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  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Hi milkchaser,

    We agree that Yammer and Chatter are really good tools that drive productivity. But it's hard for us to see how FB gets in the game. That tools is viewed as "outside of work" and usually blocked at most firms. This would make it hard for FB to take share in this space.
    Aug 1, 2012. 11:57 AM | 1 Like Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Zing!
    Aug 1, 2012. 11:54 AM | 1 Like Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Hey Schnids!

    Good points, as always. But our question is: what gets you to 18x 2013 EPS? What is the magic of 18x?

    $10 - $12 would be awfully tempting down there.

    -IM (Mack)
    Aug 1, 2012. 11:53 AM | 1 Like Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Huh, do you know how many people (or internet users) use adblock? I think I'll go install it right now.
    Aug 1, 2012. 11:50 AM | Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    very interesting. We had no clue about that.
    Aug 1, 2012. 11:49 AM | Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    For sure! We actually force ourselves to assess the opposite thesis once we own / short a stock so we are always looking to protect against confirmation bias.
    Aug 1, 2012. 11:46 AM | 2 Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Hey David,

    We totally agree. When we are talking to folks about Facebook, only the 40+ crowd is excited for it these days.
    Aug 1, 2012. 11:46 AM | 2 Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Do you have a confederate dollar? That would be awesome.
    Aug 1, 2012. 11:45 AM | 1 Like Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    We agree with Jim Cramer, always do your homework!
    Jul 31, 2012. 07:45 PM | Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    hmm, that seems much less likely. Why try to build another twitter? They have so much scale it would be hard to replicate.
    Jul 31, 2012. 07:44 PM | Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    true. But that would be admitting that $FB is getting beaten, wouldn't it?
    Jul 31, 2012. 07:43 PM | Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Hey rickster17,

    Yikes, that is bearish! What are your assumptions for that? EPS and P/E? Thanks!
    Jul 31, 2012. 06:43 PM | Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    I hope they would have hinted at the "mind blowing" product by now.
    Jul 31, 2012. 06:42 PM | Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Thanks for the insight from your business! We find Google to be better as well. Surely some companies have great success on $FB - like brands that are fashion / food / or more "fun". But this makes the market for ads a lot smaller than most people envisioned a few months ago.

    But your point is well taken.
    Jul 31, 2012. 06:40 PM | 2 Likes Like |Link to Comment
  • Facebook Investors: Your Nightmare Has Just Begun [View article]
    Interesting point, indy1. We didn't realize that an account cannot be deleted on Facebook. Is this really true? That certainly would call into question the user metrics.
    Jul 31, 2012. 06:37 PM | Likes Like |Link to Comment
COMMENTS STATS
239 Comments
67 Likes