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Gloube

Gloube
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  • More on JMP's Facebook upgrade: Mark Harding's $37 PT values Facebook (FB +0.7%) at 54x his 2013 EPS esimate. He predicts Facebook's share of the display ad market will grow to 22% in 2015 from 11% in 2011, and that the market itself will increase rapidly as more offline ad spending moves to the Web. Harding also notes daily engagement rates for Facebook users have been rising across geographies. A recent Reuters survey suggests U.S. engagement may be peaking.  [View news story]
    Based on a complex forecast analysis done by a summer intern
    Jun 7 08:37 AM | Likes Like |Link to Comment
  • French consumer spending +0.6% M/M in April vs -2.6% in March and consensus of +0.3%. Could Francois Hollande's pledge to focus on growth rather than just austerity have boosted confidence un petit peut?  [View news story]
    it's spelled "un petit peu", not "peut"
    May 31 06:04 AM | Likes Like |Link to Comment
  • Europe should be "realistic," devalue its currency and accept painful reforms so it can emerge from this crisis stronger, says Bank of Thailand Governor Prasarn Trairatvorakul. Thailand experienced this firsthand, shrinking 10.5% in '98 after setting off the Asian financial crisis, before undertaking radical changes and pulling back to average growth of 4% from 2000-2009.  [View news story]
    Can someone explain how Europe could devalue its currency (serious question)?

    Thanks
    May 30 04:54 AM | Likes Like |Link to Comment
  • Diablo 3 Delays Damage Activision Blizzard In More Than 1 Way [View article]
    "I personally know a person who decided to skip out on D3 having had a wonderful time during E3 and got frustrated at the way the release was handled."

    That's huge, do you have an estimation of the impact on the ATVI stock?
    May 22 04:04 AM | Likes Like |Link to Comment
  • Diablo 3 Delays Damage Activision Blizzard In More Than 1 Way [View article]
    Nobody cares about being unable to login during the first 24 hours, it's fixed now and millions of people are playing the game
    May 16 04:23 AM | 6 Likes Like |Link to Comment
  • A Greek exit and 50% devaluation of the new drachma would cost Germany and France a combined €155B at most, calculates Eric Dor, a very large rounding error to Western central banks these days. The real danger, of course, is contagion and the link to €15T in private and public debt in the periphery (and France), and €27T in EU banking assets.  [View news story]
    how do you devaluate money today?
    May 15 10:41 AM | Likes Like |Link to Comment
  • Facebook (FB) officially sets its IPO price range at $28-$35 in a new S-1. The company plans to sell 337.4M shares (180M in new shares, 157.4M from insiders) for a total offering size of $9.45B-$11.8B, higher than many expected. Mark Zuckerberg will sell 30.2M shares. The over-allotment option is 50.6M shares. Facebook's expected valuation range is $77B-$96B after factoring in restricted shares and options. IPO plays are following the tech sector lower: GSVC -3%. SVVC -3.1%.  [View news story]
    When can we buy shares exactly?
    May 4 04:17 AM | Likes Like |Link to Comment
  • Facebook's (FB) IPO road show could begin as soon as Monday, says CNBC, backing up today's AllThingsD report. It's added the company could begin trading as soon as May 16 or 17.  [View news story]
    all aboard the money train! tchoo-tchoo!
    May 2 06:25 AM | Likes Like |Link to Comment
  • Apple (AAPL): FQ2 EPS of $12.30 beats by $2.24. Revenue of $39.2B (+59% Y/Y) beats by $2.4B. 35.1M iPhones sold, 11.8M iPads. Shares +4.4% AH. (PR)  [View news story]
    AAPL stock has become a typical Apple consumer product: expensive, fashionable, bought blindly by millions of fanboys who do not tolerate criticisms. Does anyone know the % of float held by individuals on AAPL? If it's high, I'd say AAPL is a strong buy given the track record of other Apple consumer products.
    Apr 25 04:11 AM | Likes Like |Link to Comment
  • Nestle (NSRGY.PK) will buy Pfizer's (PFE) baby food unit for $11.85B in cash, expanding Nestle's business selling infant formula in emerging markets and hopefully helping Nestle regain some traction in China. (PR)  [View news story]
    Who are the advisors?
    Apr 23 04:29 AM | Likes Like |Link to Comment
  • Why I Disagree With The 'Euro Divorce' Idea [View article]
    I like how Americans try to summarize the economic situation in Europe when they really have no idea of what they're talking about
    Apr 4 09:45 AM | 3 Likes Like |Link to Comment
  • Zynga (ZNGA) +2% premarket on a NY Post story suggesting the company is in talks with Wynn Resorts (WYNN) about a possible online gambling partnership. ZNGA, which sees huge revenue potential in moving to real wagering, needs to form partnerships with casino operators in a number of states if it is to cash in on an expected boom in internet gambling.  [View news story]
    This makes as much sense as a shoe manufacturer deciding to do a partnership with MacDonald's to sell hamburgers.
    Zynga has no expertise, a shitty management and no money. The only thing they know is how to appear in press articles.
    Apr 4 09:05 AM | Likes Like |Link to Comment
  • Win An iPad In Seeking Alpha's 1 Million User Haiku Contest [View article]
    GOOG, MSFT, AAPL
    Should I buy or should I sell?
    One website can tell
    Mar 27 12:31 PM | Likes Like |Link to Comment
  • As spring blossoms bloom
    A cool million readers
    Watch their stocks grow too.

    Enter our Seeking Alpha 1 Million User Haiku Contest, by Tuesday at midnight, and a new iPad could be yours! (earlier)  [View news story]
    AAPL, GOOG, MSFT
    Should I buy or should I sell?
    One website can tell
    Mar 27 12:22 PM | Likes Like |Link to Comment
  • As spring blossoms bloom
    A cool million readers
    Watch their stocks grow too.

    Enter our Seeking Alpha 1 Million User Haiku Contest, by Tuesday at midnight, and a new iPad could be yours! (earlier)  [View news story]
    "The Life of a Seeking Alpha member"

    Reads Seeking Alpha,
    Becomes top contributor!
    Gets fired next day.
    Mar 27 08:58 AM | Likes Like |Link to Comment
COMMENTS STATS
104 Comments
114 Likes