FB

An Open Letter to Mark Zuckerberg from the Last Man on the Planet that Believes in Him

by

The death of Facebook, here to fore Meta is greatly overstated. It seems that bashing Facebook is the most popular pin in a writer’s arsenal today. I’m downright sick of it.  And I’m taking the plunge in share prices as an opportunity to buy, buy, and buy.  I”ve never owned Facebook before and I don’t expect a quick spring back unless Zuckerberg immediately reads this letter and acts on it. Like I said there won’t be a quick return to glory as there are just too many haters. This is the Company whose goal is to connect the world. And … Read more

Netflix Gets some Insider Love -Insider Buying week 01-28-22

by

  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year. Last week, I started the blog saying, “at some point making money begins to matter. I’ve long scoffed at relative value analysis as a way to cultivate bad habits.  It’s addictive and should be banned. Comparing companies by silly metrics as a multiple of sales versus a multiple of earnings seems insane yet the madness of crowd behavior is a well-documented phenomenon.  It’s called bubbles and we’ve been in one for quite some time.  I love bubble investing- just point me to … Read more

Pounding the Table on $EVRG

by

  For trade, details click on this link to the trades It’s hard to get excited about insider buying during an earnings blackout.  It’s even harder to get excited about it when there is only one investable idea but sometimes, maybe all the time, it just takes one good idea to make your fortune. That was certainly the case for Dustin Moscovitz, the CEO and Founder of Asana.  He’s been buying millions of dollars worth of stock in a company that he just brought public, a year ago for 3X the price it went public for. Normally it works the … Read more

Insider Selling Swamps Buying – Week Ending in May 4-2018

by

$DDR,$RDN,$FB,$GRMN,$ORCL,$MA,$NYT,$DOCU,$BMN,$PYPL,$CRM,$MASI,$ALXN In this report, we examine stocks that C-level officers and directors bought and sold ending the week of May 4, 2018. Insiders sell stock for many reasons, but they generally buy for just one – to make money.  As a standard, we only look at material amounts of money, $100 thousand or more, as anything less could just be window dressing. The bar is different with selling, because the natural state of management is to be sellers. This is because most companies provide significant amounts of management compensation packages as stock. Therefore, with selling, we analyze for unusual patterns, such … Read more

Top Tech Leaders to Meet With Trump – WSJ

by

Many top Silicon Valley executives are expected to attend a meeting with President Trump on Wednesday that will help steer the complicated relationship between the incoming White House and the nation’s tech companies. Disclaimer. We are long Facebook for a trade with a small position in Apple.  Notable in the recent Trump rally is that tech stocks have been a laggard.  This meeting has the potential to create an outsized move in the stocks.  Trump has been a vocal critic of Apple and Amazon. Facebook director, Peter Thiel, is on the Trump advisory committee.  Facebook also made an effort to … Read more

Let me check my math Facebook versus Apple $FB vs $APPL

by

Facebook $FB reported a blow out quarter yesterday, earning $1.56 billion.  The stock popped $13.34 or based on its 2.8 billion shares outstanding that’s a whopping $37.35 billion increase in market value. Apple $APPL reports a quarterly profit of $18.4 billion, the largest in its  history and the stock loses $40 billion in market value. I know this is not dollar for dollar math comparisons but it is still math.  

Silicon Valley Faces Private Sanity Check – WSJ.com

by

Silicon Valley Faces Private Sanity Check By ROLFE WINKLER A wave of sanity is washing over Silicon Valley after Facebook’s FB +3.00% listing debacle, and that may be bad news for private companies looking to raise money. Suddenly, investors seem to care about business fundamentals again. Instagram surfed the wave perfectly. Despite having no revenue, it sold itself to Facebook for cash and stock currently worth $920 million. But the new focus on fundamentals makes it trickier for hot start-ups like Twitter,LivingSocial and Square to justify the peppy private valuations they have recently received or are seeking. via Silicon Valley Faces … Read more

Facebook IPO Seen Deepening Investor Distrust of Stocks – Bloomberg

by

Facebook IPO Seen Deepening Investor Distrust Of Stocks By Elizabeth Ody and Margaret Collins – May 25, 2012 10:01 PM MT Facebook Inc. (FB)’s initial public offering, plagued by trading errors and a 16 percent drop in the share price, will push more individual investors out of a stock market they already distrust after the financial crisis. “This is clearly the latest in a long string of events that is eviscerating the confidence investors have in the market,” said Andrew Stoltmann, a Chicago attorney who represents retail investors. “The perception is Wall Street jiggered this IPO so the underwriters made … Read more

| Felix Salmon

by

Morgan Stanley’s $2.4 billion Facebook short By Felix Salmon MAY 21, 2012 Matt Levine had a very wonky post on Friday afternoon about the dynamics of the Facebook IPO in general and of the very misunderstood greenshoe option in particular. Now that we’ve all had a nice relaxing weekend, it’s maybe worth revisiting that greenshoe, because it’s actually possible, given Facebook’s tumbling share price today, that Morgan Stanley will make a substantial amount of money on it. First, it’s worth explaining how the greenshoe option is meant to work. In the IPO, the underwriting banks — there were lots of … Read more

‘s pain

by

Although NYSE lost the Facebook listing, the way Nasdaq bumbled it is surely to help the NYSE long term. According to Barron’s article April 21st,  “Even as it invests in its technology and post-trade-services businesses, the firm has streamlined expenses, eliminating $670 million in costs since 2008. As a result, free cash flow last year was $870 million, on $2.7 billion in revenue. NYSE Euronext has signaled that its strong balance sheet can support a bit more debt, enabling it to steadily return cash to shareholders both through share buybacks and a generous dividend—which at the stock’s recent level near $27 … Read more

Facebook Action Done In Secondary Markets

by

Looks like May will bring Facebook shares out of the shadows of the secondary markets and into the spotlight. The month before may will be a quiet one though, as the social media company halted all trading of its shares this week.   According to SharePost, Facebook is looking “to help ensure its orderly transaction into the public markets”.  While it’s common to see a halt before the IPO, this is the first time trading has been halted for as long as a month.  Although the $100 billion valuation on the company should merit some special consideration.     Facebook sets … Read more

The Decline in this Stock is all Google Needs – ACOM, GOOG – Foolish Blogging Network

by

The Decline in this Stock is all Google Needs By Shawn Robinson – February 20, 2012 | Tickers: ACOM, GOOG | 0 Comments Shawn is a member of The Motley Fool Blog Network — entries represent the personal opinions of our bloggers and are not formally edited. Ancestry.com (NASDAQ: ACOM) reported fourth quarter earnings in line with analyst estimates but showed weakness in estimated 2012 profit driven by a less than expected 12% growth in subscribers. The negative outlook caused shares of the company to plunge almost 17% by the end of trading this past Thursday. This significant drop in … Read more

WATCH: Facebook’s $200 Million Graffiti Artist

by

WATCH: Facebook’s $200 Million Graffiti Artist Posted by Jackie Cohen on February 2nd, 2012 12:58 PM David Choe, the graffiti artist who covered Facebook’s walls took compensation in the form of stock currently worth $200 million, and the value of it is getting him a lot of ink. Videos of Choe are also getting more views than ever, especially footage showing the artist incorporating a pair of stick figures that the Mark Zuckerberg put up on one of the walls at the Menlo Park headquarters. We’ve embedded three clips of Choe’s work at Facebook below. Let us know what you … Read more

Thinking About Retirement? Forget 401Ks, Graffiti Pays… A Lot.

by

Ok, so maybe picking up a can of spray paint isn’t the best retirement option for everyone, but it certainly worked out for David Choe.  Back in 2005 and under the direction of Napster kingpin Sean Parker, he adorned the walls of the Palo Alto with his street styled tagwork (the rest of his mixed medium works can be seen here).  Upon completion, Parker asked if he would like to be compensated in cash or in an equal value of stock.  While Choe is no beacon of the mainstream social environment, he took a gamble and accepted the offer of … Read more

Facebook Under Fire as it Approaches IPO

by

I’m sick of Facebook.  The name makes me cringe every time the talking heads on CNBC spout out the same regurgitated facts; all too reminiscent of Armani  clad penguins feeding vast fields of their young.  Regardless, here’s some news that might  get a smile out of your spiteful inner self: lawsuits against the social media giant are rapidly piling up as we near the initial public offering.  No, the company didn’t decided to go on one last rampant crime spree just before going public.  It’s the scent of money in the air that drives the shoals of patent lawyers into … Read more