Tag Archives: GRPN

Follow Up On 2012′s Posts

Posted on January 2, 2013 by

As we turn to 2013, I wanted to thank all my Blog readers & visitors. Below is a brief follow up on my first 39 posts. It’s not Facebook! It’s the IPO Market! - Looking forward to 2013, I hope Twitter learned from … Continue reading →

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Groupon: The New Overstock.com

Posted on November 12, 2012 by

When I first discussed Groupon ($GRPN) in “Groupon Goods… Good for revenues, not for profits” it was clear to me that the transformation of Groupon would not be good for the company’s profits. (The stock is down >50% since.) After … Continue reading →

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$ZNGA Long Thesis

Posted on October 5, 2012 by

There are investments that I make which I’ll focus primarily on the probability of success. Even if the “reward” – if correct – isn’t that high, because the odds of succeeding are, the expected return is there. A high-grade Bond … Continue reading →

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Groupon Goods… Good for revenues, not for profits.

Posted on August 14, 2012 by

Groupon reported earnings last night, and on first glance, a 45% growth in revenues might have been something bulls would have been excited about. This is why it is crucial to look at what is driving revenues, as opposed to the actual … Continue reading →

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