning notes.

Curious how many of those who “expected” a rally bought yesterday?

VIX>50 means there will likely be a better chance to express any view – bullish or bearish – in the near term. Discipline required.
2) It generally pays to be a liquidity provider during times like this even when expressing long term views.

Much easier said than done, of course.
3) Thought through the bullish case yesterday on Twitter given it was a big down day.

Today will explore the bearish case if I have time.

Most curious to see how stocks respond to number cuts.
Read 3 tweets
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Gavin Baker
@GavinSBaker
1) Lower rates are powerful. Lower oil is a positive for most consumers. There will be more stimulus. Fear indices approaching 2008 levels.

Weather is getting warmer every day. Seems likely that this slows the Coronavirus down. Going to hear more words like "remdesivir."
2) CDC response will improve. Remdesivir aside, there will likely be a vaccine at some point i.e. Moderna.

No real impact to businesses outside of travel yet.

Political risk in the United States significantly lower than a just a week ago. Leverage much lower than in 2008.
3) Initial unemployment claims are the most important high frequency indicator to watch.

March Madness might be played without fans and this would damage consumer confidence, but a lot of damage has been done.

The world rarely ends.
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Gavin Baker
@GavinSBaker
1) Unsure that China is a good predictor for the Coronavirus in either the United States or Europe. People in America and Italy are flat out ignoring quarantines.

Disclaimer: no expert, not my lane, just learning and thinking out loud.
2) A health care worker at Dartmouth Hitchcock Medical Center ignored a quarantine to attend a party where he infected at least one other person.

nytimes.com/2020/03/04/us/…
3) “An epidemic of selfishness.” Good thread on Italy.
Read 4 tweets

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Filiz'in Düşünceleri
@filiz175
#Kıbrıs Girne-Güzelyurt dağ yolu üzerinde yer alan Çamlıbel beldesinde bulununan efsanelere konu olan Mavi Köşk var.
Birde Rum köyü var Rumca adı Kormacit (Kormatikis) olan..
Türkçe adı Koruçam Rum Köyü’dür. Bu köye çok sanatçı, çok artist geliyor..
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Restaurant’ın adı #Yorgo_Restaruant
Bu Restaurantın tam karşısında da büyükçe bir Kilise var..
Restaurantın içinde de
#Volkan_Konak'ın resmi var..
Volkan Konak bu Restaruant'ta çok sık geliyor ve şarkılar söylüyor.
Hatta Volkan Konak çok iyi de Rumca konuşuyormuş..
Düşünün 15 civarı bir masa ve Volkan Konak buraya şarkı söylemeye geliyor.
Onu buraya getiren irade soy bağı.
Boşuna değil Tayyip Erdoğan ve Osmanlı Düşmanlığı.
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CON SINOV
@lordsinov
#KıbrısBarışHarekatı, Türkiye Cumhuriyeti'nin Atatürk döneminden sonra attığı yegane bağımsız adımdır.

20 Temmuz 1974'te bu adımın atılmasını sağlayan merhum Ecevit, Erbakan ve paşaların ruhları şad olsun.
#KıbrısBarışHarekatı, Türk devletinin Milli Mücadele ve Hatay Mücadelesi'nin ardından giriştiği yegane bağımsızlık hareketidir.

Kıbrıs harekatını anlamak için 1945'ten 1980'e uzanmak gerekir. Çok önemli şeyler anlatacağım. Lütfen paylaşınız! Bilgisel başlıyor!
1* 1923 yılında kurulan Türkiye'nin gidişatı bağımsızlık ve millilik üzerine kuruluydu. Atatürk, büyük ülkelerle ittifak yapmamaya özen göstermiş ve büyük ülkelerle yapılan ittifakı "o ülkeye tabi olmak" olarak nitelemişti.
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wenig Worte
@wenig_worte
#Köthen: Der Verstorbene hat einen Schlag ins Gesicht (an der Lippe feststellbar) bekommen, ging danach zu Boden und verstarb an einem #Herzinfarkt. Rechtsmedizin hat keinen Hinweis auf Tritte, sonstige Schläge, Messerstiche.

PK zur Tathergang auf @ntvde jetzt.
Im Netz verbreitete Audio-Datei mit angeblichem "Totschlagen" von der Zeugin selbst gegenüber Polizei weitgehend relativiert.

Nicht, dass das für die Hetzer, Neonazis oder #AfD eine Rolle spielen würde.

#Köthen
Schwere Herzkrankheit des Verstorbenen seit Geburt, mehrere Herzoperationen danach, versagensbereites Herz durch das es jederzeit zu einem Herzinfarkt kommen konnte.

Ob jemand strafrechtlich verantwortlich ist für den Herzinfarkt, ist im Ermittlungsverfahren.

#Köthen #PK
Read 3 tweets

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