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  • Facebook, LinkedIn, And Twitter - Numbers Don't Lie, Check The Scoreboard [View article]
    Totally agree with your usage of "frothy" when it comes to any of these three valuations. My main issue with FB is its market capitalization of approx. $175Billion. Great company, great management, profitability, but can the market cap really grow much more?
    Mar 19 05:46 PM | 1 Like Like |Link to Comment
  • Facebook, LinkedIn, And Twitter - Numbers Don't Lie, Check The Scoreboard [View article]
    With all do respect, don't think motley fool articles serve as market makers manipulating the stock price. Also, 225 is not too far from 201 (current levels).
    Mar 19 05:41 PM | Likes Like |Link to Comment
  • Facebook, LinkedIn, And Twitter - Numbers Don't Lie, Check The Scoreboard [View article]
    Valid arguments, and I, too, have noticed a decline in personal linkedin usage. However, it may be too early to throw in the towel on LNKD in yet as it steers in the direction of becoming more of a job search site (i.e. monster) rather than just professional networking.
    Mar 19 05:39 PM | Likes Like |Link to Comment
  • Facebook, LinkedIn, And Twitter - Numbers Don't Lie, Check The Scoreboard [View article]
    What is the time horizon on these puts?

    Hope you haven't been buying short term or even months out puts on rallies along the way. Virtual money doesn't count by the way
    Mar 19 09:15 AM | 2 Likes Like |Link to Comment
  • Facebook, LinkedIn, And Twitter - Numbers Don't Lie, Check The Scoreboard [View article]
    Please check google finance, TWTR is listed as a $30.08 Billion market cap. There are some differing market caps on various finance websites due to the # of shares outstanding disparity as the lock-up period ends, and more shares go on the market. Using google finance across the board for market cap numbers.

    Not hoping twitter will grow 1000+%, that is what the company expects.

    Good back of the envelope math, but think your profit margin % assumption is too low for the social media industry. Once expenses stabilize, profit margins grow significantly. It isn't a 1:1.
    Mar 19 08:47 AM | Likes Like |Link to Comment
  • Facebook, LinkedIn, And Twitter - Numbers Don't Lie, Check The Scoreboard [View article]
    Well said, and mostly agree with your thoughts. Once again, on any given day, there is a buyer and a seller for there to be a market price, and currently, I am a buyer.

    One question: A blue chip is defined as "stock in a corporation with a national reputation for quality, reliability, and the ability to operate profitably in good times and bad." Couldn't FB qualify for this, or atleast, once it holds the 1+ billion user base for some time? New school thought, but worth some weight.
    Mar 19 08:38 AM | 3 Likes Like |Link to Comment
  • Facebook, LinkedIn, And Twitter - Numbers Don't Lie, Check The Scoreboard [View article]
    Valid point - just pointing out facts within the article with a concluding opinion. Will monitor the insider selling although think a lot of it may be some profit taking as, just like you suggested, insiders have many shares to spare.
    Mar 19 08:30 AM | Likes Like |Link to Comment
  • Facebook, LinkedIn, And Twitter - Numbers Don't Lie, Check The Scoreboard [View article]
    Thank you for your comment - homework is done. Couldn't include every single stat within the article. The user growth may be declining, but think twitter will continue gaining traction post IPO. User growth percentage decline does not mean Twitter will not continue climbing on its total number of users, even if it is at a slower pace than previously. To each its own.
    Mar 19 08:27 AM | 1 Like Like |Link to Comment
  • Here's What The Buy Side Is Saying About Netflix [View article]
    He's only the founder and CEO of Estimize. #nbd
    Jan 22 11:42 AM | Likes Like |Link to Comment
  • Why Samsung's Market Share Gain Does Not Concern Me As An Apple Shareholder [View article]
    Bullish on AAPL but the title is absurd imo. Samsung's market share gain has directly correlated with AAPL shares price decrease.

    You make valid arguments, but you should be concerned with diminishing market share in my humble opinion.
    Jun 20 07:03 PM | 4 Likes Like |Link to Comment
  • Testing The Statistical Theory 'Sell In May And Go Away' [View article]
    Fully agreed. The plan is to continue updating the data periodically to see if the trend holds - will present the updated data in a follow-up article later this summer.

    Thanks for your feedback.
    Jun 11 10:42 AM | Likes Like |Link to Comment
  • Apple Is Fundamentally A Value Buy Even With 50% Drop In Earnings [View article]
    James, what metric is more appropriate in your opinion? I agree p/e may not be solely appropriate, but it's definitely a metric worth considering in the mix of valuating AAPL.
    Jun 9 04:27 PM | Likes Like |Link to Comment
  • Apple Is Fundamentally A Value Buy Even With 50% Drop In Earnings [View article]
    Skippy, with all do respect, getting over it or not, what innovation has Apple come out with since the passing of Steve Jobs? It's a valid concern.
    Jun 9 04:05 PM | Likes Like |Link to Comment
  • Apple Is Fundamentally A Value Buy Even With 50% Drop In Earnings [View article]
    Tim, great article. Thanks for sharing.

    Let's hope the China mobile deal is executed soon! Also, let's hope the China mobile deal was NOT the "game-changer" Tim Cook was referring to.
    Jun 7 05:15 PM | Likes Like |Link to Comment
  • Apple Is Fundamentally A Value Buy Even With 50% Drop In Earnings [View article]
    Exactly, thank you. http://bit.ly/13YXUiG
    Jun 7 04:50 PM | Likes Like |Link to Comment
COMMENTS STATS
18 Comments
14 Likes