From an investment standpoint the Tumblr acquisition was far more interesting, because it represents a much bigger gamble. Sure, the numbers are relatively sma

From an investment standpoint the Tumblr acquisition was far more interesting, because it represents a much bigger gamble. Sure, the numbers are relatively small now. But Tumblr is one of those companies that could end up dominating its market segment withing just a couple years. Or (more likely) it could become irrelevant and quietly closed.