Thursday, May 19, 2011

LNKD - LinkedIn IPO - The rules of an IPO.

  1. Don't let your best & biggest clients who you let take part lose money.
  2. Create hype and scarcity by only floating a tiny portion of the company.
  3. Can't borrow the shares to short yet.  (Next Tuesday shares become available to borrow).
No surprise LinkedIn jumped 109% today.

Wednesday, May 18, 2011

OCZ Technology - Buy

I am confident in a future where solid state drives (SSD) replace hard drives. OCZ Technology is a pure play on this sector. Current fiscal year (FY2012) guidance is for $300-330M in revenue (+60-75% y/y). Current share price 6.50, buy.