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I've always loved using Pandora. I love the fact that I can just hit play and know that every song that comes up will be one I like without having to think about it (after years of tweaking it with votes), and every once in a while I'll get introduced to a new song. As an investor, I've been hesitant to buy the stock because they've had trouble building up a big enough user base to make significant profits. However, now that T-Mobile allows its customers to stream Pandora without using up any data I think the number of users will increase. This should increase ad revenue and lead to a profitable company.
Great company in a dynamic industry. Many areas of revenue growth or merger with another company.
A lot of my friends have been switching recently from Pandora to Spotify. I finely decided to try Spotify and have not gone back to Pandora. The options to make playlists and listen to specific cd's make it 10x better. It reminds me of the mass exodus from Myspace to Facebook.
Market is not fully recognizing how valuable personalization will be to revenue downstream.
No real sustainable advantage - erosion of economic moat over time, especially with the likes of Spotify.
Rode it from 10 to 37.... RSI is way oversold, and a buyout is possible.
Still way overvalued at $20 per share.
Efforts hurt artists
The Netflix of radio, what is not to like, selling at a discount below $30 per share.
Pandora is a business that the world is rooting for. - User listening hours continue to climb very quickly. http://investor.pandora.com/phoenix.zhtml?c=227956&p=irol-newsArticle&ID=1906773&highlight=- The company offers a great customer experience and a model different than competitors. http://beta.fool.com/txinvestor82/2013/02/19/does-pandora-have-competitive-advantage/18209/I've liked Pandora from the start (side note: if you're ever at FoolHQ, have me show you the hat that Tim Westergren gave me back when they were looking for backers!). A great business that is loved by their customers. And they have smart management that is adapting to the changing music distribution industry.This recent pullback is a long-term opportunity. Outperform.
Even thou Pandora currently is the largest in its category, it has never turned a profit. To make things worse, it looks like users growth is plateauing, and competition is heating up. The final straw, Pandora has no alternate revenue source. The current market cap is ridiculous for online radio station that has never made a profit. I predict a blood bath on the next earning call, so I am agelessly short!
Too many competitors with business models that approach their customers differently. People liked Pandora because it was quality and free, now ads are stifling the music and they are also increasing prices. Others offer more for less. They are past their golden days.
Future of radio
The competition is too intense, and Pandora isn't distinguishing itself enough from Apple, Spotify, Samsung and other streaming music providers.
no moat they'll just get eaten by bigger companies with bigger bank accounts. also, what goes up must come down.
integration of Pandora with major car manufacturers
I give up. I admit that I don't understand how this business is going to be successful, but I lot of really smart people whose opinions I respect think this baby is a winner.
outstanding growth and growing intrinsic value
Increasing competition and lower growther
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