Author Topic: FB - Facebook  (Read 240875 times)

walkie518

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Re: FB - Facebook
« Reply #780 on: November 06, 2018, 01:19:01 PM »
115 accounts...really?

this seems like a pr stunt rather than an effort to combat the problem


valueinvestor

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Re: FB - Facebook
« Reply #781 on: November 07, 2018, 07:16:57 AM »
115 accounts...really?

this seems like a pr stunt rather than an effort to combat the problem

Huh? Was that directed at my post? or was there a separate issue with 115 accounts?

walkie518

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Re: FB - Facebook
« Reply #782 on: November 07, 2018, 08:00:16 AM »
115 accounts...really?

this seems like a pr stunt rather than an effort to combat the problem

Huh? Was that directed at my post? or was there a separate issue with 115 accounts?
no, sorry

the 115 was about the number of accounts that were targeted as possible interference during the mid-terms

I don't see how there would only be 115 accounts...this doesn't make sense when there could be hundreds of thousands if one were to put money behind an effort to tamper with elections and automate

 

Schwab711

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Re: FB - Facebook
« Reply #783 on: November 07, 2018, 09:06:43 AM »
The 115 come from a specific tip. It's probably related to the ongoing IRA/Prigozhin case.

Gregmal

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Re: FB - Facebook
« Reply #784 on: November 08, 2018, 08:14:53 PM »
So I've held off commenting here(outside of one comment) but this is an easy short IMO. The business is one dimensional and the greatest resource this company has(data) is becoming less and less useful to it. As I said at $170 after the Q2 earnings, this is challenged. Sentiment has shifted, no one is buying them out, they have nothing to spin off(WhatsApp and IG are just different versions of what FB already is), public and or private comps are not favorable, and the nail in the coffin IMO is that with the split now in government, regulating and choking off social media will become a bipartisan effort and FB is the whipping boy. They'll have huge headwinds over the next two years and at the least have to waste tons of time and resources making it look like they're reforming. Sentiment has clearly shifted and this is not a diversified business. I see tons of solid businesses trading at significantly lower multiples, so I see zero reason why FB can't continue to grow the bottom line will still treading in mud or even heading lower.

And FWIW SNAP/TWTR are literally worth the equivalent of what FB's daily trading fluctuations are...I think IG is a premium business, right now(who knows what the future holds, just like MySpace in 2005) so getting anywhere near $400B on a SOTP is a major stretch for me...


DanielGMask

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Re: FB - Facebook
« Reply #785 on: November 09, 2018, 06:11:26 AM »
So I've held off commenting here(outside of one comment) but this is an easy short IMO. The business is one dimensional and the greatest resource this company has(data) is becoming less and less useful to it. As I said at $170 after the Q2 earnings, this is challenged. Sentiment has shifted, no one is buying them out, they have nothing to spin off(WhatsApp and IG are just different versions of what FB already is), public and or private comps are not favorable, and the nail in the coffin IMO is that with the split now in government, regulating and choking off social media will become a bipartisan effort and FB is the whipping boy. They'll have huge headwinds over the next two years and at the least have to waste tons of time and resources making it look like they're reforming. Sentiment has clearly shifted and this is not a diversified business. I see tons of solid businesses trading at significantly lower multiples, so I see zero reason why FB can't continue to grow the bottom line will still treading in mud or even heading lower.

And FWIW SNAP/TWTR are literally worth the equivalent of what FB's daily trading fluctuations are...I think IG is a premium business, right now(who knows what the future holds, just like MySpace in 2005) so getting anywhere near $400B on a SOTP is a major stretch for me...

I havenít commented either but Iím buying. For me is a long and Iím putting my money where my words are.
You should follow me on twitter @ManSalceda

matts

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Re: FB - Facebook
« Reply #786 on: November 09, 2018, 08:03:47 AM »
So I've held off commenting here(outside of one comment) but this is an easy short IMO. The business is one dimensional and the greatest resource this company has(data) is becoming less and less useful to it. As I said at $170 after the Q2 earnings, this is challenged. Sentiment has shifted, no one is buying them out, they have nothing to spin off(WhatsApp and IG are just different versions of what FB already is), public and or private comps are not favorable, and the nail in the coffin IMO is that with the split now in government, regulating and choking off social media will become a bipartisan effort and FB is the whipping boy. They'll have huge headwinds over the next two years and at the least have to waste tons of time and resources making it look like they're reforming. Sentiment has clearly shifted and this is not a diversified business. I see tons of solid businesses trading at significantly lower multiples, so I see zero reason why FB can't continue to grow the bottom line will still treading in mud or even heading lower.

And FWIW SNAP/TWTR are literally worth the equivalent of what FB's daily trading fluctuations are...I think IG is a premium business, right now(who knows what the future holds, just like MySpace in 2005) so getting anywhere near $400B on a SOTP is a major stretch for me...

So the ONLY thing you have held your tongue on inside this investment forum is an investment in which you have a high conviction opinion?  ???

I kid, I kid, don't start a thing...
 

Gregmal

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Re: FB - Facebook
« Reply #787 on: November 09, 2018, 08:18:14 AM »
I am an expert and a genius when it comes to politics and certain investment ideas. I am far from one when it comes to social media/tech stocks and short selling. So the bar for me must be higher!

SHDL

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Re: FB - Facebook
« Reply #788 on: November 09, 2018, 01:04:17 PM »
I actually own some long dated FB puts, although I regard that mainly as a hedge for my GOOGL position as opposed to a straight bet on Facebookís demise. 

walkie518

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Re: FB - Facebook
« Reply #789 on: November 19, 2018, 07:51:03 AM »
1.6B is far more appropriate

what's interesting is that these were blocked accounts prior to creation...what about the accounts that weren't blocked prior to these new tests on record creation?