Event: LNKD reports its Q3 earnings tomorrow after the close. The options market is implying about a 9% one day move, which is below both the 4 qtr avg of about 11.25% and the 8 …
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Facebook and LinkedIn report earnings next week. Both companies came into existence almost 10 years ago, and both have rapidly become the leaders in the social networking space. Facebook is the social behemoth, while LinkedIn …
Continue readingTSLA, NFLX, LNKD, and FB have been four of the best Nasdaq performers in 2013. Ever since FB joined the ride after its July earnings, the four stocks have been the epitomes of momentum leaders, …
Continue readingLNKD is one of the main horsemen in this year’s internet sector rally. It’s a $27 billion market cap company (with less than 5,000 employees in total) that has more than doubled in 2013. The …
Continue readingThe most notable aspect of the price action today is the serious beating the year-to-date leaders are taking. A quick sample from my trading screen: P down 11.5% GMCR down 7.5% GRPN down 5.8% LNKD …
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MorningWord 9/4/13: Last night LNKD filed a prospectus (here) to sell about 4 million shares of common stock, that should equal close to $1 billion. After a quick perusal of the offering document I found …
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We previewed TSLA’s 2nd quarter earnings yesterday (included below). The key point about TSLA is that it’s a story stock, trading more off sentiment and psychology in the near-term than any fundamental valuation underpinning. That’s …
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Here is a quick recap of all of the trades that we initiated, closed, managed or expired in the week that was July 29th through Aug 2nd:
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Earlier this morning Enis previewed LNKD’s Q2 results expected after the close (below), but I wanted to quickly lay out some thoughts on expectations for the quarter, our thoughts on the stock and layout a few …
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Event: LNKD reports their fiscal Q2 earnings tonight after the close. The options market is implying about a 9.25% one day move, which is below both the 4 qtr avg of about 12.5% and the …
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