Last Friday and then again yesterday we previewed Facebook’s (FB) Q3 results. We also detailed some trade ideas for those long the stock or those inclined to initiate a new long position into the print, but with …
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Facebook (FB) Q3 Earnings Ideas
Event: Facebook (FB) reports Q3 results tonight after the close. The options market is implying about a 6% one day post earnings move tomorrow, which is shy of the average over the last 4 quarters …
Continue readingMorningWord 11/2/16: It’s over, you got here just in time for the death rattle
I’d love to tell you that my bright-eyed and bushy-tailed 22 year old self had a sense how big this internet thing was going to be big upon my graduation from the University of Pennsylvania …
Continue readingFacebook (FB) Pokes
Event: Facebook (FB) reports Q3 results on Wednesday November 2nd after the close. The options market is implying a little less than 6% one day move, which is equivalent to about $23 billion in market capitalization. The stock …
Continue readingMorningWord 10/6/16: Fear and Loathing in San Francisco
Strange memories on this nervous night in San Francisco. The kind of peak that never comes again? If you listen very closely, you might just be able to hear it… the sound of universal optimism around …
Continue readingMorningWord 9/19/16: All Aboard the MegaBus?
Thirty years ago, in March 13th, 1986, a little company named Microsoft (MSFT) went public. Split adjusted the IPO price was below 10 cents!. At the time the Nasdaq Composite (CCMP) was trading very near 300. MSFT …
Continue readingMorningWord 9/13/16: The Silicon Stock Exchange
Last week Kara Swisher of Recode sat down for her weekly Recode Decode podcast with venture capitalist Bill Gurley of Benchmark (early Uber investor and board member). Listen here, I have 2x: There is a …
Continue readingTech Check – XLK
Today’s price action may or may not be the start of a period of greater stock market volatility… I’ll let you know the answer soon enough 😉 But one thing is certain with today’s 2% …
Continue readingFacebook (FB) Update
On August 10th we took a look at Facebook (FB) stock and decided on a defined risk bearish trade that was looking for a mild pullback in the stock from where it currently is (about …
Continue readingFB – “Making More Humans (hard even for Facebook)”
Facebook’s (FB) $358 billion market cap (just a tad from its recent all time highs) has catapulted the social media company to now be one of the top 10 most valuable companies in the world, …
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