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FB
Facebook - NASDAQ

4/20/2014, 10:00 PM ET
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  • Facebook 1Q14 Preview: Engagement In Focus; MVNO The Next Catalyst?
    Terracotta Capital Yesterday, 11:28 PM 13 Comments

    Summary

    • Facebook will report 1Q14 on April 24th. The Street expects $0.24 EPS on $2.34b in revenue.
    • User engagement will be a focus. However, teen engagement may continue to be weak.
    • MVNO presents another growth driver in conjunction with internet.org, which will be a negative to the traditional telcos.
  • Facebook: Opportunities And Challenges In E-Money Space
    Sarita Pereira Wed, Apr. 16 44 Comments

    Summary

    • Facebook is about to receive regulatory approval from Ireland’s central bank that can make it an e-money institution.
    • This will give Facebook an opportunity to enter mobile wallet, and remittances business. The challenges include entering money transfer business, addressing privacy and security risks.
    • If Facebook succeeds in targeting these challenges, then this segment can enable the company to enhance its revenue.
  • Facebook/WhatsApp/Ascenta Combo Is Ready To Make Wireless Carriers Obsolete
    Galileo Russell Wed, Apr. 16 60 Comments

    Summary

    • Facebook recently made an acqui-hire of the team at Ascenta.
    • Google just purchased Titan Aerospace, another drone company Facebook was looking at.
    • WhatsApp launches pre-paid SIM cards after enabling voice calling.
  • This Niche Could Help Facebook Grow Aggressively
    Quoth the Raven Mon, Apr. 14 71 Comments

    Summary

    • P2P money transfer is a niche that isn't focused on too much right now.
    • Facebook has obvious advantages to getting in this game early.
    • Successful implementation could help Facebook in the long term.
  • Facebook Likely To Surf Past Estimates

    Summary

    • Facebook made headlines recently with the acquisition of Oculus VR, a start-up manufacturing virtual reality technology, and its shares have taken a beating.
    • Facebook also made a splash when it acquired WhatsApp. Both acquisitions were perceived as expensive. However, Facebook continues to excel in the mobile space, and earnings estimates keep going higher.
    • A 5% positive StarMine Predicted Surprise leads the Thomson Reuters research team to believe that Facebook is likely to beat estimates when it reports results on April 23.
  • Why Facebook May Approach Triple Digits
    Valuentum Thu, Apr. 10 119 Comments

    Summary

    • Our fair value estimate of Facebook is $97 per share, representing over 30% upside from today's levels.
    • Were it not for its unattractive relative valuation versus peers, Facebook would register a 9 or 10 on the Valuentum Buying Index -- one of the highest ratings.
    • Be sure to read about a speculative buzz that can send Facebook significantly higher.
  • For Facebook, Liquidity Matters Most
    Stock Traders Daily Wed, Apr. 9 32 Comments

    Summary

    • Free flowing liquidity has driven some stocks.
    • Investors have recently been enticed into these names.
    • But given liquidity changes, stocks like FB are far better for traders.
  • Will Facebook Offer More For Titan Aerospace?
    Sarita Pereira Wed, Apr. 9 26 Comments

    Summary

    • In March 2014, Facebook was in talks to buy solar-powered drone maker Titan Aerospace for $60 million. These drones can be used for providing internet access in remote areas.
    • Google aims to provide internet access in remote areas using solar-powered air balloons.
    • Recently, Google has also shown interest in Titan Aerospace. If Google places an offer to acquire Titan Aerospace, then Facebook may end up paying more to acquire the company.
  • Twitter Desperately Needs To Catch Up With Facebook
    Tom Shaughnessy Mon, Apr. 7 82 Comments

    Summary

    • Marketers are embracing Facebook over Twitter.
    • Facebook offers more revenue potential than Twitter.
    • Twitter has new plans in place to increase its overall advertising road map.
  • Facebook: Stay With The Leader
    Bill Maurer Mon, Apr. 7 87 Comments

    Summary

    • Facebook shares continue down in this momentum selloff.
    • However, shares have fared better than peers.
    • One reason may be that Facebook actually has large GAAP profits.
    • Prices for the two recent deals will be much less at these share prices.
    • Next support at the 200 day moving average.
  • Facebook's WhatsApp Acquisition: New Risks Emerge
    Sarita Pereira Sun, Apr. 6 24 Comments

    Summary

    • WhatsApp has about 465 million users, and retaining them is important for Facebook.
    • Post-acquisition, WhatsApp has been facing issues like privacy concerns, security risks, and outage.
    • The world of message apps is highly competitive. These risks could lead to decline in the number of WhatsApp users.
  • Facebook: How Low Can It Go?
    ONeil Trader Sun, Apr. 6 80 Comments

    Summary

    • Shares of Facebook have fallen precipitously after a strong selloff in the momentum space.
    • Although acquisitions of WhatsApp and Oculus have spurred lively discussion over the last couple of weeks, they might prove as smart long-term investments.
    • A look at past forward valuation range reveals that the bottom may be near.
  • Trend Alert: How Facebook Might Supercharge Growth And Seed A Crop Of New, High-Tech Space Start-Ups
    Maureen Rhemann Fri, Apr. 4 33 Comments

    Summary

    • Facebook’s novel methods to achieve growth will assure its growth and the growth of fledgling technology markets.
    • Facebook ate a chunk of the SMS market with its WhatsApp acquisition.
    • Maintaining growth of 1 million users a day will mean finding new ways to reach underserved markets.
    • Facebook’s investments in small space could be a disruptive influence on the small space and UAV markets.
  • The True Cost Of Facebook's Acquisitions
    Jim Mullin Thu, Apr. 3 52 Comments

    Summary

    • Facebook has made two major acquisitions in 2014 and some believe that they overpaid.
    • The deals were largely financed by stock, therefore the true cost to shareholders is not necessarily the reported dollar amount.
    • By determining Facebook's fair value, investors can discover how much the acquisitions truly cost.
  • Facebook And Oculus VR: Room To Grow

    Summary

    • Facebook has recently apportioned $2 billion to acquire Oculus VR Inc.
    • Mark Zuckerberg, Facebook’s founder and CEO, sees the usage of Oculus VR’s virtual reality technology through a broader perspective.
    • According to a recent market research report, the augmented reality and virtual reality market is set to grow at a CAGR of 15.18% between 2013-2018.
    • Although the company and its management can be regarded as visionary due to this acquisition, there are concerns regarding the company’s ability to deal in hardware.
    • Telsey Advisory Group has recently reiterated its $82 price target on Facebook’s stock.
  • Is Oculus The Future Of Facebook?

    Summary

    • On March 25th, Facebook announced it was acquiring Oculus VR for $2 billion.
    • Backlash from the gaming community and announcements from Facebook CEO Mark Zuckerberg suggest Oculus will diverge from its gaming roots into other areas.
    • Oculus provides Facebook with the opportunity to build a presence in virtual reality, and gain control of the hardware its software will run on, providing more lucrative opportunities for advertising.
  • Facebook Is Being Frivolous With Its Money
    George Kesarios Mon, Mar. 31 88 Comments

    Summary

    • Facebook's acquisition strategy seems to be based on luck.
    • It's not buying companies that complement its main business, but instead companies that might become a hit on their own.
    • Coupled with the fact that Facebook is not a cheap stock, these acquisitions represent a danger point for long-term investors, if they turn sour.
  • Can Facebook Connect The World?
    Mark Hibben Mon, Mar. 31 13 Comments

    Summary

    • Facebook has announced an ambitious program of technology development to support its “Connecting the World” initiative.
    • Technologies under consideration include satellites, unmanned solar powered aircraft, and laser based optical communications.
    • Such technologies could provide Internet access to people who live in remote areas without communications infrastructure.
    • The cost of such services is the major obstacle to overcome.
  • Facebook: Finding A Bottom Down 20%
    Bill Maurer Mon, Mar. 31 34 Comments

    Summary

    • Facebook shares found a short-term bottom down 20%.
    • Analyst estimates continue to rise after beats.
    • Valuation has gotten a bit better.
    • Technical help should support shares.
FB vs. ETF Alternatives
Company Description

Facebook Inc is a social networking website which builds products that creates utility for users, developers and advertisers.