Employees are still flush with RSU money. The short-term drop is a bummer, but most employees are vesting quite a bit more value than what the grant originally was.
Thatâs really negative company specific news. AMD is starting to out execute them pretty badly.
People still remember Facebookâs shift from desktop to mobile? Skeptics made fun of them and said Facebook is only good for desktops. Fast forward to now and Facebook makes most of their money from mobile.
There is another shift waiting to happen: newsfeed ad to stories ad. Facebook has tons of stories inventory, especially in WhatsApp where there is very little monetization going on. Can Facebook execute?
Why unskippable Stories ads could revive Facebook | TechCrunch
Yes, it can, did before, will do again.
Video ad also ties in to another Facebook priority: Facebook watch. If it can steal some user time watching video on Facebook instead of YouTube that can be YUGE.
In Sheryl (Mark too) I trust.
Manch,
Post an incomplete story with half ass comment is not good it was a roller coaster till it started catching fire. If the transition is similar, conservative investors should stay at the sidelines. Can these investors stay solvent while waiting for the changes to catch fire
I only talked about their long term prospect. You are implying short term trade actions from what I said.
The signs were there, but then again we arenât insiders now are we???
It took them about a year to have a majority of revenue for mobile.
manch,
Do you agree that Mr Market is telling us that? Wonât give FB the benefit of doubt, want FB to provide evidence, meanwhile share price would just meander best case between $160-$180, could be $145-$195.
Donât know. Current price looks cheap to me. Not often can you buy high growth companies at <1 PEG.
Meander for how long? You can sell higher price calls if you are confident of your judgement.
Market is resetting expectation, is in a show me the money cautious mood.
Refer to FANG, ANG, BAT thread.
True, market may be in a cautious mood. People have different strategies how to deal with it. I will roll with the market and adjust my exposure up or down, but I will slowly buy more FB calls. The ones I have right now are still above water. Obviously if FB sank to $160 they wonât be anymore.
Will only add shares slowly, no calls unless drop below $155.
Great analysis:
https://stratechery.com/2018/facebook-lenses
Ben Thompson has made a name for himself as one of the âthought leadersâ on tech. Even âThe Economistâ quoted him multiple times. The amazing thing is he actually lives in Taiwan with his Taiwanese wife and kids.
Sell the rip.
Get off the rocket ship before lift off?
Whatâs Next for FAANG Stocks After Facebookâs Crash?
Is Facebookâs fall a buying opportunity for those who have been standing on the sidelines during the multiyear tech rally? Not according to Morningstar analyst Ali Mogharabi. While saying that Facebookâs shares are now slightly undervalued, he recommends that investors seek a greater margin of safety before taking the plunge, suggesting that a share price of $150 to $160 would be the enticing range.
manch,
Stop denying your girlâs wish to buy below $150!
You guys are just too damn greedy. FB is already a great business at the current price. In fact one of the worldâs greatest.
So what if you overpaid by $30? When you look back in year 2020 at price $300, does that matter?