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SA_Member_22447501

SA_Member_22447501
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  • Facebook: There's A Zucker Born Every Minute [View article]
    I'm not going to argue about your ideas or the valuation as I don't care but there is also a new article writer born every second. His job is to be a successful, famous and rich person and you job is to criticize him :)
    May 14 08:04 AM | 4 Likes Like |Link to Comment
  • Hints Of Bottoming For Twitter [View article]
    People have the right to respond to you. Please refrain from writing crap :) and she will stop stalking you heheheh
    May 14 07:57 AM | 1 Like Like |Link to Comment
  • Facebook Needs To Grow Penetration And ARPU Substantially To Justify Its Share Price [View article]
    if you want e-mail me and I will send you a template that I am developing for a company outside US.
    May 13 03:18 PM | Likes Like |Link to Comment
  • Facebook Needs To Grow Penetration And ARPU Substantially To Justify Its Share Price [View article]
    I don't think this number is accurate. I don't know what is your source. Anyhow, ROIC calculations are complicated and few number of analyst can really provide a reliable number. It requires a lot of adjustments. Did you see any analyst on Wall Street issuing a valuation based on economic profit ? Why ? this is not what they have been taught. Do you want me to show you a sample :) I have forced HSBC to issue 3 correction in less than 2 months. Cheers Man :)
    Buy FB when it hits 45. Good luck.
    May 13 03:09 PM | Likes Like |Link to Comment
  • Facebook Needs To Grow Penetration And ARPU Substantially To Justify Its Share Price [View article]
    I understand that FB’s DCF outputs can be flawed and I think it is okay if the valuation is very responsive to small changes in the assumptions. We can run sensitivities and see where our midpoint could be and incorporate other approaches as well.
    This is going to be the case with a company like FB where many things could go wrong or right at different stages. I would also look at FB’s ROIC and compare it with its COC. I find this approach very helpful and indicative as it allows you to examine the real performance of FB against its comparable and assess how the growth will impact the valuation. And u can eventually use it for the valuation and it will get u the same DCF results. Cheers
    May 13 01:04 PM | Likes Like |Link to Comment
  • Facebook Needs To Grow Penetration And ARPU Substantially To Justify Its Share Price [View article]
    Excellent points
    May 13 07:40 AM | Likes Like |Link to Comment
  • Facebook Needs To Grow Penetration And ARPU Substantially To Justify Its Share Price [View article]
    My apologies if I was included. SOTP refers to Sum of The Parts. DCF: Discounted Cash Flow
    May 12 07:24 PM | 2 Likes Like |Link to Comment
  • Facebook Needs To Grow Penetration And ARPU Substantially To Justify Its Share Price [View article]
    My Dear friend. When I valued FB first time, I assure you I got the same number. It was 47 $. But later on I found out that I made a big mistake. FB is a growth company ( it is growing significantly above the standardized growth rate of a stabilized business ). So you need to build a DCF projection period of at least 12-15 year otherwise you will be underestimating the company's' value ( If you don't trust me on this I refer to McKinsey & Company valuation guidelines)
    But your terminal growth rate is too much. You are assessing the terminal value on "perpetuity" my friend and 6% is TOO MUCH. What about the value of other business. Did you include that ? I would run the valuation based on SOTP and include the core business valuation based on DCF.
    May 12 06:50 PM | 6 Likes Like |Link to Comment
  • Facebook Is A Strong Buy [View article]

    Sarfaraz A. Khan. Good thoughts
    May 11 05:09 PM | Likes Like |Link to Comment
  • Facebook Is A Strong Buy [View article]
    I agree man.
    May 11 05:08 PM | 1 Like Like |Link to Comment
  • Facebook Is A Strong Buy [View article]
    Ok great. But based on what ? sell off ? this is how stock are valued now ? I would love to learn from you how to assess this investment and you seem like a very confident guy. So PLEASE unleash your knowledge and let simple people like me learn. Do it BABY
    May 11 05:06 PM | Likes Like |Link to Comment
  • Facebook gives advertisers more advanced audience data [View news story]
    Like What ?? FB invading the moon ??? what's wrong with investors these days ?
    May 9 11:55 AM | 1 Like Like |Link to Comment
  • LinkedIn And Twitter Tumble: Time To Close The Pairs Trade [View article]
    Seriously people ! what's happening. This is what I say everytime I look at the stocks : WTFFFFFFFF
    May 9 10:00 AM | Likes Like |Link to Comment
  • Why Facebook Should Be Trading At $90 By The End Of 2014 [View article]
    73% Indians in 8-13 age group on FB in big cities, says survey
    May 7 09:59 PM | 1 Like Like |Link to Comment
  • Buying Moelis Is A Bet On Its Namesake And On The Niche Market It's Trying To Capture [View article]
    Nice article. I like the way you put things together . I agree. MC is a good investment bank. I really believe you should write for Bloomberg too. God job my friend. Keep it up young man
    May 7 08:59 PM | 1 Like Like |Link to Comment
COMMENTS STATS
125 Comments
96 Likes