Showing posts with label shares. Show all posts
Showing posts with label shares. Show all posts

Tuesday, May 24, 2011

Tuesday, December 14, 2010

Facebook Shares Are Up 77% In Three Months – Here's Why

Facebook Sheryl Sandberg COO

Facebook shares are going for $23 a pop in a 100,000 share auction at SharesPost this Thursday. A private investor tells Forbes that's 77% higher than he paid only three months ago.

Facebook's implied valuation on SharesPost is $43 billion.

SharesPost isn't the only company cashing-in on Facebook-mania.

A couple weeks ago we wrote about a new cottage industry of companies formed solely for the purpose of holding Facebook stock and then selling stock in those derivative companies.

Why is Facebook hype so strong right now?

Some ideas:

  • Tremendous user-adoption. The site now has well over 500 million uniques.
  • Revenue traction. Last spring, we heard Facebook revenues could cross $2 billion this year. Who knows where the projections are now.
  • Some very successful industries are being built on top of Facebook – group-buying and social gaming – and Facebook is collecting "taxes" on those industries. In social gaming, Facebook collects 30% PLUS marketing expenses.
  • Facebook keeps hosting press conferences for product rollouts and press keep attending them.

Some reason hype shouldn't be so strong?

  • We have no real idea if Facebook revenues are actually near $2 billion. The company is private and doesn't have to report numbers to anyone.
  • Groupon and its clones buy lots of Facebook ads, and we don't know if group-buying is a sustainable advertising model. Some local merchants say it kills their margins.
  • Zynga and the other social game companies are desperate to find a way to live off Facebook. Google is supposedly building an alternative.

Meet the (soon-to-be) Facebook billionaires >>

Follow Nicholas Carlson on Twitter >>

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Facebook Shares Are Up 77% In Three Months – Here's Why


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Friday, November 12, 2010

Esri pushes GeoMedicine, shares My Place History and goes mobile on iOS

I received a cool tip off from the good folks at Esri who’ve enlightened me a little not only on a great effort called “GeoMedicine” (FYI, the topic of medical geography was a favorite of mine back in my U Vic days when I was studying my fave classes on medical geography under the late [...]

Post originale: http://blog.gisuser.com/?p=8027

Monday, October 18, 2010

REMINDER: If You're Not Willing To Own Apple Shares Today, Then Exit The Stock Market Now

Polite reminder: Nothing really matters today except whether or not Apple can impress investors with its latest earnings, set to be released after the market close.

Remember September 28th?

That was when a mini flash-crash in Apple shares alone appeared to cause a mini flash-crash in the entire Nasdaq. Once rumors of Apple COO Tim Cook's departure were quashed, Apple investors cheered and the Nasdaq recovered, as shown by the reproduced September 28th charts below.

Chart

Chart

As previously highlighted, many believe the outsized effects of Apple on the market are likely caused by the company's near-20% weighting in the Powershares QQQ Trust ETF (QQQQ).

Yet to make things a bit more complicated, Apple likely has to beat not just its stated guidance, which it frequently low-balls on purpose, but also its implied real earnings expectations (including the assumption that official guidance has been low-balled) which Dan Frommer has calculated here.

So really it's probably this simple -- If you're not comfortable to hold AAPL shares ahead of this afternoon's earnings, then you shouldn't be comfortable trading the market into tomorrow. And vice versa.

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