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SanFrancisco版 - IPO 的泡泡就要破了
相关主题
AAPL, GLD, LNKD (昨晚2012年5月1日)的预测。 (转载)请教IPO问题 (转载)
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Tech Bubble 2.0要完蛋了?GPRN跌破IPO价
Linkedin 今天又出了多少百万富翁?Zynga的, 来说说今天IPO是什么情况吧?
ZYNGA IPO 6月底 (转载)only $5B for facebook ipo?
LinkedIn 现在去是不是已经晚了?Facebook IPO之后操作的纲领性文件 (转载)
看来很多人都觉得WS在扛LNKD,为非死不可开路Facebook貌似不行啊!
今年IT大势特别乱你们看FB不顺眼,其实LNKD更加离谱。 (转载)
相关话题的讨论汇总
话题: gold话题: bubble话题: us话题: silver话题: what
进入SanFrancisco版参与讨论
1 (共1页)
i***1
发帖数: 2534
1
现在明显骗子比傻子多, IPO圈钱也不是很容易。。。
看看最近的IPO: lnkd,renn,Pandora...
n***b
发帖数: 5914
2
说反了吧?
bubble 应该是傻子比骗子多

【在 i***1 的大作中提到】
: 现在明显骗子比傻子多, IPO圈钱也不是很容易。。。
: 看看最近的IPO: lnkd,renn,Pandora...

i***1
发帖数: 2534
3
bubble 应该是傻子比骗子多,
但是因为现在骗子比傻子多,所以泡泡要破了。。。
俺一个朋友说支持中国股票,买了几万股renn,现在痛不欲生。。。

【在 n***b 的大作中提到】
: 说反了吧?
: bubble 应该是傻子比骗子多

h*********i
发帖数: 2605
4
楼主瞎扯。linkedin不是很好么?!

【在 i***1 的大作中提到】
: 现在明显骗子比傻子多, IPO圈钱也不是很容易。。。
: 看看最近的IPO: lnkd,renn,Pandora...

q*c
发帖数: 1172
5
你的朋友还真敢买,有这么大本钱的应该不是新手吧,为什么还敢趟浑水?

【在 i***1 的大作中提到】
: bubble 应该是傻子比骗子多,
: 但是因为现在骗子比傻子多,所以泡泡要破了。。。
: 俺一个朋友说支持中国股票,买了几万股renn,现在痛不欲生。。。

i***1
发帖数: 2534
6
http://finance.yahoo.com/echarts?s=LNKD+Interactive#symbol=lnkd
不到一个月从100多跌到68,这样也算很好。。。
当然,这还是要归功于华尔街犹太操盘手技术好,没有自由落体

【在 h*********i 的大作中提到】
: 楼主瞎扯。linkedin不是很好么?!
i***1
发帖数: 2534
7
听了忽悠,把买房子的首期拿来赌一把的。。。
所以陈一舟这样的人暴富就是因为有很多人赔钱。
财富没有创造出来,只是转移了

【在 q*c 的大作中提到】
: 你的朋友还真敢买,有这么大本钱的应该不是新手吧,为什么还敢趟浑水?
h*********i
发帖数: 2605
8
$63很好了,好像新股发售的时候预计$20的,现在比预计的已经triple了。说破天LNKD的员工还是发财了。
G****s
发帖数: 3523
9
it really does not pay to be this jealous. what's the point?
hates google, hates house, hates ipo...
only loves apple.
e*****3
发帖数: 610
10
还要等五个月才知道吧?

LNKD的员工还是发财了。

【在 h*********i 的大作中提到】
: $63很好了,好像新股发售的时候预计$20的,现在比预计的已经triple了。说破天LNKD的员工还是发财了。
相关主题
LinkedIn 现在去是不是已经晚了?请教IPO问题 (转载)
看来很多人都觉得WS在扛LNKD,为非死不可开路Zynga on glassdoor
今年IT大势特别乱GPRN跌破IPO价
进入SanFrancisco版参与讨论
h*********i
发帖数: 2605
11
这个ipad1估计是看那些趁这轮social IPO发财的哥们不爽,整天上来诋毁Linkedin。
有本事你也去赚啊。

【在 G****s 的大作中提到】
: it really does not pay to be this jealous. what's the point?
: hates google, hates house, hates ipo...
: only loves apple.

h*********i
发帖数: 2605
12
再怎么说也不会跌破$60吧,高盛还要捧Facebook上市呢,怎么会让bubble破?
你也别说花街怎的怎的,人家百年老店就是吃这个的。你就认命吧,顺潮流者发,这拨
social company肯定发着了。

【在 e*****3 的大作中提到】
: 还要等五个月才知道吧?
:
: LNKD的员工还是发财了。

Q**Q
发帖数: 1450
13
Linkedin里面有老中吗?不希望烙印的公司发。

★ 发自iPhone App: ChineseWeb - 中文网站浏览器

【在 h*********i 的大作中提到】
: 这个ipad1估计是看那些趁这轮social IPO发财的哥们不爽,整天上来诋毁Linkedin。
: 有本事你也去赚啊。

j*****n
发帖数: 3617
14
And love 刘惜君

★ 发自iPhone App: ChineseWeb - 中文网站浏览器

【在 G****s 的大作中提到】
: it really does not pay to be this jealous. what's the point?
: hates google, hates house, hates ipo...
: only loves apple.

m*******i
发帖数: 8711
15
老中不少。

【在 Q**Q 的大作中提到】
: Linkedin里面有老中吗?不希望烙印的公司发。
:
: ★ 发自iPhone App: ChineseWeb - 中文网站浏览器

Q**Q
发帖数: 1450
16
这年头老中多的公司没几个,能发就大发吧,省得周围烙印越来越多。

【在 m*******i 的大作中提到】
: 老中不少。
n******n
发帖数: 12088
17
老印更多。

【在 m*******i 的大作中提到】
: 老中不少。
C********e
发帖数: 202
18
真是很同情这样的人
既不炒股也不买房
现在银行存款年利率大概0.1%?
辛苦攒下的那点钱每年被通涨吃掉5%
除非Lotto中大奖 否则老了喝西北风去?

【在 G****s 的大作中提到】
: it really does not pay to be this jealous. what's the point?
: hates google, hates house, hates ipo...
: only loves apple.

r****c
发帖数: 2585
19
老中不少,不过director和principal的很少,基本没有
反而老印不少

【在 Q**Q 的大作中提到】
: Linkedin里面有老中吗?不希望烙印的公司发。
:
: ★ 发自iPhone App: ChineseWeb - 中文网站浏览器

n******h
发帖数: 2482
20
Ever know such things called gold and silver?

【在 C********e 的大作中提到】
: 真是很同情这样的人
: 既不炒股也不买房
: 现在银行存款年利率大概0.1%?
: 辛苦攒下的那点钱每年被通涨吃掉5%
: 除非Lotto中大奖 否则老了喝西北风去?

相关主题
Zynga的, 来说说今天IPO是什么情况吧?Facebook貌似不行啊!
only $5B for facebook ipo?你们看FB不顺眼,其实LNKD更加离谱。 (转载)
Facebook IPO之后操作的纲领性文件 (转载)FB和LNKD的历史价格对比 (转载)
进入SanFrancisco版参与讨论
C********e
发帖数: 202
21
那才是日下最大的泡泡
银子不几天前才刚3天内跌掉30% 在高峰上追的今天不也被套着
n******h
发帖数: 2482
22
What made you think gold/silver are bubbles while housing/stock/fiat-
currencies are not?

【在 C********e 的大作中提到】
: 那才是日下最大的泡泡
: 银子不几天前才刚3天内跌掉30% 在高峰上追的今天不也被套着

C********e
发帖数: 202
23
Anything that goes straight up without any corrections is for sure a bubble
Anything that is sought after by ordinary people just because their neighbor
has it is for sure a bubble
n******h
发帖数: 2482
24
It didn't go "straight" up, especially compared to other straight-up asset
classes such as housing before 2007 and tech stocks in 2000/now.
It's not gold/silver went up. It's the $ and all other paper money went down.
Do you own gold? How many of ordinary people you know own gold? Do they own
the phony paper contract such as GLD or the real cold hard physical? How
much do they own in terms of percentage of their net worth? 20%? 10%? 1%? or
0.1%?
Now let me tell you the answer. You don't own it. 99% of your neighbors don'
t own it. Calling that a bubble is beyond my comprehension.

bubble
neighbor

【在 C********e 的大作中提到】
: Anything that goes straight up without any corrections is for sure a bubble
: Anything that is sought after by ordinary people just because their neighbor
: has it is for sure a bubble

C********e
发帖数: 202
25
What made you think that i or my neighbor don't have gold or only have GLD?
Housing in 2007 was surely a bubble, but now? you still call it a bubble?
When someone who doesnt own or ever traded or invested in stock or real
property has started buying gold or silver, that's a real dangerous sign
M*****R
发帖数: 650
26
I am very confused about Gold. It seems to be different from Silver.
Silver seems to me more like Crude. Limited supply, industrial usage,
and political manipulation from time to time.
Gold is interesting. Its value doesn't come from its intrinsic value,
but rather from its ex-reserve currency status.
Governments like to crush silver speculators from time to time, but
they didn't seem to do that to gold bugs. After all, they are the
ones sitting on a pile of gold.
It's hard to hold gold though. Derivatives are easily a bubble in making,
even though spot gold may be not.

【在 C********e 的大作中提到】
: 那才是日下最大的泡泡
: 银子不几天前才刚3天内跌掉30% 在高峰上追的今天不也被套着

n******h
发帖数: 2482
27
Tell me the lowest over-the-spot premium you can find for a brand-name 1oz
gold bar from any trustworthy precious metal dealer, and name that dealer.
If you own physical gold you should know it.
Tell me the best site to get real-time precious metal spot price. If you
own physical you should know it.
Regarding the housing price. Since you admitted it was in bubble back in
2007, would you say the same thing for the few places, such as New York,
San Francisco, and prime silicon valley locations, that have the same or
higher price level than in 2007?

GLD?

【在 C********e 的大作中提到】
: What made you think that i or my neighbor don't have gold or only have GLD?
: Housing in 2007 was surely a bubble, but now? you still call it a bubble?
: When someone who doesnt own or ever traded or invested in stock or real
: property has started buying gold or silver, that's a real dangerous sign

n******h
发帖数: 2482
28
What's the intrinsic value of the US $ that you are holding? After all, it's
just a piece of debt paper that says how much the Fed owes you. Yet they
can print at their own will because it's intrinsic value is zero.
Gold and silver are money, and that's written in US constitution. You wouldn
't have a hard time understanding their market actions if you understand
they are the de-facto money for thousands of years.

【在 M*****R 的大作中提到】
: I am very confused about Gold. It seems to be different from Silver.
: Silver seems to me more like Crude. Limited supply, industrial usage,
: and political manipulation from time to time.
: Gold is interesting. Its value doesn't come from its intrinsic value,
: but rather from its ex-reserve currency status.
: Governments like to crush silver speculators from time to time, but
: they didn't seem to do that to gold bugs. After all, they are the
: ones sitting on a pile of gold.
: It's hard to hold gold though. Derivatives are easily a bubble in making,
: even though spot gold may be not.

p******t
发帖数: 1598
29
you can see it below 60 in a week

【在 h*********i 的大作中提到】
: 再怎么说也不会跌破$60吧,高盛还要捧Facebook上市呢,怎么会让bubble破?
: 你也别说花街怎的怎的,人家百年老店就是吃这个的。你就认命吧,顺潮流者发,这拨
: social company肯定发着了。

M*****R
发帖数: 650
30
I agree with you on the US$, but there is also risk with holding gold:
http://en.wikipedia.org/wiki/Executive_Order_6102
Holding gold while dumping paper is essentially a rebellion against
government.

's
wouldn

【在 n******h 的大作中提到】
: What's the intrinsic value of the US $ that you are holding? After all, it's
: just a piece of debt paper that says how much the Fed owes you. Yet they
: can print at their own will because it's intrinsic value is zero.
: Gold and silver are money, and that's written in US constitution. You wouldn
: 't have a hard time understanding their market actions if you understand
: they are the de-facto money for thousands of years.

相关主题
LNKD 啥跌得这样狠?今天想加仓烧grpn,三个broker都没货了
弯曲工作选择Tech Bubble 2.0要完蛋了?
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进入SanFrancisco版参与讨论
n******h
发帖数: 2482
31
Yes. It is a rebellion against the government. What's wrong being a
rebellion when the government is controlled by wall street crooks and has
betrayed its own people?
Regarding the executive order, only one person was prosecuted and he
eventually didn't serve his sentence. You don't obey every order the
government gives. You only obey the orders that's good to the society and
fair to everyone. When the next executive order comes, you would be fool to
turn in your gold.

【在 M*****R 的大作中提到】
: I agree with you on the US$, but there is also risk with holding gold:
: http://en.wikipedia.org/wiki/Executive_Order_6102
: Holding gold while dumping paper is essentially a rebellion against
: government.
:
: 's
: wouldn

C********e
发帖数: 202
32
After 4+ years the prime location house prices are still at or slightly
higher than 2007 lever... not to mention all other areas where pricing is
still 30 - 50% below the peak time. How do you call it a bubble?
While as for gold, it's more than doubled since 2007 and you don't think it'
s a bubble???
n******h
发帖数: 2482
33
First you'll have to define what bubble is. A price action is not
necessarily a bubble, especially against paper money, because it's all
relative. The price of oil, copper, iron, coal, timber and other commodities
all rose significantly over the last 4-5 years. Are they in a bubble? The
price of fruits, beef, pork, eggs and vegetables selling in my local grocery
stores all went up by non-trivial amount over the last 4-5 years. Are they
in a bubble? Your wage probably went up significantly over the last 4-5
years. Is that also in a bubble?
Bubble, in my opinion, is the significant price deviation from the
fundamentals, i.e., the intrinsic value. Talking about price action alone
without a sound understanding on the fundamentals is meaningless. In 1997-
1998. USD to CAD is at 2 to 1. In 2000 is at 1.5+ to 1. It's now trading at
0.98 to 1. What does that tell you? Is CAD in bubble (probably)? Or it's
just that USD is becoming toilet paper?
I'll leave the housing exercise to yourself. Again, talking about price
alone without getting into fundamentals is pointless.

it'

【在 C********e 的大作中提到】
: After 4+ years the prime location house prices are still at or slightly
: higher than 2007 lever... not to mention all other areas where pricing is
: still 30 - 50% below the peak time. How do you call it a bubble?
: While as for gold, it's more than doubled since 2007 and you don't think it'
: s a bubble???

C********e
发帖数: 202
34
I don't diagree with what you've observed. What's made this all happen is
not the "invisible hand", it's the US government. When US needed to buy
everything from overseas where everything was "globalized" to, they needed
strong $; now that they want to bring back jobs and sell everything to
overseas, they need the toilet $.
As toilet as it is, how many out there really think US$ will lose its
reserve currency status?
The inevitable by-product of the toilet $ is inflation. You can hedge
inflation with gold/silver or other commodities, or real property. The
question is, do you want hedge inflation with already inflated commodities,
or something else with fair value?
t****u
发帖数: 8614
35
争论这个其实没有意义,大家用自己的钱赌就是了。5-10年后自然分输赢。

【在 C********e 的大作中提到】
: I don't diagree with what you've observed. What's made this all happen is
: not the "invisible hand", it's the US government. When US needed to buy
: everything from overseas where everything was "globalized" to, they needed
: strong $; now that they want to bring back jobs and sell everything to
: overseas, they need the toilet $.
: As toilet as it is, how many out there really think US$ will lose its
: reserve currency status?
: The inevitable by-product of the toilet $ is inflation. You can hedge
: inflation with gold/silver or other commodities, or real property. The
: question is, do you want hedge inflation with already inflated commodities,

M*****R
发帖数: 650
36
托老有trader mentality啊,我们articulate arguments的只有analyst mentality。
差距啊差距。

【在 t****u 的大作中提到】
: 争论这个其实没有意义,大家用自己的钱赌就是了。5-10年后自然分输赢。
p******t
发帖数: 1598
37
one way or another, you have to invest your money

【在 M*****R 的大作中提到】
: 托老有trader mentality啊,我们articulate arguments的只有analyst mentality。
: 差距啊差距。

n******h
发帖数: 2482
38
My money is where my mouth is. I'm 100% in gold and silver except working
capital. I don't own any real estate.
I don't consider myself gambling.

【在 t****u 的大作中提到】
: 争论这个其实没有意义,大家用自己的钱赌就是了。5-10年后自然分输赢。
M*****R
发帖数: 650
39
也可以花掉嘛。

【在 p******t 的大作中提到】
: one way or another, you have to invest your money
p******t
发帖数: 1598
40
sure, if you moon light, nothing to worry, kaka

【在 M*****R 的大作中提到】
: 也可以花掉嘛。
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Linkedin 今天又出了多少百万富翁?看来很多人都觉得WS在扛LNKD,为非死不可开路
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进入SanFrancisco版参与讨论
l**t
发帖数: 6971
41

嗯,2007年买房买股票的人都是这么想的。。。

【在 C********e 的大作中提到】
: 真是很同情这样的人
: 既不炒股也不买房
: 现在银行存款年利率大概0.1%?
: 辛苦攒下的那点钱每年被通涨吃掉5%
: 除非Lotto中大奖 否则老了喝西北风去?

p******t
发帖数: 1598
42
if you bought aapl in 2007...

【在 l**t 的大作中提到】
:
: 嗯,2007年买房买股票的人都是这么想的。。。

C********e
发帖数: 202
43
or how about PCLN, NFLX, AMZN, BIDU...
l**t
发帖数: 6971
44

谢谢夸奖。不过大多数人买的是CSCO,或是2007年买了AAPL然后2009年卖了。

【在 p******t 的大作中提到】
: if you bought aapl in 2007...
t****u
发帖数: 8614
45
您老是否已经可以退休了,拿了这么多07年买的AAPL.

【在 l**t 的大作中提到】
:
: 谢谢夸奖。不过大多数人买的是CSCO,或是2007年买了AAPL然后2009年卖了。

l**t
发帖数: 6971
46

ft,我老可没买那么多。

【在 t****u 的大作中提到】
: 您老是否已经可以退休了,拿了这么多07年买的AAPL.
l**t
发帖数: 6971
47

这都是马后炮,2007年有几个人重视这些股票?我看倒是不少人撺掇别人all-in ABK。
真牛的话,何必买股票?2007年你预见到房产崩盘,也搞个big short,岂不是第二个
Paulson?

【在 C********e 的大作中提到】
: or how about PCLN, NFLX, AMZN, BIDU...
1 (共1页)
进入SanFrancisco版参与讨论
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相关话题的讨论汇总
话题: gold话题: bubble话题: us话题: silver话题: what