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  • A Game Of Find The Ponzi - Tilson's Next Short [View article]
    As much as Tilson's, Einhorn's, etc actions (particularly short) are able to move the market, there's value in analyzing their public comments.
    Oct 5 08:45 AM | Likes Like |Link to Comment
  • Have Facebook Employees Learned From Yelp's Example? [View article]
    Food/Thor, your views primarily treat the lockup expirations as supply/demand events rather than as potential signals of confidence. Theoretically, the market already accounts for the presence of these pre-expiration shares in the valuation and, thus, their addition to the float may not move the needle as much as you expect. A resounding vote of confidence from insiders holding almost 300m shares (especially in light of the pending VC sales), however, would be a significant 'upside surprise'.
    Oct 2 11:36 PM | Likes Like |Link to Comment