Below we previewed LNKD’s Q3 results. I am hard pressed given the expectations, and investors sentiment toward large cap internet stocks that LNKD can rise on anything other than a sizable beat and raise. But …
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Event: LinkedIn (LNKD) reports Q3 results after the close tonight. The options market is implying about a 9% one day move in either direction, which is essentially inline with the 4 qtr average of about 9%, …
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While Priceline’s (PCLN) bid for OpenTable (OPEN) last week has placed many companies that offer web based services in the sites of many investors (see my discussion from earlier here), the larger “pure-play” social media stocks …
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On one of last week’s CNBC Fast Moneys I fielded a viewer question asking my thoughts on Facebook (FB) shares at current level. The truth is I think very little of the shares right here …
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Yesterday we put on a bearish play in Zillow which was a little off our recent script of going after the momentum names that had already showed signs of breaking. Z has actually been bucking …
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When we made a bearish trade in TWTR 2 weeks ago, we identified 3 main reasons: First and most importantly, that the investor fever had broken for high valuation/high growth stocks and while they were …
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Event: LNKD reports Q1 results tonight after the close and the options market is implying about an 11% one day move which is almost in line with its 4 qtr avg move of ~10% and …
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LNKD broke down from the $200 pivot level where the stock was trading when we initiated the put spread position on Friday. Since then, the stock has been very volatile, selling off all the way …
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While social media stocks have gotten a ton of investor intention in the latest leg of the bull market, I think it is safe to say that the price action for most of the stocks …
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The social media bubble has been all the rage over the past year. Yes, I called it a bubble. Trying to time when a bubble will pop is a very difficult game, which is why …
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