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  • Facebook Earnings Preview: Watch Mobile Ad Revenue And Expense Growth [View article]
    Looking on the bright side, FB is 12% cheaper than prior to its last earnings report. Agree that they should show strong mobile revenues. However, I am concerned that the desktop audience is stagnant or declining and the mobile revenue is still only projected to grow to 25% of the total.

    There are some recent reports of users leaving Facebook in developed markets which is a worrying trend also. For example, the report below about teens being less interested in the social network.
    Apr 29, 2013. 11:06 PM | Likes Like |Link to Comment
  • It's Time For Investors To 'Like' Facebook Stock [View article]
    FB has a billion users and struggles to make a significant profit. Costs are growing faster than revenue. I would like to see some breakout profits before liking this stock.
    Mar 8, 2013. 01:13 AM | 2 Likes Like |Link to Comment
  • Reasons To 'Unlike' Facebook Q4 Earnings [View article]
    FB dropped over 10% since their earnings call and YHOO is up about 10%. No positions in either company. Hope they both succeed in the long term. FB has a long way to go to justify their valuation.
    Mar 1, 2013. 10:10 PM | Likes Like |Link to Comment
  • Reasons To 'Unlike' Facebook Q4 Earnings [View article]
    I have no position in FB and no plans to initiate any positions as per the disclosure above. I am skeptical about their potential revenue growth and I think growth expectations are too high. I have great respect for Mark Zuckerberg. I suspect that revenue may not be his top priority. I don't think he'll turn the site into a flashy billboard covered with display advertising.

    How much revenue can be generated by mobile display ads? I use Facebook on my cell-phone and can't remember ever seeing an advertisement. Many users have trained themselves to ignore display ads.
    Jan 30, 2013. 02:33 AM | Likes Like |Link to Comment
  • Reasons To 'Unlike' Facebook Q4 Earnings [View article]
    I think Seeking Alpha sends articles to subscribers via email and not Facebook. User base is certainly powerful and Facebook are the number one site. Long term, maybe they will monetize their users successfully and drastically increase revenues. Or maybe their users will drift off to other services.
    Jan 30, 2013. 02:19 AM | Likes Like |Link to Comment
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