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>...the bubble saw its reflection in the mirror with the Facebook IPO and is contracting to "reflect" that understanding of self.

Beautifully put.

I'd imagine then, that the Instagram deal at $1B+ is the sweetest deal of this bubble era.

Those guys got bought out when facebook was thinking their IPO was going to result in ~250 share price.



From some Google searching, it seems like Instagram got $300 million cash and 23 million shares (http://blogs.wsj.com/digits/2012/04/23/facebook-bought-insta...) and assumed the shares were valued at $30/each. So if they aren't able to sell the shares yet, then as of right now Instagram actually lost $100 million on the deal due to the declining stock price. (Although if they were able to sell right away, then they would have made more money.)

I'm not understanding what you mean by "~250 share price".


Facebook valued at $250 per share immediately after IPO would value them 800x earnings and $500B market cap (close to AAPL, 2x Wal-Mart,50% more than Exxon-Mobil).

In other words, total delusion on the part of anyone who thought that FB would pop 7x on the IPO.




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