Category Archives: Business Strategy

Zynga Falls, King Digital Rises, Investors Hardest Hit

 Zynga and King Digital, the two most prominent casual game companies make big stock moves in opposing direction last Friday, but both show the investment risk in this space. We have previously discussed the woes of Zynga. Among these posts was the … Continue reading

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Amazon Cloud Service Growing

Amazon’s cloud offering, known as Amazon Web Services, or AWS, is growing.  This is not just is absolute terms but in relation to the rest of Amazon’s business as well.  Amazon describes its AWS business as: “a broad set of … Continue reading

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Wet Seal In Default On Loans, Closes Stores and Fires Employees

Wet Seal gets (very little) breathing room from lenders, but trouble ahead. It has been tough for clothing retailers as dEliA*s and Deb Stores recently filed for bankruptcy. Is Wet Seal next? Today they announced that the Company was closing … Continue reading

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Facebook Mobile Ad Network Ready For Launch?

The Facebook mobile ad network is reportedly ready for announcement at the end of the month. Facebook reportedly to announce Facebook Mobile Ad Network this month. We have made the case over and over again about how Facebook in particular, … Continue reading

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Price of Going Public – Facebook Deals With Shareholder Proposals In Proxy Statement For Annual Meeting

Shareholder proposals in the Facebook proxy statement demonstrate some of the disadvantages of being a prominent public company. Facebook has filed its proxy statement for its upcoming annual meeting on May 22, 2014.  I’m sure they look back fondly on … Continue reading

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HubSpot Files IPO Docs, Reportedly

HubSpot files IPO documents on a confidential basis and has chosen bankers, according to news reports. HubSpot, which offers an “inbound marketing software platform that helps companies attract visitors, convert leads, and close customers,” reportedly filed confidential IPO documents with … Continue reading

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Dropbox Raises A Few Million Ahead Of Reported IPO

Dropbox conducts private placement; raises cash ahead of purported IPO. Dropbox has been one of the more anticipated IPO candidates for a while.  Rumor has it that rival Box beat it to the punch with a confidential IPO filing after … Continue reading

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Facebook Age Data – How Reliable?

Facebook age data may not be reliable, says Facebook. Facebook has always warned about the validity of its key metrics, such as: Daily active users (DAUs) Mobile DAUs Monthly active users (MAUs) Mobile MAUs Average revenue per user (ARPU) These … Continue reading

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Gold v. Bitcoin? “Gold,” Says Hedge Fund Manager

Gold, not Bitcoin, is the real currency alternative, says Paul Singer. Underdisclosed.com favorite Paul Singer, of Elliott Associates fame, is not quite as taken with the current flavor-of-the-month in alternative currencies according to WSJ and CNBC reports. Singer reportedly wrote … Continue reading

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Zynga Ride Continues With Acquisition Of Mobile Gaming Company And More Layoffs

Zynga sees surge after news of acquisition and layoffs and earnings release. NaturalMotion acquired by Zynga Yesterday, Zynga announced that it had acquired NaturalMotion, a creator of mobile games and animation software. Zynga will pay $391 million in cash and … Continue reading

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