Posts tagged as:

Zynga

Zynga’s A Treasure, MAU Growth Accelerates

April 19, 2010

Share We couldn’t be more pleased with the thousands of articles written around the globe in response to our Zynga report two weeks ago which estimated that Zynga would trade at a market cap of $5 billion if it were public.   While a some bloggers agreed with our fundamental analysis, we note that many more [...]

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New Exit Door Opening

April 14, 2010

Share The National Venture Capital Association recently released data highlighting that Q1 2010 VC fund raising dropped 31% from Q1 2009, to $3.6 billion.  Upon reviewing the data, technology blog TechCrunch wrote that “Until exits pick up again, investors will remain cautious on venture capital as an asset class.”  First, let’s take a look at the [...]

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The Birthing of a Market

April 12, 2010

Share Writing about the social media revolution is so exciting because its changing the world, and that change is happening at a remarkably fast pace.  Another sea change occurring right before our eyes is the emergence of a secondary market for the shares in the companies driving the revolution.  Like Michael Milken at Drexel helped [...]

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Zynga $5 Billion Valuation: BUY – Early Leader in Social Gaming is Printing Money

April 6, 2010

Share Current trading price in private market: $9    Price Target:   $15.75 (Download Full Report Here – PDF) Investment Conclusions: Zynga is the clear leader in social gaming.  It is well positioned to build on its pool of 237 million monthly players, increase monetization of its user base, and generate significant levels of free cash flow. [...]

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