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hisah
#241 Posted : Wednesday, October 10, 2012 4:49:07 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Twitter IPO: How CFO is learning lessons from Facebook debacle - http://bit.ly/T2teYt

Next on the IPO train is Twitter... The next suckers are being lined up since wanjikus never learn... Goodluck
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#242 Posted : Wednesday, October 10, 2012 5:41:23 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
'Excellent'...

Facebook Fought SEC to Keep Mobile Risks Hidden Before IPO - http://bloom.bg/SQBVEk

Quote:
Only eight days before the IPO, on May 9, did Facebook make clear in a filing that that daily mobile customers were increasing faster than advertising growth, potentially hurting revenue and profits. It was the strongest public signal that the IPO could fall short of its high expectations.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#243 Posted : Saturday, October 13, 2012 8:29:26 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Just a reminder - http://read.bi/TeLnSO

FB lock up (insider) releases coming up on Oct 14th - 249M shares. Then on Nov 13th 1.332B shares become available for sale.

This shares flood will crash the share price sub $15...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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guru267
#244 Posted : Saturday, October 13, 2012 8:56:06 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Nabwire wrote:
FB makes economic sense, but only if the model works.


Now this is what i call blind investing!!

@Nabwire are you saying that it doesn't matter how much you pay for a good business??

For FB to have a P/E of 15 at current prices like Apple inc. and the rest of the NYSE the profits have to triple..

With the way things are going it could take 5years to triple earnings.. Meaning its only in 2017 when fair value for FB will be $20!!

If you buy now get ready to wait 5years just to break even!!



Mark 12:29
Deuteronomy 4:16
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Nabwire
#245 Posted : Sunday, October 14, 2012 7:08:21 AM
Rank: Veteran

Joined: 7/22/2011
Posts: 1,325
You do know there is a difference between the price of a stock and the value of the company! The beauty of this game is that no one knows with certainty what the future holds, so whether you call it blind investing or not, not even you know what the future holds for FB. If their model of selling directly to users works, their profits could more than double, I love how you speak with such certainty, one would think you are the CFO of FB. How someone can say with such certainty that FB will be at $20 in 2017 is amazing, thankfully your opinion doesnt determine my investment decisions.
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guru267
#246 Posted : Sunday, October 14, 2012 9:54:44 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Nabwire wrote:
You do know there is a difference between the price of a stock and the value of the company! The beauty of this game is that no one knows with certainty what the future holds, so whether you call it blind investing or not, not even you know what the future holds for FB. If their model of selling directly to users works, their profits could more than double, I love how you speak with such certainty, one would think you are the CFO of FB. How someone can say with such certainty that FB will be at $20 in 2017 is amazing, thankfully your opinion doesnt determine my investment decisions.


There are various tools and models that one can use to predict the future with relative certainty...

Like it doesn't take a rocket scientist to figure out if you buy any stock that is NOT growing more than 100% p.a at a P/E of 45 you will be in serious tears 5years down the line as you reel in losses!

A P/E of 45 for a company with negative growth leaves a serious sour taste in my & many investors mouths!

Do not overpay for a company no matter how much it impacts your life or how much you love the business!

It has happened before and it will happen again! (Many NASDAQ stocks are still below where they were in 1999 precisely due to this problem) That is 13years of losses bruv! What will exempt FB from the same fate??

Mark 12:29
Deuteronomy 4:16
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  | | Edit by user: Sunday, October 14, 2012 9:59 AM | Reason: Not specified
Nabwire
#247 Posted : Sunday, October 14, 2012 10:19:59 AM
Rank: Veteran

Joined: 7/22/2011
Posts: 1,325
I hate it when people try to shove down their "knowledge" down your throat, ati tools to predict the future with relative certainty.... go sit down somewhere for real!!! So with your tools, how come you are not on Forbes Billionaires list making Buffett break into a cold sweat??? No one can predict the market much less predict the direction a company will take. Go give your advise to someone else, its my money I can buy FB if I want, utado?
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guru267
#248 Posted : Sunday, October 14, 2012 11:11:49 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Nabwire wrote:
No one can predict the market much less predict the direction a company will take. Go give your advise to someone else, its my money I can buy FB if I want, utado?


Boss why are you so confrontational??

I am not predicting the market.. I am predicting earnings, revenue growth & the value of the company.. (mostly using statistical measures) Then the market will do the rest!

I am merely pointing out that IMHO (as is my UNCHR given right) FB is overvalued just likey the NASDAQ was in 1999 & is unlikely to fulfil promises of exponential growth just like in 1999..

since when is advice equal to a gun to your head?

Your decision to flush your money down the toilet or not is yours alone and does not affect me in anyway!
Mark 12:29
Deuteronomy 4:16
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  | | Edit by user: Sunday, October 14, 2012 11:42 AM | Reason: Not specified
Nabwire
#249 Posted : Sunday, October 14, 2012 11:42:11 AM
Rank: Veteran

Joined: 7/22/2011
Posts: 1,325
No need of calling me boss or bruv or any other adjective, Nabwire will do just fine.
Gimme a break, now all of a sudden your opinion is humble?? Telling someone their opinion is blind investing is not humble, thats a passive aggressive way of calling someone ignorant, same thing with saying its not rocket science bla bla bla. So go ahead and predict the market, my bad earnings, amazing!!!! You need to get over yourself, I noticed you like to attack people, too bad I dont play mind games. Oh and next time, just so we are clear, I dont like unsolicited advice, sweetheart!
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kaifastus
#250 Posted : Sunday, October 14, 2012 11:47:59 AM
Rank: Member

Joined: 8/17/2011
Posts: 207
Location: humu humu
I would listen to guru if I were you...however abrasive and direct guru puts across her/his ideas s/he means well.
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