I hate to break it to the shorts, but Groupon is here to stay ...
I bought this thing as a day/swing trade, months ago, but they have REALLY stepped up their game in recent months. I don't think you can make any comparisons to the new Groupon and the one that IPO'd in late 2011. They've brought on some serious talent and they've got some serious money looking over their shoulder to make sure their top and bottom lines improve. I'm going long on this one. Not a few months long. LONNNNNNNG!
They aren't missing. If you're a subscriber you've seen the email deals 10x more per week compared to 9 months ago. I'm long and strong and ready to get the friction on. Hoping it will go down a little more tomorrow so I can double up.
I think Q4 will be decent, but I'm not really concerned, either way. Like I said, I'm going long. This will be a triple digit stock in a few years. They'll either be working with Facebook, or be part of Facebook, supplying the merchandise/activities that Facebook users want, and the graph search will make it possible to target both users and merchants very accurately. I could, of course, be wrong, but I tend to be much better at predicting long-term events than short-term ones. I give myself a 80/20 split on this one. Those are good odds, and I always play the odds, even if they're mine.