NYSE - LinkedIn
pvg80713 Escreveu:Atomez Escreveu:pvg80713 Escreveu:o que é que o linkedin tem que o facebook não possa copiar grátis ?
Talvez... vir a ser comprada pelo Facebook...
atomez,
isso seria o que faria por exemplo a Oracle. Mas lembro-me quando a Microsoft copiava a concorrência, lançava produtos equivalentes e aniquilava...
Pois, mas nestes casos o que interessa não é o produto em si, mas sim a base de utilizadores que tem. Vide Skype.
As pessoas são tão ingénuas e tão agarradas aos seus interesses imediatos que um vigarista hábil consegue sempre que um grande número delas se deixe enganar.
Niccolò Machiavelli
http://www.facebook.com/atomez
Niccolò Machiavelli
http://www.facebook.com/atomez
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"The IPO Trade Is a Big Game of Chicken"
By Jim Cramer
RealMoney Columnist
5/20/2011 9:46 AM EDT
"You want the growth of LinkedIn (LNKD - commentary - Trade Now)? Go buy Salesforce.com (CRM - commentary - Trade Now). It's got accelerated revenue growth and fantastic bookings. You want the pizazz of LinkedIn? Go buy Netflix (NFLX - commentary - Trade Now), as it is much cheaper per sub and has more upside from the international market ahead of it.
This is one of those admonitions that I can't stress enough. LinkedIn could go higher until the lock-up ends. Then it will fall flat. Or it can fall flat when it reports. But mark my words, it will fall flat -- and when it does, it will not fall small.
One of the things that we saw in 1998-1999 -- not 2000 -- is that the stocks don't quit early. They tend to go higher because of endless short-sellers who come in and don't realize there is no float; you are not even supposed to be able to short it yet, as it is not marginable.
Plus we don't know how many mutual funds have finished their buying. There's so little stock around that a "full" position for all but the smallest of mutual funds will move the stock up gigantically, especially if the stock was placed with non-flippers.
I don't want to spoil the party. I don't think this is a late-1999/2000 deal, where you get a one-day pop and then a sickening decline. I say that because the stock kept roaring throughout the day.
I am saying that you are simply playing a big game of chicken. Be my guest. I did it. I made a lot of money playing chicken in 1999 and 2000. But I had a big advantage -- I followed all of the dot-coms that came public because of my founding status at this company.
Do you have an edge? "
(in www.realmoney.com)
By Jim Cramer
RealMoney Columnist
5/20/2011 9:46 AM EDT
"You want the growth of LinkedIn (LNKD - commentary - Trade Now)? Go buy Salesforce.com (CRM - commentary - Trade Now). It's got accelerated revenue growth and fantastic bookings. You want the pizazz of LinkedIn? Go buy Netflix (NFLX - commentary - Trade Now), as it is much cheaper per sub and has more upside from the international market ahead of it.
This is one of those admonitions that I can't stress enough. LinkedIn could go higher until the lock-up ends. Then it will fall flat. Or it can fall flat when it reports. But mark my words, it will fall flat -- and when it does, it will not fall small.
One of the things that we saw in 1998-1999 -- not 2000 -- is that the stocks don't quit early. They tend to go higher because of endless short-sellers who come in and don't realize there is no float; you are not even supposed to be able to short it yet, as it is not marginable.
Plus we don't know how many mutual funds have finished their buying. There's so little stock around that a "full" position for all but the smallest of mutual funds will move the stock up gigantically, especially if the stock was placed with non-flippers.
I don't want to spoil the party. I don't think this is a late-1999/2000 deal, where you get a one-day pop and then a sickening decline. I say that because the stock kept roaring throughout the day.
I am saying that you are simply playing a big game of chicken. Be my guest. I did it. I made a lot of money playing chicken in 1999 and 2000. But I had a big advantage -- I followed all of the dot-coms that came public because of my founding status at this company.
Do you have an edge? "
(in www.realmoney.com)
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"The LinkedIn Bubble"
By Jim Cramer
RealMoney Columnist
5/19/2011 2:35 PM EDT
"Does the market have to be so suicidal? Do we have to have a social media rager? You know I like this asset class and what it has done for people. But we never seem to learn, and I find LinkedIn (LNKD - commentary - Trade Now) totally painful.
I often hear people come on TV about bubbles that aren't bubbles. How many times have you heard about "the gold bubble"? But we have a limited supply of gold and a seemingly unlimited demand for the stuff. We are increasing our supply of above-ground gold by only about 1% a year -- even after this price rise -- but the demand from investors, from traders, from central banks and even from college endowments is gigantic.
But does anyone think that LinkedIn is that special? Does anyone honestly believe that it is worth $10 billion?
NO.
No one.
No one in his right mind.
Look, every day I get heat for recommending Netflix (NFLX - commentary - Trade Now), a much loved service with mass appeal that has rapidly moved to solidify its ownership of the space by rolling out streaming content and moving overseas. It is a well-run and extremely profitable juggernaut.
And it is worth $12 billion.
I don't know a soul who "loved" LinkedIn. I think that many companies could be LinkedIn. I also think that if LinkedIn is worth $10 billion, Groupon must be worth $100 billion and Facebook will turn out to be one of the most valuable companies on earth.
We all know this.
We are helpless to stop it, because they only issued a sliver of stock and because of the social media love affair.
If only the company had issued many more shares to create a small gain. I don't think you could have contained the market cap to be something more reasonable, say 4 or 5 times sales -- $25 -- with many millions of shares sold.
But this is the worst possible outcome.
This is indeed a bubble, and I join the most inveterate bears out there about this silly deal and how it will end. "
(In www.realmoney.com)
By Jim Cramer
RealMoney Columnist
5/19/2011 2:35 PM EDT
"Does the market have to be so suicidal? Do we have to have a social media rager? You know I like this asset class and what it has done for people. But we never seem to learn, and I find LinkedIn (LNKD - commentary - Trade Now) totally painful.
I often hear people come on TV about bubbles that aren't bubbles. How many times have you heard about "the gold bubble"? But we have a limited supply of gold and a seemingly unlimited demand for the stuff. We are increasing our supply of above-ground gold by only about 1% a year -- even after this price rise -- but the demand from investors, from traders, from central banks and even from college endowments is gigantic.
But does anyone think that LinkedIn is that special? Does anyone honestly believe that it is worth $10 billion?
NO.
No one.
No one in his right mind.
Look, every day I get heat for recommending Netflix (NFLX - commentary - Trade Now), a much loved service with mass appeal that has rapidly moved to solidify its ownership of the space by rolling out streaming content and moving overseas. It is a well-run and extremely profitable juggernaut.
And it is worth $12 billion.
I don't know a soul who "loved" LinkedIn. I think that many companies could be LinkedIn. I also think that if LinkedIn is worth $10 billion, Groupon must be worth $100 billion and Facebook will turn out to be one of the most valuable companies on earth.
We all know this.
We are helpless to stop it, because they only issued a sliver of stock and because of the social media love affair.
If only the company had issued many more shares to create a small gain. I don't think you could have contained the market cap to be something more reasonable, say 4 or 5 times sales -- $25 -- with many millions of shares sold.
But this is the worst possible outcome.
This is indeed a bubble, and I join the most inveterate bears out there about this silly deal and how it will end. "
(In www.realmoney.com)
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Atomez Escreveu:pvg80713 Escreveu:o que é que o linkedin tem que o facebook não possa copiar grátis ?
Talvez... vir a ser comprada pelo Facebook...
atomez,
isso seria o que faria por exemplo a Oracle. Mas lembro-me quando a Microsoft copiava a concorrência, lançava produtos equivalentes e aniquilava...
- Mensagens: 4191
- Registado: 19/4/2005 11:11
Aqui fica o primeiro boneco desta menina......
- Anexos
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- sc.png (46.99 KiB) Visualizado 10728 vezes
AC Investor Blog
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Análises Técnicas de activos cotados em Wall Street. Os artigos do AC Investor podem também ser encontrados diariamente nos portais financeiros, Daily Markets, Benzinga, Minyanville, Solar Feeds e Wall Street Pit, sendo editor e contribuidor. Segue-me também no Twitter : http://twitter.com/#!/ACInvestorBlog e subscreve a minha newsletter.
www.ac-investor.blogspot.com -
Análises Técnicas de activos cotados em Wall Street. Os artigos do AC Investor podem também ser encontrados diariamente nos portais financeiros, Daily Markets, Benzinga, Minyanville, Solar Feeds e Wall Street Pit, sendo editor e contribuidor. Segue-me também no Twitter : http://twitter.com/#!/ACInvestorBlog e subscreve a minha newsletter.
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Elias Escreveu:Fechou a 94,25 não muito longe dos mínimos do dia.
Acho que alguém vai ficar bem entalado, caso os máximos não voltem rapidamente a serem estabelecidos.....
AC Investor Blog
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Análises Técnicas de activos cotados em Wall Street. Os artigos do AC Investor podem também ser encontrados diariamente nos portais financeiros, Daily Markets, Benzinga, Minyanville, Solar Feeds e Wall Street Pit, sendo editor e contribuidor. Segue-me também no Twitter : http://twitter.com/#!/ACInvestorBlog e subscreve a minha newsletter.
www.ac-investor.blogspot.com -
Análises Técnicas de activos cotados em Wall Street. Os artigos do AC Investor podem também ser encontrados diariamente nos portais financeiros, Daily Markets, Benzinga, Minyanville, Solar Feeds e Wall Street Pit, sendo editor e contribuidor. Segue-me também no Twitter : http://twitter.com/#!/ACInvestorBlog e subscreve a minha newsletter.
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pvg80713 Escreveu:o que é que o linkedin tem que o facebook não possa copiar grátis ?
Talvez... vir a ser comprada pelo Facebook...
As pessoas são tão ingénuas e tão agarradas aos seus interesses imediatos que um vigarista hábil consegue sempre que um grande número delas se deixe enganar.
Niccolò Machiavelli
http://www.facebook.com/atomez
Niccolò Machiavelli
http://www.facebook.com/atomez
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- Mensagens: 5852
- Registado: 4/11/2002 22:48
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alguem que me ajude sff a entender.
sinceramente devo estar a ficar velho... cota...
sim eu sempre achei que a google podia ser copiada fácilmente e portanto o seu IPO a 100usd era claramente um exagero...
o que é que o linkedin tem que o facebook não possa copiar grátis ?
sinceramente devo estar a ficar velho... cota...
sim eu sempre achei que a google podia ser copiada fácilmente e portanto o seu IPO a 100usd era claramente um exagero...
o que é que o linkedin tem que o facebook não possa copiar grátis ?
- Mensagens: 4191
- Registado: 19/4/2005 11:11
Ulisses Pereira Escreveu:Mas isto era previsível, a partir do momento em que eles decidiram colocar tão poucas acções no mercado. O artigo que aqui deixei ontem do Cramer, aliás, é claríssimo.
Um abraço,
Ulisses
E vai continuar..... esta quantidade de titulos é uma maravilha para os gestores de fundos....
mas o preço acho injustificável.AC Investor Blog
www.ac-investor.blogspot.com -
Análises Técnicas de activos cotados em Wall Street. Os artigos do AC Investor podem também ser encontrados diariamente nos portais financeiros, Daily Markets, Benzinga, Minyanville, Solar Feeds e Wall Street Pit, sendo editor e contribuidor. Segue-me também no Twitter : http://twitter.com/#!/ACInvestorBlog e subscreve a minha newsletter.
www.ac-investor.blogspot.com -
Análises Técnicas de activos cotados em Wall Street. Os artigos do AC Investor podem também ser encontrados diariamente nos portais financeiros, Daily Markets, Benzinga, Minyanville, Solar Feeds e Wall Street Pit, sendo editor e contribuidor. Segue-me também no Twitter : http://twitter.com/#!/ACInvestorBlog e subscreve a minha newsletter.
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Está mesmo a ser uma festa de arromba para os daytraders.
Foram colocadas na bolsa 7.84 milhões de ações e nesta altura o volume transacionado já vai em mais de 22.5 milhões!
Quer dizer que cada ação já mudou de mãos 2 ou 3 ou mais vezes...
Foram colocadas na bolsa 7.84 milhões de ações e nesta altura o volume transacionado já vai em mais de 22.5 milhões!
Quer dizer que cada ação já mudou de mãos 2 ou 3 ou mais vezes...
As pessoas são tão ingénuas e tão agarradas aos seus interesses imediatos que um vigarista hábil consegue sempre que um grande número delas se deixe enganar.
Niccolò Machiavelli
http://www.facebook.com/atomez
Niccolò Machiavelli
http://www.facebook.com/atomez
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- Mensagens: 5852
- Registado: 4/11/2002 22:48
- Localização: Entre Marte e Vénus
Eu tenho uma palavra para este movimento.... irracionalidade..... mas os mercados são mesmo assim, ás vezes irracionais....
AC Investor Blog
www.ac-investor.blogspot.com -
Análises Técnicas de activos cotados em Wall Street. Os artigos do AC Investor podem também ser encontrados diariamente nos portais financeiros, Daily Markets, Benzinga, Minyanville, Solar Feeds e Wall Street Pit, sendo editor e contribuidor. Segue-me também no Twitter : http://twitter.com/#!/ACInvestorBlog e subscreve a minha newsletter.
www.ac-investor.blogspot.com -
Análises Técnicas de activos cotados em Wall Street. Os artigos do AC Investor podem também ser encontrados diariamente nos portais financeiros, Daily Markets, Benzinga, Minyanville, Solar Feeds e Wall Street Pit, sendo editor e contribuidor. Segue-me também no Twitter : http://twitter.com/#!/ACInvestorBlog e subscreve a minha newsletter.
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Uma festa para os daytraders!
As pessoas são tão ingénuas e tão agarradas aos seus interesses imediatos que um vigarista hábil consegue sempre que um grande número delas se deixe enganar.
Niccolò Machiavelli
http://www.facebook.com/atomez
Niccolò Machiavelli
http://www.facebook.com/atomez
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- Mensagens: 5852
- Registado: 4/11/2002 22:48
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- Mensagens: 137
- Registado: 27/1/2009 14:17
- Localização: Portugal
Será ou não um bom negocio?
Será que poderá ser uma boa oportunidade de curto prazo? ou de medio-longo prazo.
Parece-me pelas ultimas opiniões que estão a criar uma expectativa enorme em volta das socialnetworks...que poderá dar na mesma bolha que deram as dot-com...
será de aguardar para ver o que acontece...?!
Parece-me pelas ultimas opiniões que estão a criar uma expectativa enorme em volta das socialnetworks...que poderá dar na mesma bolha que deram as dot-com...
será de aguardar para ver o que acontece...?!
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Cramer: "LinkedIn Is Already Playing Games"
"LinkedIn Is Already Playing Games"
By Jim Cramer
RealMoney Columnist
5/18/2011 6:25 PM EDT
"Oops, they're doing it again. They are doing the "sliver" game with LinkedIn, the notorious sliver game, where they only let a little stock go -- this time 7.84 million shares, at $45, of course, the top of the range -- to make sure of the big pop that attracts so much attention and creates so much excitement.
And I hate it. That was, of course, the big sleight of hand that some dot-com firms pulled off in 1998 to get the whole juggernaut rolling, the huge openings on little amounts of stock so everyone would get a tiny amount, and those who really like it would pay up in the aftermarket.
I can't believe it is happening again. It is almost reckless to play this game, and I would have thought they would have worked a little harder to make history not repeat itself. Maybe the syndicate managers are all too young, but I remember. But good. Because it so overstimulated the market that it brought out a ton of companies that were able to ration shares and create pops of their own.
Why do I worry? Because LinkedIn is going out at 11x sales. That means it's a bubble from day one! Of course, one could argue, "Look how long it took for the bubble to pop," and say that we have many months before we have to worry.
I just shake my head. The game now will be who can be the next sliver-giver, and the next and the next. It doesn't end until the after the vast secondaries like the ones that hit the market in 2000, but then again, that wasn't until 15 months of partying.
Somehow I wish we could just go right to the hangover. "
(in www.realmoney.com)
By Jim Cramer
RealMoney Columnist
5/18/2011 6:25 PM EDT
"Oops, they're doing it again. They are doing the "sliver" game with LinkedIn, the notorious sliver game, where they only let a little stock go -- this time 7.84 million shares, at $45, of course, the top of the range -- to make sure of the big pop that attracts so much attention and creates so much excitement.
And I hate it. That was, of course, the big sleight of hand that some dot-com firms pulled off in 1998 to get the whole juggernaut rolling, the huge openings on little amounts of stock so everyone would get a tiny amount, and those who really like it would pay up in the aftermarket.
I can't believe it is happening again. It is almost reckless to play this game, and I would have thought they would have worked a little harder to make history not repeat itself. Maybe the syndicate managers are all too young, but I remember. But good. Because it so overstimulated the market that it brought out a ton of companies that were able to ration shares and create pops of their own.
Why do I worry? Because LinkedIn is going out at 11x sales. That means it's a bubble from day one! Of course, one could argue, "Look how long it took for the bubble to pop," and say that we have many months before we have to worry.
I just shake my head. The game now will be who can be the next sliver-giver, and the next and the next. It doesn't end until the after the vast secondaries like the ones that hit the market in 2000, but then again, that wasn't until 15 months of partying.
Somehow I wish we could just go right to the hangover. "
(in www.realmoney.com)
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