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  • Facebook Teen Issues Magnified [View article]
    Scot1and,
    exactly, the teens dictate to a large extent what the 30-50 crowd spends whether discretionary or not. Most teens grow and need new clothes each year, etc. So again, the teens don't make the money and probably don't technically spend the money, but parents spend money on the teens. And guess what, the teens to a large extent dictate what is bought within the boundaries of parents.
    Jan 29, 2014. 09:40 PM | Likes Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    Starting to roll over now. It doesn't appear to want to break $58.50.
    Jan 17, 2014. 01:43 PM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    andy,
    True. It even appears they don't care about valuation... to the moon... lol
    Jan 17, 2014. 01:43 PM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    cashawash,
    Really so thats why FB execs desperately tried to buy SnapChat for $3B??? Thought teens didn't matter. So you really think a 50 yr old is going to drag a 25 yr old back to service it hates and thinks is uncool instead of the 25 yr old pulling the parents to the new site... too funny. How do u think parents got on FB in the first place???

    Your theory sounds like a bunch of hog wash...
    Jan 17, 2014. 11:46 AM | 2 Likes Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    AliveH,
    Actually I'm shorting FB b/c this study along with others showcases a grave future. For some reason longs want to bury their heads in the sand.

    What is the key to the success of GOOG, AAPL, and AMZN? Customers that used their products 10 years ago still use them and probably even more now. FB is losing all the users from 5 years ago. What is the future if it burns through users in a few years? FYI... plenty of evidence that its occurring in the groups up to 50 already as well. The new users are masking the lost users but that will stop.
    Jan 17, 2014. 11:40 AM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    bbadwolfe,
    Awesome... so your going to pay 20x revenue for a social site that is going to be focused on the 55+ crowd. That is only 28M users right now. How long do they stay on if their kids and grandkids are somewhere else?

    Investors need to start thinking outside the box. The teen problem is only the start.
    Jan 17, 2014. 11:36 AM | 2 Likes Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    nradford,
    No way its around in 50 years. Name one social network or site that has thrived for more than 5-10 years. The teen issue is the tip of the iceberg. The table is very clear that a ripple effect is taking place.
    Jan 17, 2014. 11:33 AM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    berniespear,
    all fine and dandy for the company to remain relevant, but do you really want to pay 20x revenue for a company that has to rely on mergers???

    Don't see a lot of longs that separate the company from the stock.
    Jan 17, 2014. 11:29 AM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    SoCalNative,
    That was my experience back during Halloween. Thought I'd for once see what my friends kids were dressed up like and I had maybe 2 or 3 friends posting pics. An absolute waste of time. It didn't even cross my mind during the holidays.
    Jan 17, 2014. 11:28 AM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    Andre,
    Bingo... the 25-34 crowd by all accounts is leaving now. The stats bear out that usage flatlined in 2013 and I'm betting it declines in 2014.
    Jan 17, 2014. 11:25 AM | 2 Likes Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    divisionbell77,
    Teens are only the tip of the iceberg. With the 55+ crowd booming on the site, now 30 and 40 yr olds (like me) face the same parent issue as teens. Personally, I've already moved on to Twitter for personal and StockTwits/Twitter for business. My wife spends more time on Pinterest.

    It doesn't make any sense to think that only teens will leave. Note how the 25-34 crowd only grew 33% during the 3 years. My guess is that age group peaked in 2013. A study next year will show a decline of users. FB is social 1.0, users are ready for social 2.0. The shift will happen for all age groups. The problem FB could face is that the older crowd probably won't got to Instagram. The more likely move is towards Twitter and Pinterest or something new by the end of 2014.
    Jan 17, 2014. 11:22 AM | Likes Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    David,
    Yes, the usage on Instagram has rocketed. First, Instagram isn't being monetized. Second, once FB floods it with ads and parents shift over, won't the teens flee it as well? It highlights the precarious nature of giving a social site a lofty valuation with a customer base that isn't sticky my nature.
    Jan 17, 2014. 11:15 AM | Likes Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    AliveH,
    Thanks for making some valid points for being long FB instead of just ignoring the teen issue blindly.

    The issue is that FB can't put the Genie back in the bottle. Evidence already exists that UK teens are embarrassed about using the site. It takes something like 4 or 5 Asian users to match the money lost by losing a US user.
    Jan 17, 2014. 01:05 AM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    epygood-mai,
    Is there not a big decrease? They are going to Instagram, SnapChat, Twitter, and others. FB loses out big time.
    Jan 17, 2014. 01:00 AM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    ddevaney,
    You are one risky 77 yr old. Do you even use FB? If it hits $100, I'll mortgage my house to short the stock. To reach a market cap of what $250B, FB will ultimately need revenue of around $50B or 7x this years numbers. Yet it has to achieve that while losing prime customers and with all the evidence that the 25-40 crowd is getting bored with it. How is that going to happen?
    Jan 17, 2014. 12:59 AM | 1 Like Like |Link to Comment
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