Facebook IPO – the hunt for a scapegoat starts

You had to be quick to short Facebook.  Only a couple of hours on Friday did it stay above the offer price.  Morgan Stanley and others supported it for a while on Friday.  Now it is down 10% at around $34.  Pundits are blaming Morgan Stanley for pushing the stock to the top of the estimates and releasing more equity than originally intended.  I blame the numbers – Zerohedge has Continue reading

Eight reasons to short Facebook

Facebook is looking to raise up to $16bn from the markets at a valuation of up to $104bn, money that will allow it to do amazing things.  But the valuation it is seeking is based on it already having done those amazing things.  And it simply hasn’t.  Here is a researcher’s perspective on the IPO. 1. Facebook advertising must be a great revenue driver right? No.  Click-through rates on advertising Continue reading

Tesco – a reputation melts down in real time [Updated]

It was reported 24 hours ago that Tesco were advertising night shift staff jobs for expenses only (plus government job seekers’ allowance). They have denied it and attributing the advertisement to an IT error. The Guardian has since identified similar advertisements elsewhere, casting doubt on this explanation. In the meantime they are getting roasted on Facebook and Twitter. On Facebook commenters are noting that their remarks are getting deleted. When Continue reading

Market Sentinel – new focus

MarketSentinel is announcing a new focus today. For the last couple of year our clients have been saying things like: “Sure we monitor social media but – bleurgh! – we have no idea what to do with the data. There is so much!” or … “OK, we know we have a problem with customer service, but the data on that never seems to change. Are we making progress?” or … Continue reading

Marmite vs Oxo: A Tale of Two Brands

Why do some brands make it into your basket while others stay on the shelf?  What makes us want to buy one and not the other?  Is it solely their inherent quality or is there something else at stake? A branding expert would say that this is no accident: it’s the emotional tug of a successful brand at work. We thought it would be interesting and useful to compare two brands Continue reading