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Alex Cho

 
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  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Realistically, you can only keep track of like 10-20 investments. This short position of his, is not an investment, it's just outright speculation, as the position sizing is comparable to the exposure limits at prop-trading desks.
    Aug 4 10:05 PM | Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    They have plenty of quantitative metrics to prove they get advertisers an ROI. There app install ads are instrumental for mobile game developers, as well. So I'm not convinced, but keep on talking about yeah, my experience, but really? How do we verify your experience, it contradicts the results of legit ad-people.

    Look, there's plenty of experience rich, research poor people in the world. Don't be among them.
    Aug 4 10:03 PM | Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    You're anecdotal experience is irrelevant. People make money day-in-, day-out on Facebook timeline ads. Either that, or they save money from poor performing analog ads.
    Aug 4 10:01 PM | Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    So you can't really quantify his intelligence. You're just stating an opinion. Since you admitted that you took no measure of his intelligence using an actual test, you've proven my point.

    Yeah, Mark sounds dumb, legit. I hear him on interviews, and I'm pulling my hair to survive listening to the way he says, uh, and um, and yeah so the blah blah blah. YEAH his way of speech doesn't scream Einstein, but the way he behaves results in great returns for his shareholders, and that's all that matters. Dude can st- st- st- stutter all day, and talk like a nerd. Who cares, he's onto something great, and he's got guts to execute day-in, day-out. He's not charismatic, but he does a great job of making people money. And if you're not into making money, you ain't sucked into Wall Street yet.
    Aug 4 09:59 PM | 1 Like Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    And this why the comment board on some articles can be better than the articles themselves. Yeeeahhhhhhhhh
    Aug 4 09:21 PM | Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Honestly, how do you expect me to take that last statement seriously. You can't measure Mark's IQ without an IQ test, how did you get results on his IQ test, did you furnish a test, and say, hey you scored 90, you're not that smart.

    Talk about an on-hands experience that's pretty unlikely to happen. None of my closest friends know my IQ score, because even I don't know my own IQ score. Honestly, how many people take an IQ test, and tell their friends about it.
    Aug 4 09:15 PM | 2 Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    ^ hey Charles, this dude has a pretty good point.
    Aug 4 09:09 PM | Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Are you kidding me, I'm talking to Charles. Charles stated in his article that Peter is smart money, rather than an insider.
    Aug 4 09:08 PM | 1 Like Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Can't verify your comment, for all I know, you have a grudge on Zuckerberg, and want a way to express your animosity.
    Aug 4 09:07 PM | 4 Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Nah, he based it on an earlier comment, by an anonymous reader on the SA comment board.
    Aug 4 08:55 PM | 2 Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Yeah, short interest, short interrrest. I've seen hedge fund managers like Bill Ackman dig deep, like real deep, and dump a huge percentage of a portfolio against a stock. Same thing with Chanos, and Soros. You're saying, it's big, but relative to what?

    So you have a small position,because now you want to time an entry? So it's a trade after all.

    Wow, that solves everything. You presented a trade idea. One day, on random x day, people are going to sell x amount of stock, and that added volume will diminish the value of this company. This rare event may happen soon, therefore we should pile on with Charles, but we haven't got this down to a science. It may just happen next week, but anyway, people buying the stock are prone to sell out. I'm sure the whole market will sell the stock once the bubble dissipates. hmm, I'm sure when Charles figures out a why to rationalize probability into a sequential progression of what will occur, he'd be called the next Einstein of our time, because that much foresight would register you next to Newton, or Plato.

    Statistics will never tell you the sequence of events, only the occurrence of them out of a sample.

    You sir are making a bet that things will go sour when you want it to. You're the speculator, sir, not me.
    Aug 4 08:26 PM | Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Jeff, he refuted my thesis on the basis of "working in computer science." In the world of economics, the two companies (Google and Facebook) have developed similar moats. The risk to owning these two companies is significantly less than commodity sensitive, or cyclical businesses. I provided a rational for why these two companies are great, he just threw a red herring into his article, maybe a straw man, honestly there are massive leaps in logic, and then he concludes, "the other side of the fence you have the fanboys who tell you that it is going higher for a number of reasons based on wild speculation and assumptions. "

    He thinks anyone who has ever penned an article on Facebook are dumb sheep, and we need him as a shepherd, and that we're a part of a "moronic crowd" that can't adjust our expectations as new information adjusts our expectations going forward.
    Aug 4 08:19 PM | 3 Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Yeah, but,Thiel is known to chase after smaller companies, he's a Venture Capitalist, not a traditional hedge fund/mutual fund manager.
    Aug 4 08:11 PM | 1 Like Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    Yeah, but, the thing is a high margin business, plus further saturation into the ad-market could generate $20-$50 billion a year in revenue. You could convert a high amount of income into share buybacks, plus you can pay a dividend in future years with that.

    Honestly, it looks silly on the surface. But advertisers are doing quite well with Facebook, plus user engagement is pretty solid in many demographics, while teen has been dragging slightly, as the younger demographic like alternative forms of communication like instant messenger, and photo sharing.

    But teenage engagement is already being picked up by Instagram, and that too is already being monetized.

    There's no point in fighting the big blue app, Mark Zuckerberg got this whole entire social app thing down.
    Aug 4 08:09 PM | 2 Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    2.5% of your portfolio, meaning you have no conviction to convert more of your cash into this short?

    This sounds more like a trade than an actual investment thesis. You should have said something like, "hey guys, this stock is prone to correction, expect a slight give back, so I short some stock, and want to earn a quick buck here or there."

    But you know, trading ideas never fly by the editors. 2.5% of account value is what normal day traders put up for a single trade, that way a string of losses don't kill the bank.
    Aug 4 07:59 PM | 2 Likes Like |Link to Comment
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