Out Fox The $treet

This article is the fourth in a monthly series to analyze the stocks at the forefront of the monetization of the trend towards mobile data traffic. The original mobile monetization index highlighted the leading public companies and defined the concept. Market Data The expectations for the monetization of mobile traffic increased dramatically in December following the nice surprise when Facebook (FB) reported very strong mobile revenue back in October. Analysts continue to become more bullish on the concept. Read the full article at Seeking Alpha. Disclosure: Long AAPL, GLUU, and VELT. Please review the disclaimer page for more details. 

This article is the second in a monthly series to analyze the stocks at the forefront of the monetization of the trend towards mobile data traffic. The original mobile monetization index highlighted the leading public companies. The concept was created as the market continuously lumped the new mobile stocks into the original failures of the relatively old companies such as Facebook (FB) and Google (GOOG) . Recently Facebook reported a huge improvement in the monetization of mobile traffic providing hope for the sector A range of companies benefiting from this shift to mobile traffic continues to grow. The industries range from Advertising to Real Estate to Travel with varying degrees of success and profits. Read the full article at Seeking Alpha. Disclosure. Long AAPL, GLUU, VELT. Please review the disclaimer page for more details. 

With the much-published failures of Facebook (FB) and Google (GOOG) to monetize mobile traffic that switched from desktop, the sector has obtained a ton of bad press, mostly from uninformed journalists and investors not understanding the difference between legacy companies and new entrants focused on mobile. While other people focus on the rather large missteps, Stone Fox Capital has been focused on the companies benefiting from the monumental shift to mobile provided by fast wireless data networks and a movement to more advanced smartphones and now, more importantly, tablets. A whole slew of companies are benefiting from this shift as happens with every technological move. Legacy companies either aren't savvy enough to make the shift or the economic structure prohibits a move as revenue is cannibalized by the currently lower monetization rates. Read the full article at Seeking Alpha. Disclosure: Long VELT. Please review the disclaimer page for more details.