In this video, Motley Fool tech and telecom analyst Andrew Tonner tells us about Groupon's big plunge. He sees the 30% drop it took the day after posting its quarterly earnings as indicative of a larger trend: the Web Bubble 2.0. He discusses several recent companies like Groupon, compares their forays into unproven business models, and tells us whether he sees any of these businesses that have taken tumbles after being initially overvalued as being able to rebound and prove themselves viable in the long run.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.