At least for the short term to ride down this pop.
Yes, at the time I posted Samsung had just said they weren't interested in RIMM and the price took a hit. Not sure who threw the poo. Perhaps blackbery fanboi who doesn't follow markets?
1 Facebook. Although I could see it running up to $27-28/share again on a nice earnings surprise on the upside, I think we see $15-18/share easily by year, especially with all of the lockups expiring and employees dumping millions of share on the market over the next 5 months.
2 Pandora. As much as I like service, I think there will eventually be only one of these guys and I think Spotify will be that guy (more risk here since price has already come down off of highs)
I'd stay away from Best Buy and RIMM...possible takeover = higher liklihood of a spike in price.
I prefer buying puts to limit my downside...that's volatile enough for me. If FB climbs back to $26/share, I will buy some more puts...would be round 3 for me :-)
LNKD for sure.. way overvalued at $105 for 12 cents earnings per share
[quote=rufiolove]When evaluating whether or not to post something on WSO, I think to myself, "would an idiot post this" and if the answer is yes, I do not post that thing...[/quote]
ANGI. It cost them $91 to acquire each new customer in MRQ, which is about 4 years worth of subscription revenue per customer. IPO $$$ allowed them to stay afloat, but they are bleeding cash flow from operations.
ANGI. It cost them $91 to acquire each new customer in MRQ, which is about 4 years worth of subscription revenue per customer. IPO $$$ allowed them to stay afloat, but they are bleeding cash flow from operations.
I dunno, they'd have to continue to grow exponentially and it seems like anybody who would use Linkedin is already on it..
Also it seems like most people are on linkedin just because "everyone else is" and they don't want to look "unprofessional", but this could change in the future. Looks like more downside than upside at the current valuation.
[quote=rufiolove]When evaluating whether or not to post something on WSO, I think to myself, "would an idiot post this" and if the answer is yes, I do not post that thing...[/quote]
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RIM
At least for the short term to ride down this pop.
1 Facebook. Although I could see it running up to $27-28/share again on a nice earnings surprise on the upside, I think we see $15-18/share easily by year, especially with all of the lockups expiring and employees dumping millions of share on the market over the next 5 months.
2 Pandora. As much as I like service, I think there will eventually be only one of these guys and I think Spotify will be that guy (more risk here since price has already come down off of highs)
I'd stay away from Best Buy and RIMM...possible takeover = higher liklihood of a spike in price.
I prefer buying puts to limit my downside...that's volatile enough for me. If FB climbs back to $26/share, I will buy some more puts...would be round 3 for me :-)
This aged well
UA
Is that just because of the P/E on the stock?
Click clack.
KCG
HPQ... A shitstorm is coming for the #1 producer of computers.
rimm
LNKD for sure.. way overvalued at $105 for 12 cents earnings per share
I'm long LinkedIn...like the business model, love the growth
LinkedIn is pretty much the opposite of Facebook from a revenue and Internet monitization standpoint. I'm long in LNKD as well.
ANGI. It cost them $91 to acquire each new customer in MRQ, which is about 4 years worth of subscription revenue per customer. IPO $$$ allowed them to stay afloat, but they are bleeding cash flow from operations.
I dunno, they'd have to continue to grow exponentially and it seems like anybody who would use Linkedin is already on it..
Also it seems like most people are on linkedin just because "everyone else is" and they don't want to look "unprofessional", but this could change in the future. Looks like more downside than upside at the current valuation.
STB.
See SumZero write-up
Stirling Rates
MANU
COH, in the bag
agree with FB
abc
Can we all just take about 30 seconds to laugh at Groupon
You are the #1 hater of groupon
Not a bad place to be!
YELP by a long shot, then ANGI LNKD and CMG in that order
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Odit dolor maiores autem dolore nostrum. Quisquam dolore in et ea. Non voluptatibus autem laboriosam quo. Doloribus rem voluptas laboriosam fuga harum impedit rem asperiores.
Suscipit eaque illo saepe temporibus voluptates perspiciatis. Quia natus ad qui neque laudantium laboriosam. Velit ab ea aliquid et earum. Placeat maxime ea provident ipsum. Et unde repellendus quia et. Tempore quisquam minima sapiente voluptas distinctio quia.
Necessitatibus earum minus deserunt exercitationem quis laboriosam corrupti. Reprehenderit quibusdam dolore repudiandae et amet. Inventore asperiores et aut cumque voluptas et aliquam.
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