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  • Facebook: A Stock I 'Like'  [View article]

    Short term - you'll be proven wrong - with everything going FB is heading way down

    Long term - you might be right but no one will know for at least a year, so going long now is risky and speculative.

    A contrarian approach is good but not so much when just about every analyst is cutting their targets.
    Oct 10, 2012. 01:07 PM | Likes Like |Link to Comment
  • One Billion Zynga Reasons To Continue Shorting Facebook  [View article]

    Agreed! and frankly I'm surprised the market hasn't reacted more violently to that comment as I think it's by far the most worrisome issue with the company: inexperienced management.

    It confirms FB management are guessing (at best) on how to monetize the site and hoping some of their new features will "stick".

    Time will tell but in the meantime, it's a wake up call for anyone that things the company deserves it's 31 P/E.
    Oct 10, 2012. 01:01 PM | Likes Like |Link to Comment
  • One Billion Zynga Reasons To Continue Shorting Facebook  [View article]

    So what's your point? Are you saying you disagree with the Short sentiment?
    Oct 10, 2012. 02:46 AM | Likes Like |Link to Comment
  • One Billion Zynga Reasons To Continue Shorting Facebook  [View article]

    I agree that "ultimate" may not be the correct word here, I would have used "most obvious" instead.
    Oct 8, 2012. 01:18 AM | 3 Likes Like |Link to Comment
  • Facebook: 'What's The Rush?' Meets 'Don't Worry, We'll Make More'  [View article]

    I'm not proposing that FB manages this process but that the Govt builds a FB app with appropriate security, id verification and privacy to reach individual votes and eliminate the current electoral vote system.

    The same approach could be used to get the public voting for any bill that is being proposed.
    Oct 7, 2012. 04:23 PM | Likes Like |Link to Comment
  • Facebook: 'What's The Rush?' Meets 'Don't Worry, We'll Make More'  [View article]

    One day in the future they may be worth more than 47B but that's a huge speculation and that's in the far distant future, not just a "few years" from now, as you put it.

    Right now and for the short-to-medium term however, they're not worth even half of 47B. FB has much to prove and many rivers to cross before they can justify such a huge valuation.
    Oct 5, 2012. 07:15 PM | Likes Like |Link to Comment
  • Is Facebook The Ultimate Short?  [View article]
    I agree with your comments about gaming and gifts.

    But then I would say there's EVERYTHING preventing FB from jumping back to 40, because I don't see any drivers that would justify such a price hike.
    Oct 5, 2012. 02:01 AM | Likes Like |Link to Comment
  • Zynga (ZNGA) has resumed trading following its Q3/2012 warning. Shares are down 16.5% AH to a new post-IPO low of $2.35, leaving the company with a market cap of less than $2B. Facebook (FB) -1.6%. Groupon (GRPN) -0.6%[View news story]
    You guys are harsh but I almost agree with you ;-)
    Oct 4, 2012. 06:12 PM | 1 Like Like |Link to Comment
  • Is Facebook The Ultimate Short?  [View article]
    @Stone Capital,

    "Nothing prevents $FB from going back to $40 before eventually falling to the single digits."

    That's an odd comment. What time frame are you referring to? How long are you planning to stay short?
    Oct 4, 2012. 03:57 PM | Likes Like |Link to Comment
  • Is Facebook The Ultimate Short?  [View article]
    Good luck! :-)

    I think you'll do well. At what price do you intend to cover?
    Oct 4, 2012. 01:59 PM | Likes Like |Link to Comment
  • Because a week wouldn't be complete without a new Facebook (FB -2.1%) ad product, the company is now giving users the chance to pay $7 to use its Promoted Posts offering, until now aimed at businesses, to make sure an important post will appear near the top of their friends' news feeds. Separately, marketing chief Carolyn Everson says Facebook has begun tailoring its ad products to specific industries such as auto and telecom - GM must be pleased[View news story]
    I can see this feature used by online marketers who are using FB to promote themselves or their business but can't see the typical user using it.

    Seems to me like another desperate move on FB to monetize the user base.
    Oct 4, 2012. 12:12 AM | 2 Likes Like |Link to Comment
  • This Time Isn't Different - Miller Energy Is A Short  [View article]

    You're giving the author and this article way too much credibility.

    If you look at the chart on MILL YTD you will see the pattern 4 times (the current decline concludes the 4th occurrence): the stock gets pumped to $5+ then gets dumped back to low $4.

    This is the work of shorts that have a huge position (8.4Million shares shorts or 24% of float) - very little to do with this article.

    imo there's huge naked shorting going on here.
    Oct 3, 2012. 02:58 PM | Likes Like |Link to Comment
  • What's Happened To Apple's Quality Control?  [View article]

    1) Like I said, we have both platforms at the shop and whereas Android used to have more issues with reliability a coupe of years ago, I would venture to say that reliability now is at least comparable, in some cases better, the iOS. But I concur this has been a strength of iOS vs. Android in the past.

    2) Clearly, iOS appeals to a certain smartphone user profile that prefers a closed ecosystem and minimal customization at the user interface level. I think that's why SOME people swear by iOS. On the other hand, it looks like the majority of people prefer the openess and custom-ability of Android. I think this trend will only increase as people become more and more comfortable with smartphone technology. Since this thread is all about AAPL's future prospects - this would be my chief argument that AAPL will lose some of it's dominance = lower share price. And I concur with your point #4 which supports this argument.
    3) Agreed but with the above caveat regarding growth

    Thanks for the good dialog!
    Oct 1, 2012. 02:30 PM | 1 Like Like |Link to Comment
  • Facebook (FB +2.2%) is rallying today even though Oppenheimer lowered its target to $27 from $41, citing mobile concerns. A CNBC appearance by COO Sheryl Sandberg could be helping. Sandberg touted the effectiveness of Facebook's Promoted Posts product, as well as studies indicating healthy ROIs for ad campaigns. Regarding the company's display ad network plans, she claimed Facebook's ability to target narrow demographic groups would help it stand out.  [View news story]
    I find it truly amazing that the market is falling for this obvious and intentfull "pump" by the company and it's execs, knowing full well they're pre-empting a sharp share price decline as a result of below-expectations upcoming earnings and major sell off from expiry lock up.
    Oct 1, 2012. 12:36 PM | 2 Likes Like |Link to Comment
  • Is Facebook The Ultimate Short?  [View article]

    I applaud your comments above. Best one in this thread and great plan for insiders.
    Sep 30, 2012. 04:22 PM | Likes Like |Link to Comment