RichardKim

7 ms·

1.
Zynga game over... for now(finance.yahoo.com)
1 points by RichardKim 14y ago|0 comments
2.
by RichardKim 14y ago
True statement. But only if the analysis was that easy... Yes, if that can continue but the 200m valuation is much more complicated than applying a 3x multiple on 73m earnings. You have to model out and do a churn and fatigue analysis to ge
3.
by RichardKim 14y ago
Please keep in mind, most secondaries are done like a IPO except its secondary shares not primary. Bankers line up a set of buyers to sell in blocks (usually at a discount but not as much as IPO discount) in order to help with the massive l
4.
by RichardKim 14y ago
So when is Zynga's traffic going to normalize? Most of the guys I know have already stopped playing the game. I was actually thinking, what about creating the same game except only obscene/explicit/offensive adult drawings & word choice
5.
by RichardKim 14y ago
I'm calling "shannigan!" No u.s. receivables factoring business has gross margins that they've got. What is Groupon - short-term loan sharks? Their reversal of NWC as they slow down their quarter-over-quarter growth and overall impact to c
6.
by RichardKim 14y ago
Groupon has billions of dollars of value still left but yeah, market cap at this price is still way too high. Deal fatigue takes time to hit for majority of users and the barriers to entry (currently - having the immediate ability to reach
7.
by RichardKim 14y ago
Agree & Disagree. Simply saying it sucks. Yeah. Ignore it. What the ??? What kind of value is that? You should ask for more valued added feedback/comments. There are lots of people, in my opinion, who don't really think through their id
8.
by RichardKim 14y ago
Sooner or later we'll see a groupon deal for the 99c pizza! What we effectively have is an arms race in not just pizza, but one can argue that it's happening in all of NYC value to 3 star restaurants and spas and other commodity services vi
9.
by RichardKim 14y ago
B) Never. It's a dead business. 1. as soon as I saw that ipads took off with old, rich people, I massively shorted RIMM stock. Why you might ask? Because at my old job where there's ton of 35-50 year old rich partners getting and loving