iBankCoin

Trading with The Fly

Dr. Fly
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,473 Blog Posts

Social Media, Yet Again

Dr. Fly Fri Sep 13, 2013 9:14am EST 7 Comments

The buzz word is “Twitter” and Wall Street wants to get this IPO right, following the Facebook disaster. These stocks are trading at very rich valuations because, it’s widely believed, this is where the growth is going to be, for the foreseeable future.

To play Twitter ahead of the IPO, GSVC and SVVC are your plays.

Based on price to sales, which is how social media stocks are being assessed, here is the run down.

YELP 23x

LNKD 23x

Z 23x

FB 18x

TRLA 16.5x

YY 13x

BIDU 12x

TRIP 12x

YNDX 10x

YOKU 10x

SINA 10x

OPEN 10x

SALE 10x

CTRP 8x

AWAY 8x

PCLN 8x

P 7x

ANGI 6x

GOOG 5x

GRPN 3x

ZNGA 2x

 

If you enjoy the content at iBankCoin, please follow us on Twitter

7 comments

  1. The Next New Cat Thing
    The Next New Cat Thing
    September 13, 2013 at 9:30 am

    Why isn’t GOGO in that list?
    GOGO is priced cheaper than PCLN and TRIP

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  2. clegger_2000
    clegger_2000
    September 13, 2013 at 10:02 am

    ANGI I’m waiting in the tall grass.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  3. budh
    budh
    September 13, 2013 at 10:09 am

    What about YHOO? Marissa Meyers is a rock star!

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  4. gasman
    gasman
    September 13, 2013 at 10:13 am

    Hey Fly, your past pick KWK finally looks ready to explode with natty behaving the way it is. Still positive on this name?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  5. rbm411
    rbm411
    September 13, 2013 at 11:07 am

    The list is also ordered, pretty accurately, as to where the individual company is on the growth curve. Don’t hunt the 8X’ers thinking you’ll get a big bump. The bump will be in the top of the list or companies at the beginning or middle of the growth curve. Hence why Twitter is a better IPO buy than FB.

    • 0
    • 0
    • 0 Deem this to be "Fake News"

© Copyright 2007-2024 iBankCoin All rights reserved under penalty of bodily harm. DISCLAIMER: This is a personal web site, reflecting the opinions of its author(s). It is not a production of my employer, and it is unaffiliated with any FINRA broker/dealer. Statements on this site do not represent the views or policies of anyone other than myself. The information on this site is provided for discussion purposes only, and are not investing recommendations. Under no circumstances does this information represent a recommendation to buy or sell securities. DATA INFORMATION IS PROVIDED TO THE USERS "AS IS." NEITHER iBankCoin, NOR ITS AFFILIATES, NOR ANY THIRD PARTY DATA PROVIDER MAKE ANY EXPRESS OR IMPLIED WARRANTIES OF ANY KIND REGARDING THE DATA INFORMATION, INCLUDING, WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. Privacy Policy