Groupon reported disappointing Q4 results, with revenue growth continuing to decelerate and growing at +30% in Q4. More concerning was management’s guidance for essentially no growth in Q1. Additionally, founder and CEO Andrew Mason was fired and replaced by interim CEOs Eric Lefkofsky and Ted Leonsis. As a result, we sold our entire position on Thursday.

Data analytics leader Splunk beat street expectations and reported 51% revenue growth and 200% EPS growth. With more than 5,000 customers, Splunk continues to see strong growth and expects to break even by the end of the year. For the week, SPLK advanced 11.3%.

Facebook bought Microsoft’s ad serving and tracking business Atlas for an undisclosed sum. FB’s plan is to use Atlas and measure its ad effectiveness on outside websites. This will potentially give Facebook the ability to increase ad pricing. For the week, FB finished up 2.4%.

To learn more about GSV Asset Management—an investment management firm that leverages GSV Media’s ideas, insights, and philosophy—go to gsvam.com. www.gsvmedia.com.

Michael Moe is an AlwaysOn contributing editor and a former co-founder of ThinkEquity.