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Thursday, February 2

Facebook: rolling linkfest

Here is a collection of recent articles and blog posts on Facebook’s IPO. This post will be updated later and new additions will appear at the bottom of this post. Enjoy, have fun. If you feel this blog is high-quality work, spread the word. You can follow me on Twitter or Facebook and email me for suggestions and requests.

MoreLiver’s view: Company whose products everyone uses already - no user growth in future. Earnings 1bn, and 12% of that comes from Zynga games. Market cap of 100bn would give a P/E ratio of 100. The real question: is Facebook a growth company, or WAS it a growth company? The float is around 5bn, and there are a lot of potential sellers. What's the holdout lock-up period for old owners, 6 months? Of course, it is a buy – everyone will want theirs.

To the links:


Added on 1-Feb
Prospectus of FacebookSEC

The Definitive Who’s Who Guide to Facebook Wealthwhoownsfacebook.com
Short bios of the people and the companies holding stock, including how and why they became partners. Financial porn, but interesting.

Pre-filing Facebook IPO linkfestAbnormal Returns

Facebook Set to File For $5 Billion IPO Wednesday: Report – TIME
 
Tracking Facebook’s Valuation – DealBook / NYT

Facebook Files for an I.P.O. – DealBook / NYT

With IPO, Facebook’s Valuation Could Reach $100 Billion – TIME

Is Google In Danger of Being Shut Out of the Changing Internet? – TIME

Facebook IPO: Should You Invest In It? – Market/Beat / WSJ

Questions you should ask before buying Facebook shares – Saxo

Added on 2-Feb
Facebook Facebook Facebook Facebook – Dealbreaker
One thing about Facebook is that Facebook doesn’t need the money that Facebook is raising in the Facebook IPO that Facebook just filed.

With Facebook, Morgan Stanley Wins Bragging Rights – DealBook / NYT

Investors Get the Chance to Assess Facebook’s Potential – DealBook / NYT

Facebook Family Members Reap Rewards – DealBook / NYT

Facebook’s Filing: The Highlights – Bits / NYT

At Facebook’s Underwriters, the Client Is Blocked for Most Workers – DealBook / NYT

Facebook Files for an I.P.O. – DealBook / NYT

Read Facebook CEO Mark Zuckerberg’s IPO Letter – TIME

FaceBook IPO - The Best From Around The Web – HITC
Collection of BB articles

In IPO Filing, Facebook Shares Its Own Secrets – technology review
The world's largest social network is profitable but fears Google and Apple.

Facebook Files IPO Prospectus – ZH
 
Stuck Like Glue: Zynga Accounts for 12 Percent of Facebook Revenue in 2011 - AllthingsD

Facebook IPO: Zuckerberg Wants To Connect All Two Billion Internet Users – MarketBeat / WSJ
 
Facebook Margins Shrink, But Still Pretty Profitable – MarketBeat / WSJ

And The Facebook Ticker Symbol Is … FB – MarketBeat / WSJ

Zuckerberg Firmly In Control At Facebook – MarketBeat / WSJ

More added on 2-Feb:

Why Facebook’s IPO Matters – TIME

Social Windfall: Facebook IPO’s Billion-Dollar Winners – TIME
 
Facebook by the Numbers: IPO Filing Highlights – TIME
 
Well, Now We Know What Facebook's Worth—And It's Not $100 Billion – BI

Why Is Facebook's Growth Slowing So Much? – Forbes

At Facebook, Governance = Zuckerberg – Deal Journal / WSJ

Thinking about Facebook’s S-1 and lessons for entrepreneurs – Bijan Sabet

The Button That Made Facebook Billions – WSJ

Investors Get the Chance to Assess Facebook’s Potential – DealBook / NYT

Documents: Understanding the Facebook Prospectus – DealBook / NYT
 
A Big Bet on Zuckerberg – DealBook / NYT

Wealthy Investors Shrug at Facebook’s Public Offering – BB

The Facebook IPO: Ready, Set Recovery – Advanced Trading

Facebook: The Value of Information in the Information Age – Testosterone Pit

Will Facebook Be Overvalued? Does The Donald Have Bad Hair? – MarketBeat / WSJ

Facebook Tracks Ascent of Google – WSJ

What Facebook owes Google – Wonkblog / WP

Added on 3-Feb:
Bet Goldman Sachs Wouldn’t Have Played Favorites. Guess Ya Should’ve Thought Of That Before Relegating Them To Third Place – Dealbreaker

Jon Corzine Was The Mark Zuckerberg Of MF Global, But In A Bad WayDealbreaker

Analysis: A sobering look at Facebook – Reuters

Facebook’s Risk Factors: Mobile, Gov, Slowed Growth, Google+ – TechCrunch

Facebook Still Growing Everywhere, Europe Leads At 229M, Asia Catching Up With 212M – TechCrunch

Added on 4-Feb:
How large can Facebook become? – Saxo Bank

There’s Only One Reason Why Facebook Is IPO’ing: To Access The Public Equity Markets – Dealbreaker

The Real Winner of Facebook’s $5 Billion Payday – Wall Street Daily

Open Letter To Zuckerberg: Why It Doesn’t Matter Where You List Your Stock – The Big Picture 

How much are EMs worth to Facebook? – beyondbrics / FT

Facebook Stakes – Graphic of The Day – Thomson Reuters

Facebook: Government regulation is ‘costly’ – Wonkblog / WP 

Who’s a Daily Facebook User? Anyone who clicks “Like” – The Big Picture

A fistful of dollars – The Economist

The value of friendship – The Economist

Added on 6-Feb:
Facebook and the St. Petersburg Paradox – WSJ


All Hail, Emperor Zuckerberg – Slate

Options and Taxes: Is a "Facebook" tax next? – Musings on Markets

Silicon Valley’s engineering salaries are finally getting fair. Thank Facebook. – pandodaily.com

Mark Zuckerberg’s 6 Ingredients For Success – techcrunch

The Longform Guide to Facebook – Slate

Philip Pilkington: Facebook – The Second Birth of a Mighty Titan or the Withering of a Weary Giant? – naked capitalism

Added on 7-Feb:
What is Facebook really worth? Not as much as some people think. – Saxo

If I Were a Broker, Here’s How I’d Sell Facebook – The Reformed Broker

Famous hackers discuss Zuckerberg’s “Hacker Way” comments – DevBeat

Those Millions on Facebook? Some May Not Actually Visit – DealBook / NYT

Mark Zuckerberg: CEO for Life? – Total Return / WSJ
 
Facebook "Jumps the Shark" Interview with Michael Whalen – The Institutional Risk Analyst

Facebook IPO – Is this the dot.com bubble all over again? – Saxo

A trove of stories from the Facebook IPO – Reuters

Facebook Should Look Forward To Receiving A Strongly Worded Letter – Dealbreaker

Card Designer: The Inspiration For Zuckerberg's "I'm CEO, Bitch"? Steve Jobs. – Techcrunch

Added on 10-Feb:
Facebook already went public, you weren't invited – Fortune

Facebook Employees Just Want To Be “Liked,” Don’t Care About Money – Dealbreaker

The Ultimate Guide to Facebook's IPO – Businessweek

Added on 18-Feb: 
The IPO of the decade? My valuation of Facebook – Musings on Markets

Less than meets the eye at Facebook – The Big Picture

Added on 19-Feb:

Online Social Networks and the Ascent of Facebook – Can Turtles Fly