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laurolauri

laurolauri
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  • Zynga's Core Biz In Further Implosion Trouble - Facebook Is Better Off [View article]
    Exactly James Shaw ! You perfectly made the point (I would just add that the price per share is something like 1.2 times its Cash Flow, and 1.0 times the Revenues).
    For sure, there are better companies out there, but for much better prices! So where does your money come from ?
    In this case we have an "immature" company for a very cheap price...might probably be the case we make some money...hopefully. If not, patience...that's the game, you'll lose 50% on 3% of your portfolio (that's the maximum weight I would give Zynga for a sound Risk Management)...not a big deal!
    Nov 30 03:13 AM | 2 Likes Like |Link to Comment
  • Zynga's Core Biz In Further Implosion Trouble - Facebook Is Better Off [View article]
    do what you want...short it if you want, I'm sure you'll lose your money. I've always been a contrarian, and always made tons of money on doing that ! Greek stocks +50% since august, Italian banks in August +35%.......Euro/USD at 1.19 (do u remember when everyday the WSJ was saying "Europe will end soon"..."Euro is dead".? Where is now the Euro??..)

    I am sure this time is exactly the same! The price is barely worth the book value with the intangible assets already amortized !...Let's see !
    Nov 30 02:47 AM | 1 Like Like |Link to Comment
  • Zynga's Core Biz In Further Implosion Trouble - Facebook Is Better Off [View article]
    ..ps: I forgot to mention Gold, where I am obviously SHORT!
    Nov 30 02:47 AM | Likes Like |Link to Comment
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