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glssmrbl

glssmrbl
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  • Google Vs. Facebook: Who Wins, Who Loses? [View article]
    is some other valuation metric to be used?
    Dec 25, 2014. 11:48 PM | 2 Likes Like |Link to Comment
  • Google Vs. Facebook: Who Wins, Who Loses? [View article]
    Curious, why more in FB?
    Dec 25, 2014. 11:48 PM | Likes Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    So you think me reporting personal facts about my investments is self-serving?

    Where did I brag about myself? I never claimed to be an expert or superior to any other investor.

    Contrarily, I broadcast my inability to see how FB could receive a valuation above 135B without being expensive and risky.

    And to say I'm leaving $30 on the table is saying either you know more about FB than any investor in the world or you were guessing with your own intuition like the rest of us.

    But, I believe the latter since you seemed to infer from my statement that I shorted FB and gave up all my gains.

    So, let me inform you of my personal investing again and hopefully that too is not bragging: I never short stocks nor play the options market. I simply bought another stock.
    Dec 25, 2014. 10:13 PM | Likes Like |Link to Comment
  • Google Vs. Facebook: Who Wins, Who Loses? [View article]
    Great perspective and willingness to say what you do not know.

    Lately I have been considering GOOGL for an investment but waiting for sub $475.

    Don't think it will get there but this article shows a bright and profitable future is still possible for GOOGL.
    Dec 25, 2014. 09:56 PM | 4 Likes Like |Link to Comment
  • 3D printing stocks fall to new 52-week lows [View news story]
    VJET approaching $7/sh this week! Unbelievable!!! Looks like foolish ipo decisions are coming to trial.
    Dec 24, 2014. 04:08 PM | Likes Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    Arguing that changing one characteristic about the economy would cut jobs is a circular argument. The gov has been pouring subsidies for drillers to explore and refine oil. They need to be replaced not simply removed for companies that provide a better service to the world. Giving jobs to people for the sake of manufacturing oil at a rate that sucks up +25% of consumers' income isn't exactly job growth.

    Bring in businesses that can hire people and provide services and goods for those same people at an affordable rate. You are simply arguing, "let me rip people off with my ridiculous demands because I create jobs".
    Dec 22, 2014. 10:25 AM | Likes Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    My point is why be so excited about a company that turns out these kinds of numbers when no job growth is to come from it. Everytime we tune in to political or economic news the unemployment is referenced in some form or fashion.

    I still believe this number is crucial to a country's overall health and well-being going forward. Don't argue for companies that does not put people back to work, increase consumer purchasing power or lead to an increase in consumers' discretionary income.

    Praise the oil dip but not these self-important companies.
    Dec 21, 2014. 10:55 PM | Likes Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    Two thumbs up. Great quote. Something I started to live by since Jan 2013.
    Dec 21, 2014. 10:47 PM | Likes Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    It feels good knowing that FB doesn't have a good argument for a valuation beyond 135B so that's why I sold it above that valuation.

    It also shows the power of buying low and selling high.

    I'm not willing to assume FB will be getting that much money 10 yrs into the future.

    Monetizing is the reason for all these GROWTH internet stocks but it just doesn't work.

    Be careful assuming MBLY will become influential, DDD will be the industrial power house of manufacturing all the world's products, FB & TWTR changing the way advertising is done and how money is made, GPRO... who knows what people are claiming they're changing.

    Bottom line is you nor me knows for sure and if you don't know, you're simply gambling. I never doubt FB could go higher just that I cannot justify it's valuation if it does so I sold. Any fundamentals argument with the CEO's name in it is just hanging out at the poker table looking for more buyers.
    Dec 21, 2014. 10:45 PM | 4 Likes Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    If all it takes is 20 or 30 people to generate 200B in company value then where will you job go when other industries catch up?

    Banking is starting to remove physical locations for online tellers reducing staff by more than 30%. No maintenance workers, construction, tellers, managers, or district managers. Just one central manager maybe of ONE STATE!

    online retail doesn't need to be explained b/c it's already here and taking place.
    Dec 20, 2014. 11:48 PM | Likes Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    Hard to know if someone bought b/c of an online ad.

    ads create consumer awareness like news for your pockets.

    visibility may lead to longer-term increases in spending which is great.

    Have you ever put off a purchase waiting to be better educated?

    That happens here except not always consciously.

    As for skip ad tab, I saw the funny NETFLIX online first which made it even more special. Of course, I was prepared to skip but noticed it was NETFLIX and stopped to watch and enjoyed it. First time I looked forward to an ad!

    Stay with me... I COMPLETELY AGREE with your statement of LinkedIN and FB value. However, people do not agree which is what matters in terms of money. If people are into these media sites and sees value then they must be catered to.

    Some people believe LinkedIN will eventually become the premier option for employment. I don't necessarily agree but I can see the trend since it's almost impossible to get a job today without being referred to the company's website.
    Dec 20, 2014. 11:44 PM | 1 Like Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    It's funny when people don't want U.S. products in their country their called 'communists' as if to compare them to Communist China.

    Maybe if you stop trying to sell something doesn't want to be bought maybe you will have respect for the next thing you sell.
    Dec 20, 2014. 11:36 PM | Likes Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    ADHD?
    Dec 20, 2014. 11:33 PM | Likes Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    Citi should sit back and be quiet before someone recalls what they did in the wake of the financial crisis.
    Dec 20, 2014. 11:32 PM | 1 Like Like |Link to Comment
  • I Am Reducing Facebook To Just 3% Of My 2015 Portfolio [View article]
    Ha, FB will need alot more tricks to consider themselves on the level of GOOGL. Don't get me wrong, the advertising under FB's belt is amazing and should be for sometime but they are no GOOGL.

    GOOGL invented something great, FB took a high-traffic website and charged advertisers at a toll booth.
    Dec 20, 2014. 11:31 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
389 Comments
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