Seeking Alpha
  • James Sands
    U.S. digital ad spend by industry: http://bit.ly/14mUmNC $GOOG $FB $AAPL $YHOO $MSFT $MM $TRMR $YUME $MRIN $P
    9/5/13
    Reply (9)
    • buffett222: Chk out $SPDL.OB: top pros (BAC/First Data/Augme) payments-mobile advert-coupon app. Outrageously cheap ($9mm.) http://www.spindlehq.com
      9/6/13
    • buffett222: $SPDL.OB *supposedly* one motivated seller pushed stock down ~60%, not much stock left could be 40 bagger: see Braintree and Square
      9/6/13
    • buffett222: http://tinyurl.com/ky7qzmq
      9/6/13
    • James Sands: Interesting, but seems that the financials are not available. Also capitalized software seems to be a risk, maybe a write-down occurred
      9/7/13
    • James Sands: recently?
      9/7/13
    • buffett222: $SPDL.OB Financials: http://tinyurl.com/n3vlews Development stage company, went public via reverse merger so not pretty...ramping up now.
      9/7/13
    • buffett222: IMHO smart VCs are already paying 5X this valuation for lesser businesses.
      9/7/13
    • buffett222: Twitter buys mobile ad network MoPub for $350-Venturebeat
      9/9/13
    • James Sands: Yep, interesting.
      9/9/13
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