Alibaba did good last night, up 54% in revenue. Priceline issues weak outlook. It will skid. Lesson: older IPOs have difficulty maintaining their momentum as they get bigger, e.g. Google and Amazon. Newer ones I like include CYBR (CyberArk), GPRO (GoPro) and MBLY (Mobileye). Don’t forget beneficiaries of oil’s continuing fall: AAL and DAL. Don’t […]