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Yes, the cool factor is a bit of a red herring, and they have a big moat (barrier to entry) around them as I said earlier. Besides the other things I like about FB (posted previously), perhaps one of the things that will really give the stock a boost is the high short interest. A stock this...

Yes, its all about the cookies. And that represents a big risk to my position in FB. If the govt. outlawed cookies, FB would be royally screwed.

I disagree with your statement, "None of the digital metrics are new or more precise". With cookies they know what ads you've seen and can track your behavior - do you go to the advertisers web site - for the next 30 days more or less. Print ads can't track future behavior. Google is an...

I thought we were talking about FB, not APPL. But I can see your point regarding the cool factor. I just think that its a bit of a red herring. With your experience in the ad world, did it involve digital ads? The reason I ask is that digital ads are handled very differently then print or...

yes, the lock-up ending presents a problem, and FB is well aware of this. back on Sept 4th, Zuckerberg stated that he will not sell any shares for a minimm of 1 year http://allthingsd.com/20120904/facebook-8-k-zuckerberg-will-not-sell-any-shares-for-one-year/ and I believe several BOD members...

All good points you make. The hipsters I know - the kids of my friends- yeah, they barely go to FB anymore. However, I believe I have an understanding of the ad biz (have friends in it) is that its not the cool factor that keeps ad buyers spending on FB. it might seem that way on the surface...

In a way I agree with you, but you have to remember that FB makes money selling ads. FB in a way is played out in terms of users - yes, many people may be using it less, especially teens, but you have to remember that FB makes their money from ads. If the ad buyers can get the ROI they want...

Agree. I got in at 20.5, planning on holding for a long time. It's not a trade. This is not my typical way of thinking about an investment, but here's why I bought: 1) Although FB's user growth may be slowing, the money comes from ads. If they can get the right ads in front of the...

Liar's Poker - one of the best trading books ever.