It is an interesting time to be a technology investor.  The biggest trends in technology are happening outside of the realm of publicly traded companies.  We have touched on this before but the expected wave of social media IPOs is pushing the issue to the fore.  The Facebooks and Twitters of the world are changing the scene outside of the reach of stock investors.  For example one of Netflix’s biggest competitors is Hulu which is private.  Investors therefore have to be acutely aware of what is happening in the private space, especially in light of the wave of IPOs coming down the pike.  In today’s screencast we once again look the public/private divide in technology.

Items mentioned in the above screencast:

Google+ is awesome. (Singularity Hub)

Rolfe Winkler, ” Ultimately, Google+ is a chance for social networkers to start over.”  (WSJ)

Richard Waters, “So far, Twitter has been a case study in how a really good idea can survive the benign neglect of its originators. ” (FT)

Hulu Plus tops 1 million subscribers.  (NewTeeVee)

Daily price chart of Google ($GOOG).  (Finviz)

Also mentioned$NFLX

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.