wrice314
Re:Stocks Fell. Are Investors Finally Taking President at His Word?
on Monday January 30, 2017 @06:19PM (#13526006)
STOCKS FELL LESS THAN 1%
Re:The Golden Era of Hedge Funds Draws to a Close with Clients in Revolt
on Friday December 30, 2016 @06:39PM (#13288469)
Hedge funds often run at less than 100% net long, so it's not surprising to me that they "underperform" in booming bull markets. Shifting to the passive management exposes investors to huge losses that are often correlated to other economic issues. Chasing returns through "passive" vehicles now feels like herd behavior that will end poorly.
Re:Google Makes So Much Money, It Never Had to Worry About Financial D...
on Thursday December 08, 2016 @04:18PM (#13134392)
Plenty of companies make so much money. Google didn't have to worry about financial discipline, not because it had so much money, but because it has an unassailable competitive position that is not aligned with its cost structure. Put simply, if you had the mandate to bankrupt a company through competition and had an infinite amount of money, I believe it would cost more to bankrupt Google than any other business.
Re:Apple Eyeing Time Warner Acquisition
on Wednesday January 13, 2016 @09:36AM (#10894516)
Time Warner Cable (cable service) and Time Warner Media (HBO, CNN, Warner Bros Studio, etc) are distinct companies. The media business spun out the cable division years ago. Apple would be buying the media assets.
You Want to Take THAT VC's Money?
Re:Questions You Should Always Ask VC Associates
on Wednesday March 26, 2014 @01:08PM (#7474762)
Interesting article. I have also found that it is effective to ask the Associate what questions and concerns others in the firm have about a company prior to coming in to present to their investment committee. Better able to tailor the presentation and position the business.
WhatsApp, Instagram, Snapchat, Nest and Why This “Bubble” Has More Legs
The Most Important Slide in Your Board Presentation
I agree that Facebook did the best thing, that is raising the most money with the least dilution, though you can see culturally how downward pricing pressure and momentum has forced them to be much more focused on driving revenue than in the past. Revisiting the price in ~3 months will be a much better gauge of the accuracy.
How has $25B of wealth not been created? The market believes that the price of the stock is a price such that the total company would be valued at $25B. What asset can you own other than the dollar that is not based on market pricing? Is $25B worth of gold today worth $25B of wealth? What if the world woke up tomorrow and thought gold was worthless.
Pricing an IPO is more or less an auction. When pricing an IPO they set a range and then meet with institutional investors to sell their book (in this case 70M shares. The original price was 17-20 per share, and there was excess demand at this price, so the bankers and company, pushed the price to $26 per share.