You don’t need “expert analysis”
Testing the Durability of Zynga’s Business http://on.wsj.com/oxo33O
You probably don’t need a thorough review of Zynga to judge its future success. Just look at your own usage: are you using their apps more or less lately? I only use their free Words w/Friends app and I know I’m using it a lot less over the past few months. Like most things new, the novelty has worn off. That would certainly keep me from being a buyer of any Zynga IPO.
In fact, when it comes to long term investing, your own usage — or lack thereof — is usually a good sign to ditch that stock. As an example, say you bought RIMM when you started using a Blackberry. But then in 2009, switched out your Blackberry for an Iphone. At that point, I’d have also sold my RIMM.
Believe me, when you stop using a product is usually the reverse of when you start using it: you’re rarely alone.