I just noticed that I got the new feature when I went to my facebook android app and went to Nearby. It is simply amazing. Great way to find places around you, based on friend recommendations, check-ins, etc. Imagine the monetizing opportunities for FB as well. The beginnings of Facebook search as well - after all, where do you find out good places to eat, etc. - from your friends - this aggregates that data without you having to ask your friends. Personal referrals for all sorts of businesses etc. are next. I'm surprised this feature hasn't gotten more press - it truly is the beginnings of what could be a mammoth business and shows facebook has a huge chance of winning the local commerce race. Couple that with all the other recent monetization trends at FB and things are looking great for FB.
Direct to video new releases start in 2013...i.e., 26 days from now. Planes is scheduled to be released direct to video in the spring. Enjoy shorts.
Anybody else feel that the spring is loading in this stock. It hasn't moved in the last couple of days. Probably will have a monster move one way or another in the next couple of days - my bet is up.
Call me crazy, but the pop that was expected today may materialize tomorrow and throughout the week. Weak hands were washed out and shorts drawn in with that brief period today when we went negative. Based on fundamentals and the fact that people are starting to catch on to the fact that KORS knows how to play the earnings game by underpromising and overdelivering - the current quarter estimates are way too low. Kors said, in mid-March that they expected to earn .14-.16 for Q1 - in fact, with only a couple weeks left in the quarter, they must have known earnings would really be closer to $.20. Same scenario today, the quarter is almost over and they've guided for .18-.20, above estimates but, once again, there is only a couple weeks left in the quarter and I'm guessing they know that real earnings will likely be around $.25 for this quarter - that folks, is how the earnings game is played. They are calling for earnings for the 2013 fiscal year of about $1.10 or so, but I suspect that it will be more like $1.50-$1.75 or higher.
The secondary 3 months ago was the end of the lockup. See story below. If you're shorting because of end of lock up, beware:
...one company in the world that has the most information about the most people, their friends, their likes, etc. - true, the banner advertising model as currently envisioned may not support a $45 dollar price (or even a $27 price), but the FB has literally one the race to connect everyone - the money spigot has not been turned on yet. they have the potential to do creative things with ads, as witnessed by ads for companies that your network likes, with coupons and deals, etc., payments, etc. - not to mention the fact that even when you are off the fb site, tons and tons of third-party sites are connected through FB - Washington Post, etc., etc., etc.
Hopefully, you aren't getting the advice to stay silent, ala Groupon's advisors, as your stock craters - I thought you folks were smarter over there than the folks at Groupon. Stock cratering like this post-IPO can actually negatively affect the business in many ways - i.e., loss of interest, loss of edge and cool factor and, most importantly, talent drain as the best and brightest don't want to stay at a place that doesn't have the compensation, in the form of incentive stock option, upside of a company that is doing better. Saying nothing is not the best advice.
Give me your reasoning for why it is overvalued. We'll see who is correct. Remember, 5 years ago people thought Apple was overvalued because the only revenue source they had was ipods and macs - how ever could they grow into their then-astronomical valuation? See link:
all you doomsdayers are about to witness one of the biggest face ripping rallies in a stock ever over the next couple of weeks. Feel free to mark this post and call me the biggest idiot in the world if i'm wrong. i predict we are easily in the upper 30s by week end and upper 40s by end of next week? Nothing fundamentally has changed. Current ad revenue extrapolated is not where the value is. They know more about people, their likes interests, network of friends, etc. than any company in the history of mankind. True the valuation seems astronomical based on banner ad dollars, but zuck and co. Have wisely not turned on the money spigot while they were connecting every person in the world. Positive news flow over hte next couple of weeks will cause the biggest, swiftest turnaround in a "broken" ipo ever.
given they announced "bad" news today to get it out of the way on a Friday, perhaps they have some positive surprises up their sleeves in the coming weeks...at least I hope so.
So, it looks like LivingSocial exited the instant deals biz and is instead focusing on menus and delivery...checkmate, Groupon just took a huge step forward to be the defacto instant deals provider (which is where daily deals is ultimately headed anyway).
yes, because Groupon had never indicated at all any date. The 17th was just some random guess by Yahoo Finance, based on absolutely no previous statements by Groupon. Since this is Groupon's first post-IPO report, there is also no historical basis for Yahoo Finance to know roughly when Groupon expects to report (i.e, company's generally report around the same week that they historically have reported in past years, so the judgment of investing sites as to reporting dates for already public companies is better). Again, Groupon DID NOT change the date. If you think they did, do a google search and try to come up with evidence from Groupon (public statements etc., news releases) (and not third party investing sites) as to a statement of the 1/17 earning date. One could question why the date is so late - over a month after the end of the quarter, though I suspect that has to do more with GRPN being prudent given this is their first release after going public (though I['m sure shorts will argue that they want to try to delay the bad numbers as much as possible, or that there are issues with the financial statements, etc.). I guess we'll find out on Feb. 8th.
yes, but Yahoo is just an estimate. There has been no public release from IR or anything official from Groupon suggesting what the date is. Yahoo preliminary estimates are often wrong.
Agreed, at least. While that looks like a big move, remember it is only a 5% move next week. When this thing starts ripping it can fly.
After today's move, will say he's been saying it is his favorite all along. Face ripping time. Everybody said couldn't break 400 anytime soon, especially on OPEX...well, when everybody is saying that and is short/buying puts, just adds fuel for the move. Wouldn't be surprised to see this continue to rip next week.