10-25-2013, 10:28 AM
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#11 (permalink)
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A True Z Fanatic
Join Date: Nov 2011
Location: Houston
Posts: 12,265
Drives: 2011 370ztt
Rep Power: 29539
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Quote:
Originally Posted by Meulen
The way I see this one is that they have $2/shr cash on the bal sheet. Now that they've stopped the bleeding of users....they are stabilizing and maybe a candy crush or words with friends away from big things! Certainly not a slam dunk, but there is fair amount of opportunity there.
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See, here's where we disagree. I'd rather not be long zynga. I have no problems making an options bet on their earnings. But there's a million different ways to invest and zynga doesn't hit the metrics I need to own it. That's why this is fun. Everybody has their own system.
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