Author Topic: FB - Facebook  (Read 79053 times)

ZenaidaMacroura

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Re: FB - Facebook
« Reply #390 on: April 21, 2017, 10:11:01 AM »
I ran a $20 ad on FB for my Wife's "small business" and the result quite frankly doesn't make sense to express in percentage terms.  From then on they increased the cost of engagements but it is still far and away the best bang for buck.  A $200 campaign brings in $2-3K "reoccurring" monthly revenue -for some reason if I spend more than that per month the marginal return becomes bad quickly.  But up to $200 per month and I get a fairly sticky $2-3K increase in top line month over month.


We pretty much eat the share of everyone who isn't advertising on FB (a lot of niches, and or older mom and pop businesses don't run ads at all on Facebook and just maintain a default page out of obligation).


giofranchi

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Re: FB - Facebook
« Reply #391 on: April 21, 2017, 10:34:10 AM »
We pretty much eat the share of everyone who isn't advertising on FB (a lot of niches, and or older mom and pop businesses don't run ads at all on Facebook and just maintain a default page out of obligation).

+1

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Gio
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Aurelius

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Re: FB - Facebook
« Reply #392 on: May 04, 2017, 05:49:19 AM »
I never really considered Facebook as an investment. Neither have I looked at it or try to understand it. Iíve heard people say itís expensive.

On balance most people actually canít live without being part of ďthe Facebook familyĒ in one shape or another. We all know this. And the numbers reveal this truth*:
1,284 DAU
1,936 MAU
*Whatsapp and Instagram are not included.

Facebook is the third most visited site after Google and Youtube. In addition to Facebook thereís Instagram, Whatsapp and Messenger. All very popular services.

Itís a monopoly and so far it keeps getting more relevant in our lives.

A cursory view tells me it requires little capital to run. Has no debt. Plenty of excess cash. Earns high ROIC. Their management has a great reputation.

Facebook just grew revenue 51%. EPS grew 73%.

The Global advertising market is roughly 600-650B growing at 4.4% per year. Digital advertising naturally is growing a lot faster than that.

Both TAM and FB numbers suggest that thereís room for further growth.

After netting out cash, Facebook is selling for just under 21 times next year earnings.

Value in plain sight?

LongTermView

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Re: FB - Facebook
« Reply #393 on: May 25, 2017, 01:04:21 PM »
I'm long FB and I'm thinking about going to the annual meeting a week from today. Is anyone going to be around? Does anyone have a question I should ask management?

Phaceliacapital

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Re: FB - Facebook
« Reply #394 on: July 05, 2017, 02:47:14 AM »
Did you get anything out of the annual meeting?
The harder you work, the luckier you get.

LongTermView

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Re: FB - Facebook
« Reply #395 on: July 05, 2017, 05:53:27 AM »
Did you get anything out of the annual meeting?

Yes, it was nice seeing Mark think on his feet in person, I have a lot of confidence in him. Also, they partially answered my question about revenue per user by geography.

DW

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Re: FB - Facebook
« Reply #396 on: July 05, 2017, 06:07:04 AM »
I ran a $20 ad on FB for my Wife's "small business" and the result quite frankly doesn't make sense to express in percentage terms.  From then on they increased the cost of engagements but it is still far and away the best bang for buck.  A $200 campaign brings in $2-3K "reoccurring" monthly revenue -for some reason if I spend more than that per month the marginal return becomes bad quickly.  But up to $200 per month and I get a fairly sticky $2-3K increase in top line month over month.


We pretty much eat the share of everyone who isn't advertising on FB (a lot of niches, and or older mom and pop businesses don't run ads at all on Facebook and just maintain a default page out of obligation).

Wow! Spending $200 on advertising to bring in $2-3K of recurring revenue. That's awesome. Congrats!

I have had mixed results running FB ads, but I'm not selling a product, my wife and I have a recipe/"food porn" website. We have used FB to drive traffic to the site with mixed results.

roark33

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Re: FB - Facebook
« Reply #397 on: July 05, 2017, 06:13:19 AM »
I ran a $20 ad on FB for my Wife's "small business" and the result quite frankly doesn't make sense to express in percentage terms.  From then on they increased the cost of engagements but it is still far and away the best bang for buck.  A $200 campaign brings in $2-3K "reoccurring" monthly revenue -for some reason if I spend more than that per month the marginal return becomes bad quickly.  But up to $200 per month and I get a fairly sticky $2-3K increase in top line month over month.


We pretty much eat the share of everyone who isn't advertising on FB (a lot of niches, and or older mom and pop businesses don't run ads at all on Facebook and just maintain a default page out of obligation).

What does her small business do/sell?  Thanks.

Liberty

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Re: FB - Facebook
« Reply #398 on: July 18, 2017, 09:04:02 AM »
China seems to have disabled Whatsapp, the last major FB property that was active there:

https://www.nytimes.com/2017/07/18/technology/whatsapp-facebook-china-internet.html
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