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  • 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
  • Facebook Teen Issues Magnified [View article]
    How do you justify being long?
    Jan 17, 2014. 12:56 AM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    hank,
    The avg age of the 55+ group has to be around 65 so maybe the time is 15 years and not 10. What improvements has FB made recently? You do realize that about every update is ad related. The company doesn't innovate.

    So they use Instagram, but FB isn't monetizing it. Guess what happens when FB does??? They go somewhere else. Instagram actually has less functionality than FB. Does it not concern you that your kids fled FB? Why will Instagram last? No social site has ever lasted.

    Hope you realize that Peter Lynch would have a heart attack knowing that you used his name to justify buying a stock at a 20x revenue multiple. Peter Lynch would've never touched FB.
    Jan 17, 2014. 12:53 AM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    aloha,
    amen. Finally somebody that gets it. My demographic is 35-45 and I was shocked by the lack of posts over Halloween. I'd guess 2% of my friends posted kid picks (remember most of my group has kids in that age). It almost seemed pointless to even be on FB with the limited action. The longs can say what they want, but they have to be 100% accurate for the stock to gain. Shorts only have to be fractionally right to win. The stock trades at 20x revenue with market cap of $140B. Not a lot of room to the upside.
    Jan 17, 2014. 12:49 AM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    engineering,
    You need FB? Really?
    Jan 17, 2014. 12:45 AM | 1 Like Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    Actually, Sears is one of the cheapest stocks in the universe. The company has assets worth at least $130 with the stock trading below $40.

    The reason to justify FB is that its a major scheme. The company is losing its original base yet the stock trades as if the sky is the limit. By the end of 2014, the 25-39 crowd will start exiting the site as well. FB is doomed!
    Jan 17, 2014. 12:44 AM | Likes Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    xilef,
    First of all, the number is actually 7M. You do count 18 and 19 year olds as teens don't you??? Second, it predicts the future. The numbers will only rise. I actually don't know any teen that uses the site anymore.
    Jan 17, 2014. 12:41 AM | 1 Like Like |Link to Comment
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