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(CNBC)   #TwitterNov15NYSE   (cnbc.com) divider line 36
    More: Followup, tentative, IPO, NYSE, debt limit  
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5749 clicks; posted to Main » on 16 Oct 2013 at 7:19 AM (45 weeks ago)   |  Favorite    |   share:  Share on Twitter share via Email Share on Facebook   more»



36 Comments   (+0 »)
   
View Voting Results: Smartest and Funniest
 
JJR
2013-10-16 07:22:15 AM
should I buy at the opening bell?
 
2013-10-16 07:24:17 AM
This will be the Facebook IPO all over again.
 
2013-10-16 07:32:15 AM
One of these days someone is going to clearly explain to me what these companies do to earn their billions.
...because right now this sounds like a dot-com money sink.
 
2013-10-16 07:33:55 AM

autopsybeverage: This will be the Facebook IPO all over again.


I think the whole point of them using NYSE is so that it *isn't* the Facebook IPO all over again
 
2013-10-16 07:37:28 AM

way south: One of these days someone is going to clearly explain to me what these companies do to earn their billions.
...because right now this sounds like a dot-com money sink.


Yes, Twitter has been shown to be profitable in the 10s of millions, I don't know how its going to ever make billions to recoup this investment.
http://www.businessinsider.com/twitter-is-obscenely-profitable-2011- 6
 
2013-10-16 07:39:06 AM

MindStalker: way south: One of these days someone is going to clearly explain to me what these companies do to earn their billions.
...because right now this sounds like a dot-com money sink.

Yes, Twitter has been shown to be profitable in the 10s of millions, I don't know how its going to ever make billions to recoup this investment.
http://www.businessinsider.com/twitter-is-obscenely-profitable-2011- 6


Twitter will sell Facebook ads and become Twitbook.
 
2013-10-16 07:39:49 AM

Cormee: autopsybeverage: This will be the Facebook IPO all over again.

I think the whole point of them using NYSE is so that it *isn't* the Facebook IPO all over again


So their early investors will watch the price tumble in a new environment?
 
2013-10-16 07:41:29 AM

autopsybeverage: Cormee: autopsybeverage: This will be the Facebook IPO all over again.

I think the whole point of them using NYSE is so that it *isn't* the Facebook IPO all over again

So their early investors will watch the price tumble in a new environment?


Yep, but at least they'll be able to sell their stock. Well that's the plan, anyway.
 
2013-10-16 07:42:50 AM
I don't know why anybody would ever buy at an IPO. It means the owner of the company thinks it is a good time to sell.
 
2013-10-16 07:44:03 AM
 
2013-10-16 07:44:25 AM

The Beatings Will Continue Until Morale Improves: MindStalker: way south: One of these days someone is going to clearly explain to me what these companies do to earn their billions.
...because right now this sounds like a dot-com money sink.

Yes, Twitter has been shown to be profitable in the 10s of millions, I don't know how its going to ever make billions to recoup this investment.
http://www.businessinsider.com/twitter-is-obscenely-profitable-2011- 6

Twitter will sell Facebook ads and become Twitbook.



daviddemar.files.wordpress.com

/hot hot hot
 
2013-10-16 07:59:33 AM

Twinkles: I don't know why anybody would ever buy at an IPO. It means the owner of the company thinks it is a good time to sell.


Lol wut?
 
2013-10-16 08:08:57 AM
Hey! They've been losing money since the beginning. Sounds like a great buy!
 
2013-10-16 08:12:02 AM
Re twitter douchebags; Real Estate requires a guru?

mikemeyersguru.jpg
 
2013-10-16 08:12:51 AM

JJR: should I buy at the opening bell?


Yes, gold and ammunition...

/wtf america
 
2013-10-16 08:24:57 AM
But we're defaulting and the entire world economy is going to collapse because Preznit Fart.
 
2013-10-16 08:27:57 AM
Goldman Sachs is handling this IPO.  It WILL be another facebook.
 
2013-10-16 08:35:31 AM

NSFW: Goldman Sachs is handling this IPO.  It WILL be another facebook.


Isn't there some way to bet AGAINST a stock?

/5 shares says it drops by half it's value in the first day.
 
2013-10-16 08:36:30 AM

MindStalker: way south: One of these days someone is going to clearly explain to me what these companies do to earn their billions.
...because right now this sounds like a dot-com money sink.

Yes, Twitter has been shown to be profitable in the 10s of millions, I don't know how its going to ever make billions to recoup this investment.
http://www.businessinsider.com/twitter-is-obscenely-profitable-2011- 6



Yea, that's sort of where I'm stuck.
I get that advertising makes money, sometimes alot of money, but I don't see twitter being an internet crossroad like Google.
Sure they'll make a profit, but nothing near what people seem to be expecting.
 
2013-10-16 09:00:14 AM

way south: One of these days someone is going to clearly explain to me what these companies do to earn their billions.
...because right now this sounds like a dot-com money sink.


People are still thinking they can make it up on volume, I mean, sell their userbase demographic info. So this time it's totally different and Facebook really is worth eleventy brazillion dollars and it's nothing like pets.com or anything like that.

/actually, pets.com had an actual product
//facebook has what, our cat pictures and stories of hemerrhoids? How does that sell?
 
2013-10-16 09:00:38 AM
    
NSFW: Goldman Sachs is handling this IPO.  It WILL be another facebook.
Isn't there some way to bet AGAINST a stock?
/5 shares says it drops by half it's value in the first day.

It is called shorting a stock, which is a strategy many hedge funds incorporate.
 
2013-10-16 09:01:53 AM
It's such a lightweight social media platform with worldwide adoption and a fantastic API. And the sheer amount of data there to mine... I'm tempted, I have to admit it.
 
2013-10-16 09:05:49 AM

Goimir: //facebook has what, our cat pictures and stories of hemerrhoids? How does that sell?


They OWN your location data from your posts, your family members from your organizational groups, your e-mail, your phone number, where you went to school, where you went on vacation, your political preferences, and what's currently happening in your life by what you post on your wall.

/Advertisers want all that info, and are willing to pay for it
 
2013-10-16 09:18:37 AM
Who is actually using Twitter?

In my real life, I think I know maybe one or two people who actually use Twitter. I've tried, but just can't stay interested.  It's seems like just a big wall of noise, and is only a tool that the media uses to keep track of celebrities, athletes, and politicians, who just blow it's actual real world relevancy way the hell out of proportion.
 
2013-10-16 09:20:53 AM

way south: MindStalker: way south: One of these days someone is going to clearly explain to me what these companies do to earn their billions.
...because right now this sounds like a dot-com money sink.

Yes, Twitter has been shown to be profitable in the 10s of millions, I don't know how its going to ever make billions to recoup this investment.
http://www.businessinsider.com/twitter-is-obscenely-profitable-2011- 6


Yea, that's sort of where I'm stuck.
I get that advertising makes money, sometimes alot of money, but I don't see twitter being an internet crossroad like Google.
Sure they'll make a profit, but nothing near what people seem to be expecting.


Not everything scales.

That being said, I figured Twitter would be on the downslide with the advent of smartphones. I think they really missed the boat. They should have done their IPO back in '02, when nobody had smartphones and everyone was texting everything.

Of course, if the internet goes pay-per-view, twitter will be the only way that people can get real news, in 140 char sound bytes.

Things twitter has going for it:

It's uncensored. FB has a big censorship problem. There's heavy-handed mods, and the constant effort against letting people see everything.

The ads fit the medium. Twitter, even if it pushed sponsored tweets on you every fifth tweet, would not take up 4/5ths of its (and/or user's) bandwidth pushing ads. Contrast that with your average website where most of the bandwidth gets used for advertisement.

It's permanent. Tweets are stored by the LOC. It's like a newspaper in that respect. Contrast every other online community where content exists at the whim of the site owners. Once it's out there, it's out there for good. See also, censorship.

It's easily accessable in times of trouble. All you need to do to post is text to 40404. You can easily do this when all you have is basic "i can make a call" cell service. Great for large events like a sports game, protest march, mass casualty event, etc. Basically anywhere that news is happening and towers are totally farked, you can probably still use twitter. Try posting to facebook or tumblr that way.
 
2013-10-16 09:29:30 AM

fluffy2097: Goimir: //facebook has what, our cat pictures and stories of hemerrhoids? How does that sell?

They OWN your location data from your posts, your family members from your organizational groups, your e-mail, your phone number, where you went to school, where you went on vacation, your political preferences, and what's currently happening in your life by what you post on your wall.

/Advertisers want all that info, and are willing to pay for it


Yeah, so they can sell the info. How much is that worth? How much is it really worth? How much is unique? The only unique thing I see is "what I post about". Political leanings and friends, I'll give you a 1/2 on those. Everything else is either public knowledge or can be gleaned from bank statements, credit reports, voter registration info...

The little they do glean isn't worth the overhead. Also, I've yet to get any interesting spam, be it phone, email, or dead tree since I established an online presence. Nothing they're pushing hs been noteworthy. Nothing has convinced me to buy anything. Therefore, anecdotally at least, they're wasting the data.
 
2013-10-16 09:30:59 AM

drgloryboy: NSFW: Goldman Sachs is handling this IPO.  It WILL be another facebook.
Isn't there some way to bet AGAINST a stock?
/5 shares says it drops by half it's value in the first day.

It is called shorting a stock, which is a strategy many hedge funds incorporate.


How do you short an IPO?
 
2013-10-16 10:50:38 AM

Goimir: The little they do glean isn't worth the overhead.


http://www.spokeo.com/  begs to differ.

/Didn't you ever think someone else can be interested in your personal information?
 
2013-10-16 11:11:00 AM

The Beatings Will Continue Until Morale Improves: drgloryboy: NSFW: Goldman Sachs is handling this IPO.  It WILL be another facebook.
Isn't there some way to bet AGAINST a stock?
/5 shares says it drops by half it's value in the first day.

It is called shorting a stock, which is a strategy many hedge funds incorporate.

How do you short an IPO?


Generally you want to use an option, rather than a short, because it limits your exposure.  With an option put, you have the opportunity but not the requirement to sell the stock at the strike price before a future date, with a short, you are required to do so.  So you'd take a strike below the IPO price, and hope that the stock decreases to (strike - cost) so that you profit.

That advantage is that you limit your losses if you're wrong - a short can theoretically cause unlimited losses, while an option will only put you out the cost of the option.
 
2013-10-16 11:36:44 AM

fluffy2097: Goimir: The little they do glean isn't worth the overhead.

http://www.spokeo.com/  begs to differ.

/Didn't you ever think someone else can be interested in your personal information?


I'm not purchasing a spokeo membership. Again, all that data can be found with dmv records, google, a credit report... typical gumshoe bullshiat that anyone with 2 hours can find for free.

But it takes 2 hours to find it. OK, so that's $50. Truth is, most people are going to buy what they need from who they know. The only thing keeping this bubble alive is "90% of advertising dollars are wasted, and nobody can ever figure out what the 10% that works is."

Truth be told, impulse purchases are governed by signs, yellow pages/internet search, and personal reccomendation. Non-impulse purchases are by the same three in reverse order. Targetted print ads might tell you about a new washer or phone or something, but you'll see that when you go to the point of purchase, and you'll ask your friends before you purchase something like that anyway.

What does the data do for them? Maybe it could help with discretionary spending that's planned mid to long term and very personal, vacations, resturants, bars, shows... maybe for purchasing media like books, movies, music... but it's hard to tell what people will like based on demographics. Facebook might be able to figure it out, but can they do it cheaply enough?

And the other problem is saturation annoyance. If I keep seeing ads for something I might otherwise like, I'll get the feeling that it's being crammed down my throat and become jaded. I don't tend to believe anything, and will excersise due dilligance on anything that's going to be more than $5, will be around for more than a few hours, and not a commodity. So yeah, I might be looking for a new phone, and they know I'm a musician who plays out frequently in informal settings, but the phone that has the biggest screen and the longest battery life will be the next one I buy, if I can afford it. I'll find that out with reviews, not by believing that Facebook knows which phone is the best for me. Is facebook going to realize that I'm a welder and have no feeling in my fingers so I cannot feel a touchscreen until I'm bending the glass? I mean, there are too many variables and people have too much invested in their money just to buy things based on such things.
 
2013-10-16 03:02:10 PM
In between government shutdowns.  Good timing.
 
2013-10-16 03:49:22 PM

Goimir: I'm not purchasing a spokeo membership.


Your employer might find it invaluable. For denying you employment.

/maybe one of your facebook posts is why you didn't get that cushy job you wanted so badly...
//Just because YOU won't pay for your own data doesn't mean somebody else won't.
///But I guess you are just so incredibly myopic you can't understand everyone doesn't have the same motives as you.
 
2013-10-16 03:53:10 PM

fluffy2097: Goimir: I'm not purchasing a spokeo membership.

Your employer might find it invaluable. For denying you employment.

/maybe one of your facebook posts is why you didn't get that cushy job you wanted so badly...
//Just because YOU won't pay for your own data doesn't mean somebody else won't.
///But I guess you are just so incredibly myopic you can't understand everyone doesn't have the same motives as you.


I don't post anything on the internet that I don't stand behind 100%. If someone doesn't want to hire me because of who I am, better everyone find out about it sooner than later.
 
2013-10-16 03:53:37 PM

RsquaredW: The Beatings Will Continue Until Morale Improves: drgloryboy: NSFW: Goldman Sachs is handling this IPO.  It WILL be another facebook.
Isn't there some way to bet AGAINST a stock?
/5 shares says it drops by half it's value in the first day.

It is called shorting a stock, which is a strategy many hedge funds incorporate.

How do you short an IPO?

Generally you want to use an option, rather than a short, because it limits your exposure.  With an option put, you have the opportunity but not the requirement to sell the stock at the strike price before a future date, with a short, you are required to do so.  So you'd take a strike below the IPO price, and hope that the stock decreases to (strike - cost) so that you profit.

That advantage is that you limit your losses if you're wrong - a short can theoretically cause unlimited losses, while an option will only put you out the cost of the option.


Options usually aren't available in early trading, same with short shares.
 
2013-10-16 03:54:22 PM

JJR: should I buy at the opening bell?


Naw, wait until about mid day that's usually when the dead cat bounces.
 
2013-10-16 10:20:34 PM
there is no way this ill be facebook all over.

this is the  one to buy. they scared Joe Public with the facebook debacle...

.it might be a short term top in the mkt tho
 
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