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Modernist

 
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  • Insider Laugh Money: Altucher's Picks [View article]
    you want me to explain "context" to you?
    Jan 19 10:10 AM | Likes Like |Link to Comment
  • Zucker's Game: End Of LinkedIn [View article]
    we are talking a lot about risk, but what do you see as the potential upside for linkedin?
    Jan 19 01:33 AM | Likes Like |Link to Comment
  • Smoke And Mirrors In The Herbalife Saga [View article]
    This article is guilty of false advertising. It bills itself as a critique of Hempton's central thesis, yet offers only a passing reference.
    Jan 19 12:07 AM | Likes Like |Link to Comment
  • Wintel Decouple: Short Microsoft, Long Intel [View article]
    they cut back the stock price a few years ago too; doesn't mean more cuts are improbable
    Jan 18 10:26 PM | Likes Like |Link to Comment
  • Wintel Decouple: Short Microsoft, Long Intel [View article]
    none of that matters
    Jan 18 10:25 PM | Likes Like |Link to Comment
  • Zucker's Game: End Of LinkedIn [View article]
    in terms of trusting one company, i completely agree, there should be redundancy built into social graphs, but ask yourself, will this help pricing power or reduce it? if you owned a toll road, and someone built a public road right next to you...
    Jan 18 08:01 PM | 1 Like Like |Link to Comment
  • Zucker's Game: End Of LinkedIn [View article]
    We never win in the stock market without looking towards the future. Just because we don't use Facebook currently, doesn't mean we are representative of most LinkedIn users and doesn't mean we won't be sucked in to Facebook eventually.
    Jan 18 07:55 PM | Likes Like |Link to Comment
  • Stocks Should Never Be Boring [View article]
    thoughts on the mellanox business?
    Jan 18 05:51 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: Google Did Not 'Flip-Flop' Or Concede To Ongoing Royalties [View article]
    "[ravicher's] December article wherein [he] predicted that the PTO would cancel all Vringo's asserted claims"
    which article is that?
    Jan 18 05:48 PM | 1 Like Like |Link to Comment
  • Zucker's Game: End Of LinkedIn [View article]
    it's one needle to knit us all
    Jan 18 05:39 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: Google Did Not 'Flip-Flop' Or Concede To Ongoing Royalties [View article]
    which article is that?
    Jan 18 04:32 PM | Likes Like |Link to Comment
  • Zucker's Game: End Of LinkedIn [View article]
    we build things, take risks, make deals. you refine, theorize, and refuse negotiation
    Jan 18 04:17 PM | 1 Like Like |Link to Comment
  • Zucker's Game: End Of LinkedIn [View article]
    i agree. the context of my use of P/B is to establish LNKD's 15x downside is completely self-contained. it shows the downside in the event of a broken revenue story. although, the value of your shares getting cut into a third will upset you almost as much as if they were cut into a fifthteenth
    Jan 18 03:16 PM | Likes Like |Link to Comment
  • Zucker's Game: End Of LinkedIn [View article]
    thing is, Facebook's revenue story was never broken. Zynga is the best example. if you look at Zynga's P/B it was right in between the casinos before the rev story broke last year
    Jan 18 02:58 PM | Likes Like |Link to Comment
  • Zucker's Game: End Of LinkedIn [View article]
    wrong, we are the romans, you are the greeks
    Jan 18 02:37 PM | 1 Like Like |Link to Comment
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