• David Jackson
    Really liked this article on $FB: http://seekingalpha.com/a/lryj
    11/18/12
    Reply (6)
    • David Jackson: Excellent comment: http://seekingalpha.com/c/6zsen
      11/18/12
    • Modernist: david, are you short EBAY yet?
      11/18/12
    • David Jackson: No. Are you?
      11/18/12
    • Modernist: its on my short list of shorts. the thesis is that ebay's investor demographic has unrealistically high expectations for paypal's monopoly
      11/18/12
    • Modernist: when you look at low-margin companies like google, and what they have done to companies like microsoft, it's often better to be short
      11/18/12
    • Modernist: EBAY Jan 2015 near-the-money puts trade around 30% IV, wherein FB calls trade around 50% IV
      11/18/12