Eric Savitz, bureau chief at Forbes in San Francisco, recently published an updated version of my research note that explores the investment landscape for social networking businesses such as Twitter, Facebook, Groupon, LinkedIn, Renren and Zynga.

The updated version of the note also revisits opportunities that the current turbid investment environment has thrown up.

The note is available by clicking this link: It's A Bubble - Social Networks And Dotcom IPO Mania.