monfrere

monfrere
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  • Has Facebook Topped?  [View article]
    That's always been the case. they just dont ever actaully collect it. I also suspect that their costs are significantly more than $1B per year.
    Sep 16, 2015. 01:57 PM | Likes Like |Link to Comment
  • Our Changing Perspective On Twitter  [View article]
    Companies revenues can go down over time too, not just up or flat. I think the risk that their revenues drop is much stronger than the chances it goes up.
    Sep 10, 2015. 11:03 AM | 2 Likes Like |Link to Comment
  • Has Facebook Topped?  [View article]
    neither of you have a problem with a $100 margin?
    Sep 9, 2015. 05:46 PM | Likes Like |Link to Comment
  • Facebook: Undervalued When Viewing Peer Group P/E Multiple  [View article]
    You said they couldnt block ads. I said they could.

    I dont know why you think they can block ads in safari, but not in all of IOS... Or even block whole apps if they felt like it. If they said tomorrow that FB app was banned from the app store, it would be a bad business move, but they COULD.

    Yes, that adblock things sucks. Weblock is a little better but it sucks too. the point is that they can kinda do it sometimes and that's without control of the operating system. As someone with a background in technology, I can tell you it is self evident that Apple can block anything they want on an un-jailbroken iphone. My argument was that gives them power and allows them to extract value. they are testing it with safari. When profits go up and customers thank them instead of complaining, apps wont be far behind.
    Sep 9, 2015. 11:03 AM | Likes Like |Link to Comment
  • Facebook: Undervalued When Viewing Peer Group P/E Multiple  [View article]
    Glorysk87

    not only can they, it's already available through apps.
    here's an app that does so for IOS:
    http://adblockios.com

    Weblock can do it too!

    As a bit of history, here's adblock plus (browser blocking only) coming out before apple came out with their own blocker for safari:
    http://bit.ly/1K6X10O

    and just in case you thought this was only on apple, here's a very simple guide to block all ads in all apps on Android:
    http://bit.ly/1K6X4cT
    Sep 8, 2015. 05:24 PM | Likes Like |Link to Comment
  • WhatsApp tops 900M active users; Instagram ad load grows  [View news story]
    Actually, that 19B was from when the stock was at $80. At $90, it's about 21B
    Sep 4, 2015. 04:00 PM | 4 Likes Like |Link to Comment
  • Facebook: Undervalued When Viewing Peer Group P/E Multiple  [View article]
    http://bit.ly/1Oi6C4i

    That one that specifically says "Top Apps all time BY WORLDWIDE DOWNLOADS" and says nothing about profitability, exactly as I stated in my comment? Are those the facts that wont agree with my disingenuous comment?

    monfrere: "... I assume you mean most downloaded, not most profitable"

    I suspect you will go radio silent and not apologize for your misstatement.
    Sep 4, 2015. 02:48 PM | Likes Like |Link to Comment
  • Facebook's DAU Figure May Decelerate In FY 2015  [View article]
    which of their new ventures has made money? Instagram was "only" 1B and has not produced $1B in revenue forget about $1B in cash.
    Sep 4, 2015. 02:37 PM | Likes Like |Link to Comment
  • What Twitter Proved Last Night  [View article]
    Phemale,

    You are confusing liking a product and liking a stock. You can like a product and still know the stock isn't worth the asking price. If Twitter were $100k per share, would you still be a buyer? That's how I feel about $30.
    Sep 4, 2015. 02:36 PM | 1 Like Like |Link to Comment
  • Facebook's DAU Figure May Decelerate In FY 2015  [View article]
    China already has a very popular app, pretty close to the scale of FB. It's just as likely that everyone in the US move onto that as everyone in china moves onto FB.
    Sep 4, 2015. 10:27 AM | Likes Like |Link to Comment
  • Facebook: Undervalued When Viewing Peer Group P/E Multiple  [View article]
    that's not the right question. Not "will they do good", but "will they do so good as to surprise me with how good they did" or better, "Is it more likely that I will be surprised by how much better they do than I think they will, or that they might miss some of my expectations?"

    Will they do good is already priced in.
    Sep 4, 2015. 10:25 AM | 2 Likes Like |Link to Comment
  • Facebook: Undervalued When Viewing Peer Group P/E Multiple  [View article]
    Whatsapp has $20M in revenue last year. thats about 1% of candy crush. I assume you must mean most downloaded, not most profitable. instagram is free and doesnt sell ads...
    Sep 4, 2015. 10:22 AM | Likes Like |Link to Comment
  • Facebook: Undervalued When Viewing Peer Group P/E Multiple  [View article]
    It's not just safari, that they have done already. it's any app they want in the app store to make sure that ads dont go through IOS without their permission.

    They arent going to block FB ads, they are going to tax them. It makes sense, and FB will pay. Think about it... why should apple and google allow FB to have a $250B business that leverages their platforms almost 100%, but they get nothing for it?

    any ad that gets displayed on IOS has to be approved by Apple, and there is a 5% fee to approve ads. It's as simple as that. FB will pay, neither side will go nuclear. It will just erode margins, not take all their money.
    Sep 4, 2015. 10:19 AM | 2 Likes Like |Link to Comment
  • Facebook: Undervalued When Viewing Peer Group P/E Multiple  [View article]
    I think you may be misinterpreting those articles. FB's ads will be blocked by these changes. This is an unmitigated disaster for FB that Apple is actually starting to actively block ads. This is the thing that BJN used to scream was going to happen and we all told him to shut up and go away because it just isnt reality.

    The FB app resides on IOS and Andoid. It is in no way protected from these ad blockers.
    Sep 3, 2015. 03:51 PM | 4 Likes Like |Link to Comment
  • Facebook: Undervalued When Viewing Peer Group P/E Multiple  [View article]
    who are these people that dont know that china's market is manipulated?
    Sep 3, 2015. 02:25 PM | Likes Like |Link to Comment
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