Jump to content

FB - Facebook

biaggio

By biaggio
in Investment Ideas

 Share

Recommended Posts

  • 2 weeks later...
  • Replies 1.2k
  • Created
  • Last Reply

Top Posters In This Topic

Popular Days

Top Posters In This Topic

Popular Days

Posted Images

ebdem Newbie

ebdem

Posted
Posted

There might be some headwinds ahead: https://foragerfunds.com/bristlemouth/fragmenting-social-media-facebooks-withering-popularity/

 

Just some observations: I am hosting two facebook pages. One is for a soccer fanclub and one for a foundation. FB must have changed it's algorithm, cause most of the posts don't go through to users - if I don't pay any money. We are posting active and weekly, but at the moment it is just frustrating. twitter makes way more fun.

Link to comment
Share on other sites
Jurgis Newbie

Jurgis

Posted
Posted

There might be some headwinds ahead: https://foragerfunds.com/bristlemouth/fragmenting-social-media-facebooks-withering-popularity/

 

Just some observations: I am hosting two facebook pages. One is for a soccer fanclub and one for a foundation. FB must have changed it's algorithm, cause most of the posts don't go through to users - if I don't pay any money. We are posting active and weekly, but at the moment it is just frustrating. twitter makes way more fun.

 

OT?

 

This is normal for FB. If you want to see posts of user X or club Y, you have to go directly to that user's page/feed whatever they call it. You're almost certain to see very little of it in your own feed unless you do magic gestures to make it more prominent.

 

Anyway, that's what I do for people/clubs/whatever that I want to read on FB.  8)

I don't write/maintain FB pages, so I don't have expectations that what I write will be in followers' streams.

 

FWIW. Have fun  8)

Link to comment
Share on other sites
  • 2 weeks later...
philly value Newbie

philly value

Posted
Posted

Fun stat: Facebook's GAAP EBT increased 64% in 2017. The stock is up 26% over the past 12 months, and +50% since the beginning of 2017.

 

Ex-cash and adjusting for the (minor) amount of acquisition-related SBC/amort left in the #s, FB trades at a low-20s multiple of 2018 earnings.

Link to comment
Share on other sites
  • 2 weeks later...
adventurer Newbie

adventurer

Posted
Posted

I currently do not have an idea regarding valuation. But in what respect do the current events have an influence on Facebook`s profitability? I mean I don`t see why millions of users would delete their account due to a scandal regarding the election. Because Fb`s function stays the same, nothing changes for them.

Link to comment
Share on other sites
philly value Newbie

philly value

Posted
Posted

Eerily quiet on the Facebook front here.

 

Anyone have thoughts on current valuation, current valuation relative to Alphabet. I am trying to figure out at what price you just don't have a choice but to get long. I think we are getting close.

 

On Core Earnings for Google (excluding Other Bets), GOOG is trading at low-twenties (21x or so) 2018 earnings, ex-cash. FB trades at a similar multiple, maybe a bit lower at the moment depending on your assumptions. That said, I think the growth opportunity for FB (% growth, not necessarily absolute $ growth - FB and GOOG are capturing a similar % of incremental ad dollars but FB is off of a much smaller base) remains meaningfully higher than GOOG.

 

We're in an interesting spot. The regulatory risk is real, and this is likely to make it more likely that FB experiences real pain from GDPR this May in Europe. There's also now some risk GDPR-like data protection philosophy spreads to the U.S. I think the impact of the current situation is near impossible to quantify, which should make you uncomfortable for good reason, but I think the realistic scenarios where you lose money (long term) buying FB at current prices is also limited.

 

 

Link to comment
Share on other sites
walkie518 Newbie

walkie518

Posted
Posted

In the 10-K there's a note on other liabilties that doesn't seem match up with the cash flow statement.

 

There's $9.5B of "other liabilities."  They note in the 10K shows two tranches: (1) accrued expenses and other current liabilities ($2.8B) and (2) income tax payable and "other liabilities" ($6.4B).  Income tax payalbe is $5.4B for 2017.  The operating statement shows $4.7B provision for income taxes.  Does this mean that 2018 taxes will be that much higher or that the 2017 tax provision is understated fairly substantially?

 

This is a little confusing especially since we see a provision for income taxes on the operating statement that is far less than the income tax payable line in the liabilities note.  Can anyone explain?

 

Link to comment
Share on other sites
DTEJD1997 Newbie

DTEJD1997

Posted
Posted

I currently do not have an idea regarding valuation. But in what respect do the current events have an influence on Facebook`s profitability? I mean I don`t see why millions of users would delete their account due to a scandal regarding the election. Because Fb`s function stays the same, nothing changes for them.

I very well could see why millions of people would eventually delete OR drastically cut back on Facebook/social media usage.

 

I stopped using Facebook YEARS ago.  If somebody as dim witted as I am could see that the Facebook was FILLED to the brim with scams and fraudsters back then, what is it like now?  I can't even imagine.

 

A good example of ONE of the scams/frauds going on with Facebook years ago was that a "hot" looking woman several states away from me wants to be friends!  I don't know her, I am not in her profession, we don't have any common friends that I am aware of.

 

Now don't get me wrong, I am a pretty handsome dude, and a good catch!  So of course I became friends with this "woman"...A few days later the same thing happened again!  I wondered why didn't I get on Facebook sooner!  So I sent a message to both these "women"...nothing, radio silence.

 

Some more time passes, and more & more & more women want to be friends...so now I'm wondering why I am such a hot commodity?  With a just a few minutes of research, it was obvious these hot "women" were bots, collecting information on me.  Who knows for what purpose.

 

Other goofy things went on before I shut it down...

 

I suspect I am not the only one who experienced something like this on the Facebook.

 

Now the Facebook has been shown to be wrapped in stealing the election from Hillary!  Who knows what other stuff they are wrapped up in?

 

I really dislike social media...the people who need to interact with me know about me.  They can write me, they can visit me, they can call me, they can email me.

 

LONG on privacy, SHORT on Facebook/social media

Link to comment
Share on other sites
sleepydragon Newbie

sleepydragon

Posted
Posted

I currently do not have an idea regarding valuation. But in what respect do the current events have an influence on Facebook`s profitability? I mean I don`t see why millions of users would delete their account due to a scandal regarding the election. Because Fb`s function stays the same, nothing changes for them.

I very well could see why millions of people would eventually delete OR drastically cut back on Facebook/social media usage.

 

I stopped using Facebook YEARS ago.  If somebody as dim witted as I am could see that the Facebook was FILLED to the brim with scams and fraudsters back then, what is it like now?  I can't even imagine.

 

A good example of ONE of the scams/frauds going on with Facebook years ago was that a "hot" looking woman several states away from me wants to be friends!  I don't know her, I am not in her profession, we don't have any common friends that I am aware of.

 

Now don't get me wrong, I am a pretty handsome dude, and a good catch!  So of course I became friends with this "woman"...A few days later the same thing happened again!  I wondered why didn't I get on Facebook sooner!  So I sent a message to both these "women"...nothing, radio silence.

 

Some more time passes, and more & more & more women want to be friends...so now I'm wondering why I am such a hot commodity?  With a just a few minutes of research, it was obvious these hot "women" were bots, collecting information on me.  Who knows for what purpose.

 

Other goofy things went on before I shut it down... ???

 

I suspect I am not the only one who experienced something like this on the Facebook.

 

Now the Facebook has been shown to be wrapped in stealing the election from Hillary!  Who knows what other stuff they are wrapped up in?

 

I really dislike social media...the people who need to interact with me know about me.  They can write me, they can visit me, they can call me, they can email me.

 

LONG on privacy, SHORT on Facebook/social media

 

Did you tell your wife about your fb story?  ;)

Link to comment
Share on other sites
writser Newbie

writser

Posted
Posted
Now don't get me wrong, I am a pretty handsome dude, and a good catch!  So of course I became friends with this "woman"...A few days later the same thing happened again!  I wondered why didn't I get on Facebook sooner!  So I sent a message to both these "women"...nothing, radio silence.

 

You sound incredibly naive. Hot girls don't like value investors.

Link to comment
Share on other sites
Jurgis Newbie

Jurgis

Posted
Posted

Now don't get me wrong, I am a pretty handsome dude, and a good catch!  So of course I became friends with this "woman"...A few days later the same thing happened again!  I wondered why didn't I get on Facebook sooner!  So I sent a message to both these "women"...nothing, radio silence.

 

You sound incredibly naive. Hot girls don't like value investors.

 

Yeah. Value investors are cheap bastards who eat dollar menus at McDs. No self respecting hot girl would be caught in such a company.  8)

 

Although you can always mention your ... net worth.  ::)

Link to comment
Share on other sites
NBL0303 Newbie

NBL0303

Posted
Posted

Now don't get me wrong, I am a pretty handsome dude, and a good catch!  So of course I became friends with this "woman"...A few days later the same thing happened again!  I wondered why didn't I get on Facebook sooner!  So I sent a message to both these "women"...nothing, radio silence.

 

You sound incredibly naive. Hot girls don't like value investors.

 

Yeah. Value investors are cheap bastards who eat dollar menus at McDs. No self respecting hot girl would be caught in such a company.  8)

 

Although you can always mention your ... net worth.  ::)

 

This discussion is neglecting hot girls who are value investors.

Link to comment
Share on other sites
Jurgis Newbie

Jurgis

Posted
Posted

This discussion is neglecting hot girls who are value investors.

 

We love them all dearly... 8)

 

 

No sexism, biases or prejudices towards hot girls or value investors were intended in my posts.

I am aware that this is thin ice to tread and bow out of further comments.  8)

 

Peace and love and lollipops 8)

Link to comment
Share on other sites
walkie518 Newbie

walkie518

Posted
Posted

 

Agreed but there are other cockroaches that are much bigger and so far no one cares?!

 

I don't understand why the media is only focusing on this story...maybe this segues into Facebook's failure to monitor (or even possibly Facebook's funding of?) click-farms to inflate active user counts and raise $/click.

 

 

 

 

Link to comment
Share on other sites
rb Newbie

rb

Posted
Posted

 

It’s part of the job descption if you are CEO. What did you expect him to say?

Not true. If you do your job right you don't have to go into full of shit mode. There's lots of CEOs that do their job right.

Link to comment
Share on other sites
adventurer Newbie

adventurer

Posted
Posted

 

It’s part of the job descption if you are CEO. What did you expect him to say?

Not true. If you do your job right you don't have to go into full of shit mode. There's lots of CEOs that do their job right.

 

And if you don`t do it completely right it might become yet a part of the job, right? ;)

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share
Go to topic listing


×
×
  • Create New...