I sure wish there was a way to short FB right now. It seems to me like they are already on the decline. Unless DST got a glimpse of a totally new platform to be offered in the future, the valuation and the size of the position seems way out there.
Facebook is very likely going to have to start aggressively slinging customer information if they expect to keep their valuation so high. As far as my own bias, my life without facebook is just fine. It was odd for a couple of weeks as I missed a few invitations sent via the platform, but everyone learned quickly and I now have no need or desire to be connected to the service.
I am still surprised by the slow rate of twitter adoption among my peer group, as it seems like a natural choice because of phone integration.
Anyway, congratulations facebook, now get moving on that IPO so I can short…
