One of the more interesting stories of the week came from the Wall Street Journal on Wednesday – YouTube: 1 Billion Viewers, No Profit, suggesting that despite YouTube’s massive cultural significance the video site owned by …
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There are few who would dispute that Google (GOOGL) has been, and on current estimates remains, one of the best large cap growth stories on a valuation basis. The stock trades at a PE/G (PE …
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Regular readers of RiskReversal know that we are NOT the “I told you so” guys, but… One of our trades earlier in the year was buying shares of Twitter (TWTR) prior to their Q2 results …
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TWTR touched $50 this morning for the first time since March, continuing the uptrend that has been in place ever since post-lockup low from early May: The $50 level is an important level from the …
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Here is a quick recap of all of the trades that we initiated, closed, managed, expired and considered (Name That Trades) in the week that was July 28th to August 1st: [hr] Monday July 28th: Trade: …
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Back in October 2006, when Myspace was the dominant online social network, Google made their largest acquisition to date, a $1.65 billion deal for YouTube. As with any new medium, some investors probably didn’t even know what …
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MorningWord 5/29/13: Watching the video (here) and reading the transcript (here) of AAPL CEO Tim Cook’s interview last night with the WSJ’s Walt Mossberg at the All Things Digital Conference, I can’t help but think …
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MorningWord 5/28/13: What the hell is wrong with FB?? I keep getting this question from pros and from Mom & Pop (not my my mom and pop, they still don’t know what it is). On …
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