Zynga (NASDAQ:ZNGA)

Not even confident that Zynga will be a player in 5+ years.

The games are garbage and the company has openly admitted to asking users to install known malware in exchange for in-game currency.

Online gambling

I finally bought some at $2.50 with real money thinking might be a bottom, and I'm guessing it has more upside.

Gambling and Gaming

Thought I had already red-thumbed this one, but in line with Investor Beat today here we go. Total thesis change from IPO and no defendable competitive position. Pass.

online gambling.

I'm a fool. I'm placing a small bet on Zynga to bet in spite of everything I've heard and read on Fool.com when it comes to this future legal online gambling company. They broke their dependence on Facebook. They have a large user base. They have have legal online gaming laws passing in their favor. There has been a dip in the stock price and I'm foolish enough to place a bet.

Facebook and Yahoo could get interested if zynga.com proves to be successful.

sell nflx
buy znga

Abusrdly overvalued. Almost a billion shares out there, market cap is $3bln for a company that's profits are negative and has zero products coming out. Any games they do generate revenue on are tied to facebook and most of their games are all based off of stolen IP. Lawsuits, over-valuation, no long term model will make this a penny stock soon. Short it long.

Ireland did them a favor.

momentum play

Speculative, potentially explosive growth stock. I have been considering real money investments in GLUU and ZNGA but I only wanted to back one of them with real money, so the first thing I did was download a bunch of their apps to compare. GLUU immediately impressed me with its inventory of fun action games. (I might write more on GLUU under that ticker)

My initial response to the Zynga catalog was different. As a middle aged man I was not interested at all in the world-building games and the gambling games represent everything I hate about modern casinos-- very confusing and aggressive interfaces that attack your wallet.

The Words with Friends, and other "with Friends" games however are extremely compelling. I think Pincus was very smart to acquire this brand (even though in the short-term it was considered a failure). I found many of my friends on these games, and now engage with them even more than i ever did on Facebook.

Pincus obviously understands that his company is a social media company first and foremost. I think the advertising is the thing that is going to drive revenue forward because many will choose to expose themselves to video and banner ads rather than pay the $3.99. As a user, either way it's a good value for playing classic games with friends remotely.

Already "social gaming" is starting to replace TV-time in our household. As we've watched most of the good HBO/Showtime/AMC/NBC shows and the new episodes come out slowly, the social gaming is starting to replace that niche while also reconnecting us with buddies.

As far as valuation goes, it's difficult to say, and that's why this pick is speculative, but considering the beating the stock has taken last year, it would only take a catalyst or two to really get this stock moving upward.

GLUU makes fun games but I don't see that they understand social media like Pincus does. I am also green-thumbing GLUU on CAPS. I compare the two because they are in technically in the same industry and I will only be backing one of them with real money for now.

Online gaming.

This is a huge long term hold. Eventually the government will pull its heads out of its behinds and realize online gambling is the next money generator, the same way the casino marketplace has exploded across the country the past 20 years. It'll be a traders paradise the next few years, but well positioned to take advantage of any law changes. And that's not even including its current huge % cash position compared to price.

On Line Gaming is popular

Tech Bubble 2.0

Poorly managed company