ZNGA is a company at the crossroads of a massive change in the gaming sector from the more traditional console, multi-player, or desktop format to an fast growing mobile-centric platform that has its share of profitability …
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Update: Stock is basically flat on the day heading into the print tonight, which could change fairly quickly when you consider the almost 6% rally that GRPN had in the last hour of the day …
Continue readingUpdate Dec 1st, 2011: This thing has been all over the place, I got the direction right, but timing and the magnitude wrong. Since putting this calendar on a couple weeks ago, the stock went …
Continue readingI am not even gonna say a word. But Consider the move that GOOG had from its IPO in 2004 to 2008….and has spent the last 2 years going side ways. I …
Continue readingGroupon options were listed today and as one might expect the implied volatility is through the roof and as a result of the ridiculously high rates to borrow the stock to short, the puts are trading at a …
Continue readingYesterday had a little something for everyone, I laughed, I cried, well mostly cried……even-though we spent most of the day in the green the equity markets had a sort of heavy feel to them. Chart …
Continue readingLooking at my quote screen on Bloomberg this AM, taking another look at the damage done yesterday in the equity markets. There are two things popping out to me, one of the few equities that I see …
Continue readingBespoke The Russell 3,000 is currently up 5% year to date. The average stock in the index is only up 3.61% year to date, so the larger cap stocks are clearly outperforming. Fifty-seven (57%) percent …
Continue readingI’m glad that IPO of LKND is getting some negative attention. If I hired bankers that gave away my shares at half the price that the market decided the stock was worth, I’d be pretty …
Continue readingLinkedIn LNKD is trading up big on its IPO. Is this our RenRen? RENN IPO’ed on Nasdaq on May 4th, soon after the rest of the Chinese Internet space got hit pretty hard. We’ll have …
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