In one of the silliest stories of the year I’m continuously amazed at the “outrage” over the Facebook offering.  IPO investors are upset that they didn’t get the initial spike to make their day trades successful.  Any actual “investor” would be happy that the stock has dropped precipitously from the IPO price as now they...Read More

It is absurd to think that because Facebook’s IPO hasn’t resulted in instant gains for investors that bought at the IPO price, the banks that led the underwriting are at fault.  IPO’s have the odds stacked against them for retail investors as insiders are selling their stock to the public.  They aren’t selling their shares...Read More

For those investors that are beating down the door to buy the Facebook IPO, it might be a good idea to think about why insiders are willing to sell their stock.  It doesn’t mean that the price won’t rise or that in 5 years the market cap won’t be double what it is currently, but...Read More

Facebook (FB) is valuing itself at as much as $96 billion in its upcoming IPO.  This reflects a valuation of 24 times sales in the past 12 months versus 5 times sales for Google (GOOG).  While Facebook likely can grow revenue at a greater rate than Google over the short term, paying such a premium...Read More

http://www.bloomberg.com/news/2012-05-03/zuckerberg-facebook-backers-plan-to-sell-5-5-billion-in-stock.html INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

This was a really interesting article on some of the concerns that advertisers are having about Facebook, and the inability to track whether sales are coming directly from their advertising efforts.  I remember hearing similar concerns about search advertising earlier in its development and I think it is likely that Facebook will make it easier...Read More

Sales growth continues to be explosive for Facebook before their upcoming IPO.  I’d be really surprised to see the IPO valued at less than $100 billion but there is no denying the wonderful potential of this company.  There has been a lot of speculation regarding an agreement with Microsoft on search which I really believe...Read More

It appears that Mark Zuckerberg’s philosophy of running Facebook as a one man show is still alive.  While I don’t think that he is the most qualified guy to go about making billion dollar acquisitions without seeking a second opinion, investors in Facebook shouldn’t be surprised because he has been quite open about it.  Buying...Read More

I think Yahoo (YHOO) made a very intelligent move protecting their patent and going after Facebook at this juncture.  They made a similar move when Google (GOOG) was going public and they ended up settling which I think is likely in this case as well.  Facebook doesn’t want litigation like this lingering around during the...Read More