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When the markets are going nuts and participants are frenzied and confused, I want to take the other side of the trade. Emotions are running red hot with high energy across the full spectrum from excitement over the $FB IPO to angst over Europe and the $SPY price correction, I am doing very little…
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Sure, Buzzfeed’s Jon Steinberg is invested in the social web so it is no surprise that he leans bullish Facebook. But he’s also smart and understands the dynamics of advertising, social and mobile from the playing field and with rich insight. He sat down with Carl and the Squawk Box crew yesterday and advances the…
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One more point regarding these Facebook proxy trades that are ripping yesterday and today as the $FB IPO date nears. Today, $RENN, $YELP & $P are also all running in addition to the $ZNGA, $GSVC and $FIO that I mentioned in the earlier post (all up again today). I view these plays as a…
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Yesterday, my pal Kid Dyamite lamented that he might get the shares of Facebook that he put in for with his broker. His worry is understandable given the tape has been dreck for six weeks, valuation in the name is nosebleed and skepticism on the issue abounds. But I’m thinking Kid has little to…
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$YHOO has been mismanaged from the top down since Tim Koogle‘s bar mitzvah. Despite this, it has somehow retained a huge slice of internet traffic and owns what continue to be some of the best web properties in the world. With Loeb gaining considerable leverage, the potential exists to unlock latent value over time as…
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Last week, we went up to Boston & presented to a group of students & faculty. It was a lot of fun. I did a talk about trading and experience. Here’s the audio: Special thanks to investingfreak who taped this and hit me with the embed code.
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The social momentum around the JP Morgan story is unprecedented in the short time since we launched the StockTwits Social Heatmap 3 weeks ago. Here’s a snapshot of the 12 Hour Financial Sector Heatmap. As you can see, $JPM is so thoroughly dominating interest with huge message velocity on the name. Investors, traders and…
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This is just awesome and my favorite Youtube video of the year so far. The presence to make this play by a 6yo. Ridiculous!
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I’m loving where the social web is and headed in the finance vertical. Last weekend, I was in New Orleans at the Options Industry Conference and had a chance to talk to a number of pr and marketing execs from the banks. When we discussed the real time web, user generated content, StockTwits and…