Tag Archives: Facebook

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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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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Twitter Sued Ahead of IPO – Cause for Skepticism

Part 2: Why the Twitter pre-IPO lawsuit strikes us as strange. Besides the obvious part that it was filed during an IPO roadshow as if they were angling for quick settlement. We discussed some of the facts reported about the … Continue reading

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Twitter Sued Ahead of IPO For By Firms Claiming They Were Hired to Fraudulently Pump Up Its Valuation

Part I: Some of the reported facts on Twitter pre-IPO lawsuit. There have been several reports that Twitter was sued for $124 million today.  Two financial firms claim that Twitter began a process to sell some shares privately to enhance … Continue reading

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Facebook’s Mobile Push With Acquisition of Onavo

As we have stated many times, the future is mobile. Facebook is showing its commitment to shoring up what had been a huge weakness.     On their blog, Onavo announced that Facebook has agreed to acquire it. Onavo “helps … Continue reading

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Twitter IPO Filing Highlights A Point We’ve Been Making For A While – The Future Is Mobile

Twitter’s disclosures emphasize the fundamental shift in how users consume online media, moving from the desktop to mobile. We have been hammering this theme for a long time. We predicted it before Twitter made its first public IPO filing.Like other … Continue reading

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Initial Reaction To Twitter IPO

I was surprised that they did not go for the dual class share structure that is so popular these days with tech companies.  Google, Facebook, LinkedIn and others have adopted it to maintain control while giving up ownership.

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What To Expect From The Twitter IPO

To no one’s surprise, the Twitter IPO is garnering a tremendous amount of hype, from people calling it the savior of the tech markets v.2 or the biggest ripoff since Ponzi himself.  Facebook was v.1 and we saw how that … Continue reading

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Not Much To Write About Today, So Why Don’t We Encourage Greed And Envy By Noting Recent Sales Of Facebook Stock By Insiders?

There have been a number of insider sales at Facebook this month, but we’ll stick to this week so far.  Here are the sales: Name Position No. Shares Selling Price Total* Michael T. Schroepfer CTO 90,000 $41.39 $3,725,377.92 Colin Stretch … Continue reading

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Facebook Consolidates Its Credit Arrangements, Gets Flexible In Use Of Funds

Showing the opposite trajectory of Zynga, Facebook amended its credit arrangements with its bankers to provide additional flexibility in its use of the proceeds of the loans. The updated credit agreement provides for up to $6.5 billion in loans, and … Continue reading

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