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

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 AIG is moving closer to selling off a part of if not all of its aircraft leasing company ILFC.  This business could be worth anything from $6-10 billion and is not a core asset for the company.  AIG would be wise to take advantage of today’s favorable market environment, to sell the...Read More

Groupon (GRPN) continues to be one of the truly confounding IPO’s that have come out over the last few years.  From the very beginning they have been extremely aggressive in their accounting methods which is simply not necessary if you have a great business.  Groupon rushed into an IPO and they did everything they could...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