Despite recent reports, the Facebook user base is not shrinking. Here’s a quick look at monthly active users from yesterday’s earnings deck: There’s an elasticity of scale that I think $FB has reached that will protect it from mass exodus from the platform no matter how many ads they paste to its pages. Its so…
You still have 24 hours to enter The Sohn Investment Idea Contest. Basically, you can pull one all nighter, do the best work of your life and become famous like Ackman or Einhorn. Its that simple. Here’s the contest detes and sign up HERE. And here’s Joel Greenblatt offering some last minute advice if…
Instead of reading what journalists write about the Theil / Andreessen debate, much better to watch the full interview. This is excellent: