One of the few advantages for bears in a market like this (besides self-pity and, for masochists, a perverse, persistent pleasure) is it’s easy to smoke out weakness relative to Herculean strength. Look no farther than LinkedIn, represented by the black line below, as compared with Facebook, shown (appropriately) in green. If you consider the raging success of TWTR and FB over the past few months, and compare it to the completely flaccid behavior of LNKD, it’s not easy to divine that the first hint of serious weakness in the social sector will lay waste to Hoffman’s creation.
