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    Update on $4 Facebook Short Thesis

    Published: September 06, 2012

    Facebook shares sank after BMO Capital analyst Daniel Salmon wrote that many advertisers appear to be reducing the amount of money they're spending on the website. Two out of every three advertisers contacted by Salmon divulged information that was negative for the stock, the analyst wrote.

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    Contrary Call: Go Short Zynga Shares

    Published: April 26, 2012

    I like to think of Zynga as an oil company. It has a large collection of assets (games) that are either growing through new discovery or depleting due to use. Although as the OMGPOP acquisition shows, digital assets can deplete much more rapidly than an oil field.

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  • Logo whitebg 400

    Contrary Call: Go Short Zynga Shares

    Published: April 26, 2012

    I like to think of Zynga as an oil company. It has a large collection of assets (games) that are either growing through new discovery or depleting due to use. Although as the OMGPOP acquisition shows, digital assets can deplete much more rapidly than an oil field.

    Read More »