Quote Originally Posted by monsterj View Post
Quote Originally Posted by Sanlmar View Post


I just cant see anyone punching it into the end zone at IPO.

Dammit, I completely forgot about Square. Back on the watch list.

And that's about as good as it gets.

But excellent reminder about rest of world. However, I still don't see the love in the foreseeable future.

Edit: I trade in incomplete thoughts, I see.

Square was kind of a mess at tip off. I think it came out at $9. It did okay for the traders but not so much for Square. I believe backers were hoping for $12 or more. Thing has come down hard. (Little pop on Visa news but it feels soft) All kinds of loose change was left on the table and I think the employees got diluted.

Things are far worse today than late 2015. Feels like another era entirely.

Why would you leave a cushy engineering gig for the promise of a taste these days? I know there are prolly always plenty of young, green, tool users but I don't see it.

Let's just say, I am quite familiar with Square's technology and senior leadership. It's run by a lucky idiot (Dorsey) and his buddy (Jim McK) is a snake. I'd short it to zero.
Square doesn't solve a new problem though, that makes it weak at many levels.

Looking at something like Tableau or any of the other Big Data startups they solve real problems.

Even Uber solves two major problems, on-demand taxi requests and streamlined payments for taxi services.

LinkedIn on the advertising side is one of the most valuable properties in the world. Where else does someone willingly give you their job title and location? As an advertiser talk about being able to make targeted marketing lists!