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  • LinkedIn: How The Massive Selloff Is Justified  [View article]
    Very helpful, but your argument that LinkedIn could still be overvalued is unconvincing because you use company guidance figures for LinkedIn but analyst guidance for Twitter and Facebook. The company could just be giving conservative guidance. Since the price crash, analysts have issued adjusted target prices for LinkedIn 50 to 100% above the current price ($107.13), possibly suggesting they think the guidance is too low.
    Feb 5, 2016. 09:15 PM | Likes Like |Link to Comment
  • LinkedIn: How The Massive Selloff Is Justified  [View article]
    I agree with Crackers comments. Also, LinkedIn could be a takeover target of Facebook. They would fit quite well together.
    Feb 5, 2016. 08:28 PM | 6 Likes Like |Link to Comment
  • With the meme circulating that a sub-15 VIX is rare, not likely to last, and consequently bearish for stocks (I, II), Bespoke reminds that prior to 2007, sub-15 was closer to the norm. In one 3 year period - 1993 to 1995 - the VIX closed below 15 on 89% of all trading days.  [View news story]
    Maybe we are all becoming desensitized to Euro/Iran/China hard landing/fiscal cliff crises.
    Aug 14, 2012. 05:56 PM | 1 Like Like |Link to Comment