This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Crucial Facts You Should Know About Apple vs. Pandora

NEW YORK ( TheStreet) -- Even if you've never heard of Bridgit Mendler, you need to read this article.

Because I'll introduce and reiterate points investors as well as smart generalists (that's a new term I stole from a friend) need to know about Pandora (P - Get Report) and Internet radio/the music industry as it relates to the aforementioned's perceived battle with Apple (AAPL - Get Report).

As for Mendler, she's 20 years old. Sweet. Attractive. The star of Disney's (DIS) Good Luck Charlie and just a little creeped out that I asked to take a picture with her backstage at a recent "Pandora Presents" concert in Southern California.

Mendler performed songs from her debut album, did a couple covers and mentioned she has a new record coming out soon.

A "Pandora Presents" concert is about as big a break a performer at Mendler's level is going to get, short of Taylor Swift calling her out as a special guest on the Red Tour like she did Cher Lloyd, Tegan and Sara and others this past August in Los Angeles.

In fact, the Bridgit Mendler story, as I illustrate it, marks the next -- and, quite possibly, most important chapter in Pandora's history. You don't have to know who Mendler is or care about what she does to understand why she's relevant to at least two multi-faceted and intertwined aspects of a Pandora bull case.

Nobody Wins Unless Everybody Wins

Here's how, in the shell of a nut, "Pandora Presents" works:

Pandora's sales staff works with advertisers. Various Pandora teams work with artists. Advertisers tell Pandora the demographics they hope to engage on the basis of age and location, which link inextricably with music preference. Pandora puts a package together that best suits the advertiser. Customized and targeted in a way terrestrial radio could not possibly match and Apple has no desire, inclination or need to match.

Increasingly these deals include a "Pandora Presents" concert event. I've been to two in about two months. One with a local indie band in LA, sponsored by Chevrolet and the above-mentioned one with Mendler (and rapper Jake Miller) backed by General Mills (GIS).
1 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $94.85 -3.00%
P $9.90 4.80%
GOOG $691.20 -2.10%
FB $117.00 7.40%
TSLA $247.54 -1.60%


Chart of I:DJI
DOW 17,830.76 -210.79 -1.17%
S&P 500 2,076.02 -19.13 -0.91%
NASDAQ 4,805.2910 -57.85 -1.19%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs