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 Facebook – SEC
The Definitive Who’s Who Guide to Facebook Wealth – whoownsfacebook.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 linkfest – Abnormal 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:
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
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
Analysis: A sobering look at Facebook – Reuters
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
Facebook: Government regulation is ‘costly’ – Wonkblog / WP
Who’s a Daily Facebook User? Anyone who clicks “Like” – The Big Picture
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
How much are EMs worth to Facebook? – beyondbrics / FT
Facebook Stakes – Graphic of The Day – Thomson Reuters
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
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
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
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
Added on 10-Feb:
Facebook already went public, you weren't invited – Fortune
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
Added on 19-Feb:
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