cramer says whatsapp would have been a $30B IPO???

S2007S · Feb 24, 2014

$30,000,000,000

With a B not an M, this is what happens when you have Trillions and Trillions of dollars working its way through the system, thanks to BUBBLE ben bernanke and all those printed trillions....whatsapp is worth no more than $25M....
The hype around a FREE messaging apps should have people waking up and realizing that something is very, very wrong.

http://www.nbcnews.com/video/cnbc/54497765/#54497765

tradingjournals · Feb 24, 2014

FB traded less than 30 cents away from the estimate of a top from my models.

FXforex · Feb 24, 2014

RE: cramer says whatsapp would have been a $30B IPO???

FB says they will keep whatsapp separate from FB. Does that mean FB can take whatsapp public and launch an IPO? FB buys whatsapp for $20 Billion, develops the brand then raises $30 Billion in the IPO making $10 Billion on the deal.

achilles28 · Feb 24, 2014

If monetizing user stats and habits (spying) is the big money maker here, who is buying it? And why hasn't Facebooks revenue reflected their billion plus users who made available gigabytes of personal data?

Whatsapp, for those that don't know, collects nearly no personal information - name and phone number and picture. The picture and name can be faked. The phone number too, I suppose, with IP wireless telephony. FB can't do it with pages of personal data, so how can Whatsapp do it with a phone number and name?

badnewsbear · Feb 25, 2014

tradingjournals said:
FB traded less than 30 cents away from the estimate of a top from my models.

Your models must be based on chimps throwing feces at one another.

sprstpd · Feb 25, 2014

That's okay. Cramer is always right until he isn't at which point he rewrites history.

tradingjournals · Feb 25, 2014

Went long puts on FB for bragging rights.

stock777 · Feb 27, 2014

with someone elses money craptor spend liberally.

ask him what his the street.con is worth 15 years after the ipo

tradingjournals · Feb 28, 2014

tradingjournals said:
Went long puts on FB for bragging rights.

It is down from 71.ish to 68.ish. Nice profits! The stupids follow the stupid got nailed.

newwurldmn · Feb 28, 2014

I thought this was dumb at first, but now I think it was pretty smart.

Apparently goog bid 10bn for whatsapp.

So Facebook isn't completely retarded.

Facebook has 1.2bn users. Whatsapp has 500mm.

There are 2.5bn people on the internet in the world.

3.6bn texts were sent on New Year's Eve through whatsapp.

Telecom companies figure that whatsapp costs them over 30bn in text messaging fees.

20bn isn't cheap by current valuation but this could be a homerun if Facebook can figure out how to monetize. The scale is massive and in the end there will only be one messaging platform like there is really only one facebook, Twitter, and LinkedIn.

Facebooks clout only adds opportunity. Deutsche Telekom is looking to cut some arrangement with whatsapp now.