Stock price when the opinion was issued
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A social gaming company. Insiders owns shares and have been buyers. The space remains competitive with hits or fad-like games. It is harder and more expensive to be competitive on the crowded platform. Unlock Premium - Try 5i Free
Long ZYNGA (ZNGA-q) and Short Facebook (FB-Q)? A pairs trade that he would probably not put on in his funds. This one’s is interesting but its business model has run into a lot of problems and come under a lot of pressure. One of those sort of failed tech IPOs but is a very beaten up stock. Has quite a bit of cash on their balance sheet. Facebook, on the other hand is a really good business, great company but expensive. Has always found with pairs trade that trying to buy a value, kind of “not great” company at a low price and short a really good company at an expensive valuation to play that spread, typically does not work out well.