Anyone Betting on Facebook?

Quote from Bison42:
This social media crap, although relevant, produces nothing. Other than seeing stupid pictures of your friends, the only thing these sites can do is get you in trouble when you're trying to get in to a school or trying to get a job. [/B]

They have good and popular web product and like eBay they going to survive. However, this is all the have. Over all the years of their existence they have not produced anything new... take Goog and Apple, they are constantly working on something new. Respectfully they are constantly growing.... FB, after all the noise, will find its true price on the market and will range around it. Unless, they invent something new...
 
I decided to open an anonymous Facebook page,
just to see what it's all about.
And I notice there is no Regular advertising, like you see on most web pages.
I suppose as a last resort,
Facebook could allow advertisers on these pages, to generate income.

But you could lose a lot of accounts doing that,
but many would still stay. And, from what I read,
the trend is many people are going Mobile.

marc
:confused:
 
Quote from marcoPolo21:

"mobile advertising" [apps] news, I think

marc
:cool:


they report next tues I think. Maybe they will lift it into earnings.

No real big sellers on the Oct lockup ..so far. Maybe after earnings.
 
I had to take a little heat on it, but feel a lot better now. i'm thinking long term on FB, i like the focus on mobile.

i know the lock-up will bring headwinds, but Zuckerberg and some other BOD members publicly stated that they will not sell any shares until next year, one year after lock-up. Employees will probably dump, but Zuck and BOD have a lot and they are holding. I also think many of those shares getting sold will be absorbed by HFs.


Quote from syntrader:

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.
 
the first time it jumps, sell, still long-tern down trend.
I bought 25/24.5put after the earning jump.

faded the move, it works.

wall street is full of traps.
 
Bet on one of the worst performing IPOs of all-time? No thanks.

However, as Facebook grows it's virtual currency the less it will rely primarily on advertising. Over half of social gamers play games on Facebook, in numbers, that's around 300 million active gamers each month.

As the game developers make virtual goodies more attractive, I think we'll see more than the current 20% of people who have purchased them. Plus, online gambling getting in on the action is imminent (makes $30 billion per month), this could be a great pairing of Facebook (who have the people) and online gambling (who have the money).

I have this ironic bet on Facebook, which this thread reminds me of. It's an actual bet on the Facebook shares falling every day via the Facebook game Bookie Mania. I'm winning on that everyday...Pity it's virtual!
 
Again, there is not enough history on carts to perform any liable TA... There are thousands of other stocks, so, why to bother by FB (my kids use this abbreviation as bad female dog :p :p :p )
 
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