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Latest
Valuentum Commentary
Jul 26, 2012
Alert: Facebook Tumbles in After-Hours Trading
Facebook posted disappointing second-quarter results in its first earnings report since going public. The firm continues to converge to our $20 per share fair value estimate. Jul 20, 2012
The Shift Toward Mobile Computing Can’t Stop Google
In spite of a major shift in Internet consumption, Google continues to grow earnings and revenue at a stellar clip. Shares trade at a discount to our fair value estimate, and we think the firm looks interesting at current levels. Jul 13, 2012
Jamie Dimon Continues To Be the Model CEO
Jamie Dimon, CEO of JP Morgan Chase, seems to have successfully navigated his firm through difficult trading losses with honesty and transparency. We think shares of JP Morgan remain undervalued. Jul 10, 2012
Facebook May Start a Job Board To Compete With LinkedIn
Rumors are swirling that Facebook will create a job board to compete with LinkedIn and Monster. We don't think such a move makes a lot of sense for the social networking giant. Jun 26, 2012
Facebook and Its Wide Range of Future Outcomes
Facebook could either be a 1) a dud, 2) pretty much what it is now, or 3) the new Internet. We dig into these scenarios and arrive at an expected fair value for each. Jun 12, 2012
Apple's Worldwide Developers Conference
iOS 6 and the new Mac Book Pro show that Apple is ready to compete with entrenched foes. Jun 11, 2012
LinkedIn’s Security Breach Could Have Long-Term Implications
We hold a put option on LinkedIn in the portfolio of our Best Ideas Newsletter and think the breach could damage the firm's business. Jun 7, 2012
Pandora Continues to Win Ears
Pandora announced that hours listened on its network advanced nearly 90% in the month of April compared to last year. We provide our views on the firm's competitive landscape. Jun 6, 2012
Best Idea Ancestry.com Surges on Buyout Rumors
Investors are bidding up shares of Ancestry.com on a Bloomberg report that claims the firm is exploring options to sell itself. Jun 4, 2012
Salesforce.com Adds Some Social Firepower
Salesforce.com has acquired social media company Buddy Media. Only time will tell if the deal is worthwhile, but we still view Salesforce.com's shares as fairly valued. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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