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ChaPaVe

 
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  • Why AOL Paid Too Much For Adap.tv - Inside The Numbers No One Else Is Mentioning [View article]
    On the money. AOL is way off in their vision. Thanks for a nice article.
    Aug 8, 2013. 03:48 AM | Likes Like |Link to Comment
  • Facebook Lock-Up: Levitating Shares Defy Empirical Evidence [View article]
    June 14 (Bloomberg) -- Entrepreneur Mark Cuban discusses the Facebook's IPO with Trish Regan at the Clinton Global Initiative in Chicago on Bloomberg Television's "Street Smart." (Source: Bloomberg)
    http://buswk.co/12UTC1R
    Jun 19, 2013. 06:33 AM | Likes Like |Link to Comment
  • Facebook (FB) CEO Mark Zuckerberg has discussed potential partnerships with Samsung (SSNLF.PK) President Shin Jong Kyun as the U.S. company looks to boost advertising sales on mobile devices. The firms already seem to have a decent relationship, with Samsung being among the first device makers to feature Facebook's Home software on its handsets. Meanwhile, Facebook intends to invest more in Korea and serve as a platform for startups. [View news story]
    This is one funny comment!
    Jun 19, 2013. 04:52 AM | 1 Like Like |Link to Comment
  • Facebook: Is Yahoo's Tumblr Tempting Insiders To Run? [View article]
    Do you have a rationale for FB, presumably you are long.
    Jun 18, 2013. 03:26 PM | Likes Like |Link to Comment
  • Facebook: Is Yahoo's Tumblr Tempting Insiders To Run? [View article]
    Sure, I think there are opportunities in the Social Media space. Pair trades with undervalued situations is one: being short one name and long another. I think that FB has made other situations that are worthy of being long, like yahoo, get the stigma that FB has be thrust upon them. So while I have been short FB in the past, I am not at this point short it, although it may be a good idea. There are no catalysts in this name. They are not acquisitive and they are not necessarily a true innovator anymore like GOOG. BTW I have not earned a cent on this particular article, but I am looking a pair trade opportunity as we speak...and may write about it. Thanks
    Jun 18, 2013. 02:12 PM | Likes Like |Link to Comment
  • Facebook: Is Yahoo's Tumblr Tempting Insiders To Run? [View article]
    $FB Looks like more pressure from insider sales.
    Jun 14, 2013. 11:33 AM | Likes Like |Link to Comment
  • Nextel Lat-Am Is A Room With 3 Views: Long, Short And Buyout [View article]
    That would fit in the Long $NIHD perspective.
    Jun 14, 2013. 09:56 AM | Likes Like |Link to Comment
  • Bazaarvoice: A Bizarre Tech Value In Today's Ebullient Market [View article]
    DOJ suit is a meaningless cloud, but one that creates the buying opportunity you point out. Nice article!
    Jun 13, 2013. 05:02 AM | Likes Like |Link to Comment
  • Facebook: Is Yahoo's Tumblr Tempting Insiders To Run? [View article]
    I read this post from another site:
    "In other news, Justin Timberlake, who paid $35 million for the corpse of MySpace in 2011, was quoted as saying "We are creating a great network and space for our customers in the "alternative" lifestyles out there. I'm very confident that, in nine years, Facebook and MySpace will be worth about the same....that is, just about $35 million."
    Exaggerated but could become true.
    Jun 12, 2013. 07:35 AM | 1 Like Like |Link to Comment
  • Facebook: Is Yahoo's Tumblr Tempting Insiders To Run? [View article]
    I think the most important question is what is FB worth. Is it another Apple or Google? My take is no. There are so many shares coming into the float that will take 2 years to digest. The more the stock languishes as it has been over the last two months, the more pressure insiders will have to sell as they become frustrated. Yesterdays upgrade added $2.6 billion to the value of FB, what happened between Sunday night and Monday morning to create that much value. I would rather wait than jump in here. Thanks for your comments
    Jun 11, 2013. 06:10 AM | 1 Like Like |Link to Comment
  • The IP Battles Of Giants And Trolls [View article]
    I agree with you.
    Mar 21, 2013. 07:42 AM | Likes Like |Link to Comment
  • Are Visa's Days Numbered? [View article]
    Eventually yes....lots of cheap mobile payment systems with cred upon us.
    Jan 17, 2013. 09:42 PM | Likes Like |Link to Comment
  • Facebook (FB) expands further into the world of gambling as it ties a up a deal with U.K.-listed 888 Holdings (EIHDF.PK) to offer real-money bingo, casinos and slot games, although not poker. The partnership follows Facebook introducing a bingo app with Gamesys in August. 888, meanwhile, says that its "Facebook freemium (play-for-fun) offerings have found a significant audience." [View news story]
    There is nothing FB won't look at for now to bring in revenue. Seems like they are heeding to the "street's" wishes.
    Dec 12, 2012. 10:55 AM | 1 Like Like |Link to Comment
  • Facebook Lock-Up: Levitating Shares Defy Empirical Evidence [View article]
    http://bloom.bg/UV0Yrq
    Nov 25, 2012. 09:08 PM | Likes Like |Link to Comment
  • Facebook Lock-Up: Levitating Shares Defy Empirical Evidence [View article]
    http://bloom.bg/UV0Yrq
    Nov 25, 2012. 09:08 PM | Likes Like |Link to Comment
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