Anyone Betting on Facebook?

Giving your doctor investment advise on something you admittedly have no expertise in is just brilliant.

Quote from oraclewizard77:

I was talking to a doctor and he asked me about FB. I had to explain that I don't trade stocks just futures, but I said if he wants to invest in it now and hold it for many years, then yes I think its a good investment.
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fb is a great brand but you need someone to make it a search engine, maps, mobile, and everything else. its a monster but its so over priced that the right players can't buy it and make it what it could be so they have to find talent within and that's going to be hard.
 
Quote from oraclewizard77:

I was talking to a doctor and he asked me about FB. I had to explain that I don't trade stocks just futures, but I said if he wants to invest in it now and hold it for many years, then yes I think its a good investment.
More...

investors luv to buy trash on the way down, then hope and pray for the phoenix to rise.

doctors and lawyers have no clue on how to invest.

" thinking it is a good investment " means zip.

a bumbling ass wearing a hoodie and sandals as CEO makes it a dog with fleas.

-10


:D
 
FB is basically impossible to value. Right now, they seem pricey, but if they get just a couple of things right or more right than wrong, they could easily ramp.
 
Quote from AAAintheBeltway:

FB is basically impossible to value. Right now, they seem pricey, but if they get just a couple of things right or more right than wrong, they could easily ramp.
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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 right people (they have a ton of user data), advertisers will gladly pay higher rates which can more than compensate for slowing user growth. (GOOG user growth has slowed, but their ads have such a high ROI that they can charge more than the other search engines - as long as FB does not start to lose a significant number of users, slowing user growth is not the main concern)

2) Living in the SF Bay area I know that there is a war for talent among tech co.s, and FB - even with its depressed stock - is still seen as an attractive place for top talent. If you know what RSUs are, you'll understand. FB has some big issues to tackle like better monetizing mobile ads, and if anyone can figure out a way to do it, it will be those guys. This is not a trade, I like to invest in co.s that combine innovative products with top talent in a niche industry (social media)

3) FB has a large moat around it, making it harder for a new social network to pass it. Yes, it could happen, but I don't think its likely. I've also owned GOOG and APPL for some similar reasons. Buy the leader in a growing industry.
 
Facebook is worth no more than $5.

Thats where its headed once people move on to something new, its already boring and played out, how many pictures do people need to take of their food or where they are going next, who gives a fuck!
 
Quote from S2007S:

Facebook is worth no more than $5.

Thats where its headed once people move on to something new, its already boring and played out, how many pictures do people need to take of their food or where they are going next, who gives a fuck!
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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, they will pay higher rates.

The topping on the cake, FB margins are good, they don't have to spend a bunch of $ to create content like AOL or Yahoo does.
 
I have no idea what FB is worth but if they are losing their cachet with their core audince what prevents them from spiraling down like MySpace?

Quote from syntrader:

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, they will pay higher rates.

The topping on the cake, FB margins are good, they don't have to spend a bunch of $ to create content like AOL or Yahoo does.
More...
 
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