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标题: FB几个月来跌破发行价，是否有人真正读过FB老板的信? [打印本页]

作者: yo1yo2 时间: 2012-9-5 04:25
标题: FB几个月来跌破发行价，是否有人真正读过FB老板的信?

Facebook IPO prospectus

Facebook's growth rate was decelerating rapidly.
Facebook's user-base was rapidly transitioning to mobile devices, which produce much less revenue.
Facebook's operating profit margin was already an astounding 50%, which suggested it had nowhere to go but down.
Facebook's CEO had a nearly unprecedented amount of control over the company.
Facebook's CEO had set up this astounding level of control intentionally. Mark Zuckerberg knew all about how impatient public-market shareholders are. And he set up the whole company so he would never have to pay attention to their whining.
In the 9 months following the IPO, insiders would be free to sell more than 2 billion shares of Facebook that they had been holding for years.
Facebook was going public at an astoundingly high price for a company with these characteristics—about 60-times the following year's projected earnings, in a market in which other hot tech companies like Apple and Google were trading at less than 15-times.

作者: yangben168 时间: 2012-9-6 21:18

作者: sphinx2 时间: 2012-9-6 21:27
reference?

既然这样，还把原始价格定这么高，明显是大骗子。

作者: fengxinxia 时间: 2012-9-6 21:47

sphinx2 发表于 2012-9-6 21:27
reference?

既然这样，还把原始价格定这么高，明显是大骗子。

这个价格也不全是FB管理层的, 帮它承办IPO的投行才是最会忽悠的

作者: CYL 时间: 2012-9-6 23:31

fengxinxia 发表于 2012-9-6 21:47
这个价格也不全是FB管理层的, 帮它承办IPO的投行才是最会忽悠的

投行炒起来，帮助他的一些客户套利。最后做空机构去short FB的share。。股价大跌。。。。。。

科技股基本上都是overprice了。。。大家对这种公司太乐观了。。pay 太高的期望。。最后结果往往没有想象的好

作者: yo1yo2 时间: 2012-9-7 02:09

fengxinxia 发表于 2012-9-6 21:47
这个价格也不全是FB管理层的, 帮它承办IPO的投行才是最会忽悠的

agreed

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