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'Fast Money' Recap: Three Days Down



"We focus a lot on the execution of our business model and working on the long-term strategy," Franz said. "So we focus on establishing our service center capacity in Europe, establishing our U.S. facility and do not focus too much on the share price."

The company has a total of 55 installed printers around the globe, Franz said, adding that in the last quarter the company sold three printers. The company provides financing for the printers on a selective basis, he said.

The average selling price is about 500,000 euros, he said.

"There is a huge growth potential," Franz said, adding that the company plans a 50% growth rate for the next 36 to 48 months.

Grasso said he prefers Hewlett-Packard (HP) in the 3-D printing category. Adami said Voxeljet is going to be very volatile and that he would play it from the long side.

Bill Flynn, president and CEO of Atlas Air Worldwide Holdings (AAWW), joined the panel to talk about the air freight company. "Air freight in the last three years really hasn't grown, it's been flat," he said. That is largely because of the miniaturization and convergence of electronic items, like smartphones and tablets.

"I think that trend has pretty much worked through air freight demand," he said, adding that there is good growth in other areas, like pharma.

Credit card stocks were down Thursday after Mastercard (MA) announced a 10-for-1 stock split, dividend increase and buyback program. Investors may believe these stocks have maxed out, Lee said.

Finerman said the SFX Entertainment (SFXE) valuation was "absolutely absurd." "So we remain long Live Nation (LYV)," she said. "It's way better than this."

Jeremy Liew of Lightspeed Venture Partners was the first person to invest in Snapchat and he said he thinks the next big thing will be Whisper.com, which is a mobile app that allows people to share anonymously secrets or thoughts that they might have. Then other people can engage around that content. "It's shown incredible growth since it was started about 18 months ago, up to about 3 billion pageviews a month," Liew said. He called that "a shockingly big number."

Liew said the way to judge these products is, "Are they delighting users?" The way to measure that, he said, is by the number of opens per day and the number of days per month they get used.

On Bitcoin, Liew said, regulation is inevitable and appropriate so that "issues like money laundering and drug financing do not take place." He added that volatility of Bitcoin did not mean it wasn't a good payment method because merchants can trade out of Bitcoin also immediately.

-- Written by Carla Baranauckas in New York.

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