Category Archives: Capital markets commentary

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• Hilarious video in the s*** people say series... VC installment: http://t.co/LkUhDPjH $$ about 11 hours ago from StockTwits Web ReplyRetweetFavorite
• Not to rain on BLS parade, but there's grey in silver lining http://t.co/j05tzTAB & http://t.co/nv7T36Th Retail is a truer signal $AMZN $$ about 12 hours ago from StockTwits Web ReplyRetweetFavorite
• What would all entities in world from now until end pay to access a network sub? A way to look at network value: http://t.co/u9cZG5Ut $FB $$ 11:41:01 AM February 03, 2012 from StockTwits Web ReplyRetweetFavorite
• Speaking of $FB IPO, valuing a network isn't same as valuing a mere business. New CoRise report illustrates point: http://t.co/jZ5Cpa9b $$ 01:47:33 AM February 03, 2012 from StockTwits Web ReplyRetweetFavorite
• The trio at $FB's core: Zuck's network vision http://t.co/pODzMN0B Infrastructure http://t.co/PfErUxVn Mobile http://t.co/BzVVB2VD $$ 11:41:31 AM February 02, 2012 from StockTwits Web ReplyRetweetFavorite
• Wonder if physical store locations & popularity of these is in a way $AAPL's version of network effect http://t.co/X2ypegS6 $$ 11:45:39 AM February 01, 2012 from StockTwits Web ReplyRetweetFavorite
• Very interesting overview by @bhorowitz of VC model that's more like merchant bank than pure investing operation http://t.co/ERHAVi2z $$ 11:44:13 AM February 01, 2012 from StockTwits Web ReplyRetweetFavorite
• Don't see why such a big deal is made of $GS not leading $FB IPO. They're a major shareholder. http://t.co/9PfwKNl6 $$ 11:42:42 AM February 01, 2012 from StockTwits Web ReplyRetweetFavorite
• After $FB IPO, $TWIT will be next one to watch. Both will be very different companies in 10 years. http://t.co/TIRDMoxd $$ 11:44:30 AM January 31, 2012 from StockTwits Web ReplyRetweetFavorite
• New memory chip standards in the making could revolutionize hardware possibilities. Watch $HPQ & $PC on this. http://t.co/YRjmUSF7 $$ 11:41:12 AM January 31, 2012 from StockTwits Web ReplyRetweetFavorite
• Note downward trend-line (lower peaks, troughs) in post-WW2 GDP-growth. Maybe current econ is merely in the pattern. http://t.co/iEyuiC5o $$ 11:39:19 AM January 31, 2012 from StockTwits Web ReplyRetweetFavorite
• According to this analyst, big tools for big data are still light on big uses. The next big phase in evoution. http://t.co/ThF5IN9a $$ 11:32:39 AM January 30, 2012 from StockTwits Web ReplyRetweetFavorite
• Analogy of early $EBAY & $AMZN eventually moving separate ways, w current $GRPN & $LVSCL profiles that will evolve http://t.co/tTGaG9nw $$ 11:16:56 AM January 30, 2012 from StockTwits Web ReplyRetweetFavorite
• The difference between evaluating a network & a mere business. Perspective on the $FB IPO. New post: http://t.co/34n5TCpz $$ 03:43:08 PM January 29, 2012 from StockTwits Web ReplyRetweetFavorite
• Thinking beyond the immediate step, as it applies to those consumed by immediacy: http://t.co/PHBA8rbA (Also here: http://t.co/y7Cbydeb) $$ 11:25:34 AM January 29, 2012 from StockTwits Web ReplyRetweetFavorite
• Life cycles not only tech, but also services, tastes, whole sectors. For example see $BKS $AMZN retail & publishing http://t.co/Y6l5YUW1 $$ 11:18:20 AM January 29, 2012 from StockTwits Web ReplyRetweetFavorite
• A perspective on innovation, from the tail end looking back. Beginning with $RIMM: http://t.co/eNuwd61l $$ 11:10:11 AM January 29, 2012 from StockTwits Web ReplyRetweetFavorite
• Is a market of 800 million users enough to crowd-fund a major IPO? Or some portion of it? We stay tuned on $FB. http://t.co/9Jwa5EoM $$ 11:28:08 AM January 28, 2012 from StockTwits Web ReplyRetweetFavorite
• The depth & flightiness of words: Domino of Greece to EZ to global markets begins with "voluntary" & its nuances http://t.co/hUVFRnLt $$ 11:14:32 AM January 28, 2012 from StockTwits Web ReplyRetweetFavorite
• $GOOG is right: ads are info/answers. (Rather than direct offers.) http://t.co/tOARFkjG Why transactional media is gaining $AMZN $GRPN $EBAY 11:01:22 AM January 28, 2012 from StockTwits Web ReplyRetweetFavorite