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  • Zynga (ZNGA) -11.1% AH after disclosing it has amended its agreement with Facebook (FB). The most worrisome line: "Facebook will no longer be prohibited from developing its own games." Facebook has said it's not interested in being a game developer, but as of March 31, 2013, it won't be legally obligated on that count. The amendment also frees Zynga of the obligation to display Facebook ads or use Facebook credits on and other company properties, and of having Facebook be its "exclusive social platform." [View news story]
    I held provided that Zynga is highly dependent on Facebook and that is his fate. The day that Facebook will close its doors there will begin the countdown to the end of Zynga, the market already anticipates a decline of 75% from the IPO
    Nov 29, 2012. 05:48 PM | 2 Likes Like |Link to Comment
  • Is Visa Overpriced? [View article]
    today new historical highs for V and MA. V in $148,27 and MA: $489,55

    I am Long V
    Nov 29, 2012. 12:11 PM | 2 Likes Like |Link to Comment
  • Hewlett-Packard: After The Autonomy Debacle, Is There Value Left In The Stock? [View article]
    Correct, RIMM, HPQ, DELL, AMD dying face of fierce competition
    Nov 21, 2012. 08:05 AM | 2 Likes Like |Link to Comment
  • Can Groupon Still Be Saved? [View article]
    You're right, Mr. Mason was the creator of a business model, which is still under development, but the idea was actually quite a good thing. I think its weak point is to achieve perfect ripening on the board of the company, care budgets and focus on improving results, but I think that little by little he is doing well.
    Nov 16, 2012. 10:48 AM | 2 Likes Like |Link to Comment
  • Can Groupon Still Be Saved? [View article]
    It's exactly the example I gave earlier this year and now repeated it in another comment. Of course companies are not the same, but the case is evidence that the market often condemns early. 2002 Priceline would be $ 1 and seemed already doomed, but now flapping its $ 600 and a valuation of $ 30B.
    Nov 16, 2012. 07:30 AM | 2 Likes Like |Link to Comment
  • Can Groupon Still Be Saved? [View article]
    As indicate you in the report, Groupon is perfecting internally. That does not bring good results in the short term, but sure in the long-term. Attempts to improve accounting, Groupon payments , or Goods. Different acquisitions made ​​to improve the quality for those who offer on Groupon, as to who ultimately buy the daily deal.

    In my particular case, in Argentina, and I'm noticing leading and important companies offering discounts, and they are really useful and really save money.

    I am Long GRPN
    Nov 15, 2012. 08:43 AM | 2 Likes Like |Link to Comment
  • Groupon Finally Lands On Planet Earth [View article]
    Very good report George.
    In my particular case, I think the market has exaggerated his reaction once again falling so hard after the quarterly report. $ 1.8B is ridiculous, practically that the company has this number in cash.
    The business model is very good, and as you say in your report, seeking to keep reinventing performance against competition that many. Groupon also has the advantage of being the first, and the brand is valuable
    I confirm my long position in GRPN
    Nov 11, 2012. 02:06 PM | 2 Likes Like |Link to Comment
  • Updating My Outlook On Groupon After Its Earnings Miss [View article]
    $ 1.8B is less than just the annual cash income of the company. A clear indication of the ridiculousness of yesterday. The numbers presented do not justify a 30% drop, considering the 80% that had already fallen. Only confirmed my long position.
    Nov 10, 2012. 08:11 AM | 2 Likes Like |Link to Comment
  • Examining Groupon's Q3 Results: Neither Solid Nor Indicative Of Its Long-Term Potential [View article]
    Very good analysis
    The market has reacted once again, so ridiculous. So I will only confirmed my long position. The numbers have not been bad. They are creating the model for a successful long-term, so it suffers a bit more in the short term. $ 1.8B is ridiculous.
    Nov 10, 2012. 07:48 AM | 2 Likes Like |Link to Comment
  • What Will Happen When Zynga Drops Below $2 [View article]
    If you see my comments, look at them right. I come not to enter Zynga recommending since I started at Seeking Alpha. When many users criticized me, I always said that Zynga is not to buy. I do not think I'm wrong .... down from $ 15.91 to $ 2.10. My recommendation was wrong? Please do not give wrong information from my comments. I recommended not to enter in $ 15, $ 12, $ 10, $ 5, $ 3 and I still recommend not enter. This company is a mess.
    Nokia, my comment was against Kofi Bofah, who said Nokia was going into bankruptcy, which told him that probably would not, and now has a strong back that is Microsoft.
    No bothers me that you read my comments, it bothers me that you say things that are not.
    Oct 24, 2012. 09:42 PM | 2 Likes Like |Link to Comment
  • What Will Happen When Zynga Drops Below $2 [View article]
    You do well. Yesterday we saw the weakness of Zynga breaking another minimum since its IPO, hitting $ 2.17. If not for the good report of Facebook certainly saw Zynga today back down. The optimism in this stock should be diluted quickly, as they have nothing to celebrate.
    Oct 24, 2012. 08:54 AM | 2 Likes Like |Link to Comment
  • What Will Happen When Zynga Drops Below $2 [View article]
    I mean just customers. You exaggerated by example. Zynga is popular because Facebook is popular. Zynga works because it is inside of Facebook with 1B users. Zynga is as popular as its platform within Facebook? Simply no, not even close, check the numbers. That's my point. So if Facebook sneezes, Zynga flu, as simple as that.
    And in this post my intention is not to defend Facebook, being popular does not mean having success, I'm certainly still bear in Facebook stock.
    Thank you very much for your attention.
    Oct 17, 2012. 11:08 AM | 2 Likes Like |Link to Comment
  • Down initially in sympathy with Zynga, Groupon (GRPN +9.4%) is now one of the day's tech standouts in spite of having no major news to rally on. This isn't the first time some of the daily deals leader's many shorts have decided to cover (I, II) at week's end. [View news story]
    Sure. No more concrete news. But there is no reason for the shares trade below $ 5 ridiculously
    Oct 5, 2012. 04:42 PM | 2 Likes Like |Link to Comment
  • 5 Bargains Rallying Off Multi-Year Lows With Room To Run: 4 Buys, 1 Avoid [View article]
    Citigroup still has long way to the rise, from the super crisis of 2008, this shares barely rose, while the bank has improved its numbers significantly.
    I am long C
    Oct 4, 2012. 12:08 PM | 2 Likes Like |Link to Comment
  • Is Groupon Now Worth Buying? [View article]
    Since then it's time to buy. The market has punished excessively for Groupon, while the quarters were improving and moving from losses to profits, stocks always remained punished. While the market allows other ridiculous quotes like LinkedIn or Amazon are incredibly overvalued, Groupon is incredibly undervalued.
    Oct 4, 2012. 12:04 PM | 2 Likes Like |Link to Comment