Here is Tim Travis’ research report on Facebook (FB) on Oct 31st 2012.   http://seekingalpha.com/article/964501-facebook-still-a-long-way-from-providing-a-margin-of-safetyRead More

Below is TTCM’s most recent article on Facebook (FB).  This is a company that has obviously sold off quite a bit from the IPO price but it still seems overvalued to us.  It will have to perform perfectly for many years to really grow into its valuation, and while it is possible, we tend to...Read More

I don’t have a lot of compassion for people that gambled on the Facebook IPO on the belief that the stock just had to go up.  That is not a winning investment strategy or emblematic of an investment at all.  I will say though that I though Facebook’s management did everything they could to ensure...Read More

While 2012 has been quite a good year for investors long the market, it has really been the market climbing a “wall or worry,” as opposed to real enthusiasm of the economy or the business environment.  The worst thing one can do is now pile in because they feel they need to catch up, having...Read More

I’m really looking forward to seeing Facebook’s (FB) earnings on Thursday.  Everyone will be watching the company’s revenue growth to see if it continues to decelerate.  Facebook is a tremendous business but to warrant its massive market cap the company must meet exceptionally high standards.  While they certainly may be capable of doing so, as...Read More

I found this excellent article on valuing Facebook (FB).  The author Henry Blodget makes a lot of good points at why Apple (AAPL) and Google (GOOG) offer much more attractive opportunities due to their cheaper valuations, and explosive growth prospects.  Enjoy the article: http://www.businessinsider.com/what-is-facebook-worth-2012-5 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE...Read More

One of the reasons why I thought the Facebook IPO price was outrageous was due to the increasing competition that the company is facing, which I expect to only get worse moving forward.  Technology changes so frequently and what is cool now, can be old news in six months.  In a digital age it really...Read More

The sour grapes relating to the Facebook (FB) IPO continue in today’s WSJ as Morgan Stanley’s (MS) CEO James Gorman defends the firms handling of the process.  It is my opinion that the firm acted well within its duties and I would wager that if the stock had rallied rewarding speculators, the firm would be...Read More

It looks like Apple (AAPL) is getting close to a release date on their TV product.  I wouldn’t be surprised to see it launched earlier than anticipated as Apple tends to under-promise and over-deliver. I’m also quite optimistic that they should be able to utilize their dominant technology infrastructure to deliver advertising that could add...Read More

In the story that never quits I found a very interesting quote in a Bloomberg article about Facebook (FB) CFO David Ebersman approach to pricing the IPO. “Ebersman’s aim was to maximize the company’s IPO proceeds and to cap the first-day increase at 10 percent, said the people, who asked not to be identified because...Read More