Tag Archives: Glamour Companies

LinkedIn “Meets” Earnings Expectations…Much Joy in Socialville

Full disclosure: I have a modest short position in LNKD. LinkedIn (LNKD)¬†announced that they met Thomson Reuters analysts’ expectations for earnings at $0.16 per share this quarter. In addition, second quarter revenue at $228.2 million, beat analysts’ expectations of $215.7 … Continue reading

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Jason Zweig’s New Column on Facebook’s Valuation

The WSJ published today another excellent Intelligent Investor column by Jason Zweig. Today’s piece was on the lure of high-growth, publicly-traded companies (“Glamour Stocks” as Lakonishok, et al. described them) and the probable investor disappointment with Glamour Stocks’ returns. Today’s … Continue reading

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