Comments for Expertly Wrapped

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10/10/11--12:20: Comment on Sargent, Sims win 2011 Nobel Prize in Economics by Thoughts on the Macroeconomics Nobel « Everything Finance (chan 2690843)

[...] is probably why so few faculty predicted these winner compared to past Northwestern Polls (see here)).  Tom and Chris have both made fundamental contributions in the evaluation and use of models of [...]


10/27/11--15:32: Comment on In depth on Groupon’s accounting practices by CoryS (chan 2690843)

Good summary. One added strategic and financial comment around customer acquisition costs: isn't 'the big idea' for Groupon the fact that it's deals are viral and social? I don't understand why the firm has any customer acquisition costs beyond referrals let alone so material they sway profits. Even worse the company tried to exclude them from it's scorecard.


10/29/11--01:15: Comment on In depth on Groupon’s accounting practices by Steve D (chan 2690843)

Cory: I could be wrong but I figured customer acquisition costs referred to getting stores, restaurants, and other businesses to participate.


12/27/11--09:47: Comment on Government spending flat during recession by Philip Lee (chan 2690843)

What are your sources for the total government spending? Do you have sources for spending by the people? If so, please present that too. Do your sources allow you to avoid double counting of government spending (e.g. where the federal government gives money to the states to spend)? Thank you, PFL


02/10/12--13:03: Comment on Is Facebook really worth $100 billion? Find out for yourself by craig kensek (chan 2690843)

This will not result in Zuck becoming your BFF ;) .


02/16/12--16:06: Comment on Is Facebook really worth $100 billion? Find out for yourself by AG (chan 2690843)

Great analysis - love the spreadsheet. I played around with the revenue growth numbers and managed to get the valuation to $100B by assuming several years of 80-100% growth rates. Seems very unlikely, though I think the growth rates in the spreadsheet are fairly conservative, especially when compared to comps like Google.


02/17/12--06:13: Comment on Is Facebook really worth $100 billion? Find out for yourself by Skyweb Studios (chan 2690843)

I really think facebook is worth this price AT THE MINUTE but they were pretty fast to scale and that usually leads to some burn out in the internet world, it's difficult to keep up that kind of growth and eventually people get bored and more onto the next best thing when it comes to social networks


02/17/12--07:56: Comment on Geographically Correct: Facebook maps itself by Victor (chan 2690843)

Best conection ever.


02/17/12--07:58: Comment on Geographically Correct: Facebook maps itself by Victor (chan 2690843)

I like the graphics.


02/21/12--12:34: Comment on More economic indicators and the future of the U.S. recovery by Patricia Ledesma (chan 2690843)

The second one, initial claims for unemployment (4 week moving average), is the one that Robert Gordon mentioned in your previous <a href="http://expertlywrapped.wordpress.com/2012/02/17/kellogg-school-and-nu-economists-pick-their-leading-economic-indicators/" rel="nofollow">blog entry</a> on this topic.