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  • Facebook: Concerning User Trends March On [View article]
    Where was Pinterest listed as a threat?
    Jul 29, 2014. 02:49 AM | Likes Like |Link to Comment
  • Facebook Earnings Preview: Still All About Mobile Ad Revenue [View article]
    The story should be about user engagement that is clearly dropping based on every metric not supplied directly from FB. Sure FB can squeeze more revenue from selling ads to the existing user base, but it won't matter long-term when users are gone. Its kinda sad that Zuck told everybody that the goal of FB was to connect everybody in the world, but now we know the goal is really to sell an ad to every user in the world.
    Apr 21, 2014. 04:54 PM | 5 Likes Like |Link to Comment
  • Mark Zuckerberg, The Warren Buffett Of Technology? [View article]
    Zuck might've been a great product manager to create FB into the social media giant, but the only way to be like Warren Buffet is to hire great managers and keep them happily running each business. Can Zuck do that? Not sure he has added much value to Instagram, as it was already on a fast growth trajectory.
    Mar 26, 2014. 01:55 PM | 2 Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    doggie,
    it is curious that TWTR is the real time news site yet it has a limited user base. Not sure anybody in my extended family even uses it yet, but heck the group isn't exactly early adopters having just got smartphones in the last year.
    Feb 26, 2014. 12:38 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    226,
    Twitter does have a mounting problem of getting the 'rest' of the crowd to sign up. It has definitely become for the crowd that likes to broadcast information, where as a great deal of people would prefer to only consume.

    At this point, Twitter has the attention of the important crowd while FB has the soccer moms and grand parents. Ultimately, the Twitter has the more valuable user base regardless of the size.
    Feb 26, 2014. 12:36 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    Ol Blue Eyes,
    So you have little contact with recent grads, but you suggest knowing that they go to FB to contact friends???? So it isn't cool and their all using Instagram, SnapChat, and Twitter but there going to contact friends via Facebook that isn't cool?

    It makes no sense that anybody would go back to a uncool social network. It has never happened in the history of social networks and FB has not suddenly become cool. If anything the lack of innovation should be very concerning for longs.
    Feb 26, 2014. 12:32 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    Ol Blue Eyes,
    those connections are where I think FB counts people as users that don't technically go directly to facebook.com. If you check on the facebook box below, this message will be posted to FB under your name creating a whole group of people posting to FB with nobody actually reading those posts.

    By the way, most of the people and shows I watch promote Twitter handles and not FB pages.
    Feb 26, 2014. 12:29 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    FB now down 2% today.. market starting to rethink the value of WhatsApp.
    Feb 25, 2014. 03:46 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    Agree with John Alford, the market can continue to be irrational for a long-time. One only has to look back to 2000 to see what happens when investors stray to far from fundamentals and focus on clicks, PVs, or eyeballs.
    Feb 25, 2014. 12:31 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    benitus,
    oh I'm waiting for reality to set in with the market. The ultimate plan is to short the stock, but for now one can't fight the tape. When investors are all focused on eyeballs, it does no good to short based on fundamentals. One day it will matter.
    Feb 25, 2014. 12:30 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    tka700,
    and in my experience that rate of change is very negative... less and less each month.
    Feb 25, 2014. 12:28 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    stocknrock,
    First, those teens become adults really quick or are you suggesting that FB is worth $200B for a short-term revenue stream. Second, how long will the 20s and 30s stay on the service? The evidence suggests those groups are rolling off as well.

    For some reason the longs want to pretend the teenage issue isn't the tip of the iceberg. Some how that is the only group that is going to get bored with the site. While my family is still on the site, my wife and myself had peak usage maybe back in 2011. If we spent an hour a day on social media, the time spent on FB went from virtually all the time back in 2011 to less than 5 mins now. Majority of time is spent on Pinterest and Twitter and that is the danger of DAU/MAU. We're both DAU for a good part of the month, but the crucial time piece is greatly reduced. The rate of change is such that we're just waiting for something to pull us completely off FB, but I definitely don't envision going back. That is the problem with FB.
    Feb 25, 2014. 12:27 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    MarketLost,
    it would be hard to believe that any major brand could still fall for a click farm. In such a case, ROI would be zero and advertisers wouldn't use the service anymore.
    Feb 25, 2014. 12:19 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    Skizz,
    thanks but I just don't see mass users going back to FB other than for the Utility concept. Somebody that uses it once or twice a week to doesn't push the needle for a $200B valuation.
    Feb 25, 2014. 12:12 PM | Likes Like |Link to Comment
  • Facebook: A $19 Billion Signal That It Has More Than A Teenage Problem [View article]
    22643611,
    according to your kids, you should short FB. You've already had one quit FB. How long before Instagram is next? Surely not long after it starts monetizing it.

    You realize your paying $200B for a service that a 23 yr old has already removed her profile and you hardly use yourself. The rate of change is turning negative. The domestic service peaked at the end of 2012 for people under 50.
    Feb 25, 2014. 12:10 PM | Likes Like |Link to Comment
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