3 ms·

What makes you think so (the balance sheets maybe?). I think it's gonna be a hit-and-run.

by ignifero 15y ago

nikcub 15y ago
Zynga has 5x the revenue of LinkedIn and will likely file already showing 30-40% net profit.
- ignifero 15y ago
  But what about long-term value? It may hit tens of billions the first day, but what happens in a few months?
  - afterburner 15y ago
    Most people will be thinking: "who cares."
    - hugh3 15y ago
      I like it when that happens, it creates an opportunity for those who do think ahead to profit. I don't usually dabble in options, but if Zynga is at some crazy valuation shortly after the IPO then I just might acquire some long-term puts. (Or is it calls? I forget, I don't usually dabble in options...)
      - nikcub 15y ago
        the barrier of entry to derivatives is simply knowing what they are, which thankfully is often high enough for most people not to face a margin call and lose everything
      - benmccann 15y ago
        Puts, but I don't think you'll be able to. Type LNKD into finance.yahoo.com and notice how the options tab is greyed out.
  - nikcub 15y ago
    When the economy picks up again it will likely go on for a while. Zynga built a multi-billion dollar business in a recession. I wouldn't go short on either of those stocks, especially considering how much demand there is in the public markets for something new. We are witnessing a 5-year backlog of public listings
    - Aloisius 15y ago
      I wouldn't dismiss the idea that Zynga is only popular because of the recession. After all, their userbase is the same as the daytime soap opera watchers - people without jobs.
- hugh3 15y ago
  Revenue schmevenue. I'm not one hundred percent sure about LNKD, but I'd rather own them than Zynga any day. Linkedin has the potential to create something really valuable, if it manages to do for networking-among-colleagues the same thing that Facebook has done for networking-among-friends. They're not quite there yet -- it seems that most people I know have a linkedin account but barely use it -- but if they start providing people with a reason to look at linkedin every day then I think there really are prospects to turn that into a lot of money. But Zynga? Well, my comments on the long-term prospects of Zynga are elsewhere in this thread.

What makes you think so (the balance sheets maybe?). I think it's gonna be a hit-and-run.

nikcub 15y ago

Zynga has 5x the revenue of LinkedIn and will likely file already showing 30-40% net profit.

ignifero 15y ago
But what about long-term value? It may hit tens of billions the first day, but what happens in a few months?
- afterburner 15y ago
  Most people will be thinking: "who cares."
  - hugh3 15y ago
    I like it when that happens, it creates an opportunity for those who do think ahead to profit. I don't usually dabble in options, but if Zynga is at some crazy valuation shortly after the IPO then I just might acquire some long-term puts. (Or is it calls? I forget, I don't usually dabble in options...)
    - nikcub 15y ago
      the barrier of entry to derivatives is simply knowing what they are, which thankfully is often high enough for most people not to face a margin call and lose everything
    - benmccann 15y ago
      Puts, but I don't think you'll be able to. Type LNKD into finance.yahoo.com and notice how the options tab is greyed out.
- nikcub 15y ago
  When the economy picks up again it will likely go on for a while. Zynga built a multi-billion dollar business in a recession. I wouldn't go short on either of those stocks, especially considering how much demand there is in the public markets for something new. We are witnessing a 5-year backlog of public listings
  - Aloisius 15y ago
    I wouldn't dismiss the idea that Zynga is only popular because of the recession. After all, their userbase is the same as the daytime soap opera watchers - people without jobs.
hugh3 15y ago
Revenue schmevenue. I'm not one hundred percent sure about LNKD, but I'd rather own them than Zynga any day. Linkedin has the potential to create something really valuable, if it manages to do for networking-among-colleagues the same thing that Facebook has done for networking-among-friends. They're not quite there yet -- it seems that most people I know have a linkedin account but barely use it -- but if they start providing people with a reason to look at linkedin every day then I think there really are prospects to turn that into a lot of money. But Zynga? Well, my comments on the long-term prospects of Zynga are elsewhere in this thread.