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  • Facebook Remains A Short For 2 Prime Reasons [View article]
    The stock is worth $70B already. It shouldn't be in that mode if it needs to spend like crazy.
    Feb 1 01:10 AM | 0 Likes Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    S Peter,
    Your missing the point along with all of Wall St. Never stated that FB wasn't a compelling service or that ads don't have a great return on spending. The problem is that FB has to spend a ton of money to attract all this additional revenue. How long will you keep spending money when all your friends move to Twitter?

    Not to mention, you half made my point. Investors don't seem to understand that the user base in the Western world is losing interest. The college age crowd no longer finds it cool. In the end, it won't matter how much FB improves monetization if it loses users.

    My group of friends hardly post anymore. Most only throw up pics of the kids. It has been a long time since I've connected with new people. That was so 2011 with 2012 usage declining slightly. My guess is that 2013 levels will be at least half.
    Feb 1 01:09 AM | 0 Likes Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    Exactly Apple is the better buy.
    Feb 1 01:01 AM | 0 Likes Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    Again none of these monetization plans improve my experience or make my want to use the service more. Twitter is much more compelling and I spend a lot more time on that site these days than Facebook. Don't get where the future will be even by the end of this year.
    Feb 1 01:01 AM | 1 Like Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    The point is that these expenses will increase in perpetuity. Your argument is that the company has to spend money to keep users. So when they stop spending won't they then lose customers?

    Also, your argument on user engagement isn't really accurate. Weren't all of these increased expenses due to monetization plans? How did the Facebook Ad Exchange or Gifts improve my user experience?
    Feb 1 12:58 AM | 0 Likes Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    Honestly don't think FB can ever do enough to improve the user experience. Like a bar, at some point a social network just becomes old. The next generation always wants the next place to go.
    Feb 1 12:51 AM | 0 Likes Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    Check my disclosure: Not short yet b/c the stock has been too strong. It will be the ultimate short though, but not today if it holds around $31.
    Jan 31 12:34 PM | 0 Likes Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    Higher expenses is a real issue even if investors ignore it with AMZN. Doesn't mean that FB will get a pass.

    The only difference is that AMZN does it to make the service better and cheaper: that attracts customers.

    FB does it to monetize the service: that runs off customers.

    AMZN and FB aren't comparable.
    Jan 31 12:33 PM | 3 Likes Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    855 followers....
    Jan 31 12:30 PM | 0 Likes Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    fxfx, according to socialbakers the domestic users peaked right at Christmas. Naturally that is a high usage period, but I don't see the numbers bouncing back if going by my network.

    Agree that the common thread in 2013 is that less people will use the service. Remember that its a network that once a buddy leaves a group of 10 or so friends are likely to leave as well. It isn't like AMZN or GOOG where you aren't reliant on a buddy to use the service.
    Jan 31 12:29 PM | 0 Likes Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    Eric, only talking about revenue growth? Earnings are only forecast to grow around 20%. The story of stalling demand in the US is constantly ignored.

    Nothing wrong with spending money, but the stock price shouldn't be at $70B. My concern though is that all the attempts to increase monetization will drive customers away similar to MySpace. Nobody needs to use the service.
    Jan 31 12:19 PM | 1 Like Like |Link to Comment
  • Facebook's Nasdaq 100 Inclusion To Reduce Volatility [View article]
    Well as the history from last years shows, the stocks added struggle to keep up with the market. Lots of traders bid the stock up prior to the actual inclusion in the index and sell when it happens. As a stock that I wanted to short, the history shows that volatility appears to disappear so downside moves might be limited.
    Dec 12 12:01 AM | 1 Like Like |Link to Comment
  • Facebook's Nasdaq 100 Inclusion To Reduce Volatility [View article]
    Not all gaps are filled. If it does, time to short all you can get.
    Dec 11 11:58 PM | 0 Likes Like |Link to Comment
  • One Billion Zynga Reasons To Continue Shorting Facebook [View article]
    $FB being added to the NAZ100 on 12/12/12 might signal the top. Is that the double sign of the devil, 6/6/6?

    Hoping it pushes up into $30s prior to that date.
    Dec 4 10:37 PM | 0 Likes Like |Link to Comment
  • Facebook Upgrades Mask Real Issues [View article]
    $FB being added to the NAZ100 on 12/12/12 might signal the top. Is that the double sign of the devil, 6/6/6?
    Dec 4 10:36 PM | 0 Likes Like |Link to Comment
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