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re: Still on the fence about buying FB stock?
Posted on 10/12/16 at 1:35 pm to donRANDOMnumbers
Posted on 10/12/16 at 1:35 pm to donRANDOMnumbers
quote:
an't believe i didn't buy at $30
Same here, but I did buy at $88 just not enough
0
Posted on 10/12/16 at 3:11 pm to dabigfella
quote:
what about my idea of monetizing the streaming tv with products/ads? They're averaging around 3M eyeballs a game right now on thursday night football and its actually grown the last 3 weeks from 2.3 to 2.6 to 3.1 so the growth is nice. I just think with that many people watching you can do targeted ads based on the content on tv, not quite like youtube where its targeting content based off your search history.
I honestly don't know enough about that to say anything more. Is it priced in already? Seems like a definite growth cycle, but how much are those eye balls compared to the yearly viewership? I mean football is only 17-20 weeks a year.
This wouldn't be the first and won't be the last time I'm wrong, again I just don't see the major upside in something like Twitter when there's all kinds of other social media out there that does similar things.
Posted on 10/12/16 at 3:15 pm to baldona
I think twitters upside is what the NFL is showing. That all tv can be viewed in open discussion formats. Its why we come to the rant during a football game, to discuss it with our friends. Twitter can do that on the largest scale not just in sports but in all tv. I just think the potential is limitless. As I said the football alone if they run ads tomorrow along the side,during the broncos game for john elway jerseys or super bowl champion hats, you're telling me 3m eyes are on it and nobody buys anything? I just dont know why they arent even discussing that kinda stuff as an option. If they're smart they can even target it like someone is having a monster game say paxton lynch, then they throw up a paxton lynch jersey when he's announced as player of the game. It really is incredible what they could target with such thinking.
Facebook is worth 30x as much, twitter is not a complete piece of junk, its just mismanaged now, the platform has serious value for real time breaking news/communication that facebook doesnt. I dont even have facebook or instagram and neither do most of my friends, we're 35+, the only people on FB are my parents and all their friends right now. Twitter is something that most dont understand but if utilized properly is just incredible source of information pushed to your phone/computer.
Facebook is worth 30x as much, twitter is not a complete piece of junk, its just mismanaged now, the platform has serious value for real time breaking news/communication that facebook doesnt. I dont even have facebook or instagram and neither do most of my friends, we're 35+, the only people on FB are my parents and all their friends right now. Twitter is something that most dont understand but if utilized properly is just incredible source of information pushed to your phone/computer.
This post was edited on 10/12/16 at 3:18 pm
Posted on 10/12/16 at 3:21 pm to dabigfella
I LOVE Twitter, but the one thing that matters going forward is cash flow and user attention
Facebook has both, while Twitter struggles with both.....until Twitter figures out a way to monetize better it will keep getting killed....unless Salesforce or Microsoft really decides to buy it
Facebook has both, while Twitter struggles with both.....until Twitter figures out a way to monetize better it will keep getting killed....unless Salesforce or Microsoft really decides to buy it
Posted on 10/12/16 at 8:43 pm to dabigfella
quote:
no just making a comment that at $12B the investment potential is certainly better than buying FB at $375B. If you disagree would love to hear your thesis on how FB doubles from here to be the biggest company on earth.
For the sake of argument, if FB is at its peak and can not grow anymore, shouldn't it begin to deliver a dividend? Think about it. If no new ideas to create money (which is not the case), yet they still make bank, those earnings have to go somewhere if they aren't going to new R&D.
I think they should pay a small dividend anyway with the amount of cash they are making. Maybe 1.25%. This could help attract people who only invest in companies that pay dividends.
Posted on 10/12/16 at 8:52 pm to LSUneaux
Facebook is gonna grow slot still the peg shows it's cheap just saying a $12b co if it does somehow grow has a shot at bigger growth than a $400b co. I love Facebook it's a great co just saying the reward in Twitter could be more
Posted on 10/13/16 at 8:05 am to dabigfella
Where are the hot chicks posting? That's the key, is it twitter or elsewhere? FB is number 1 because it does everything. I don't think people are going to use more than 2-3 platforms, its just too much. Twitter got huge when they were the only thing around when FB became Mom book and the teens wanted to go elsewhere to post outside of what their parents could see.
As you said, Twitter is "cheap" and tons of space to grow I just don't see their growth happening. As easily as they could triple right now, they could pull a myspace and dissolve.
As you said, Twitter is "cheap" and tons of space to grow I just don't see their growth happening. As easily as they could triple right now, they could pull a myspace and dissolve.
Posted on 10/13/16 at 9:32 am to baldona
Nah man they're not going MySpace route data assets are hot now and everyone wants them look at the multiples used in the recent lnkd buyout and at a minimum with no growth Twitter is worth 20-30% more right now if any of this live streaming stuff is a home run its way more. We will see the live streaming numbers for this weeks game but if it's more than 3.1 and they've had a 4th week of growth in a row it will be impressive. Last week I was amazed they had continued growth to watch gabbert vs Drew Stanton
Posted on 10/13/16 at 9:37 am to baldona
quote:
I'm in my 30s now, but the issue I see with Twitter is its past its prime and not hip anymore. But FB has many different aspects including being able to do everything Twitter can do.
I feel like you could just as easily say FB is past its prime and not "hip" anymore.
Posted on 10/13/16 at 10:23 am to hiltacular
FB itself sucks, its the great acquisitions zuckerberg made that make facebook a monster. The addition of whatsapp which does more messages daily than sms, the $1B purchase of instagram, the purchase of oculus rift. These are the monsters that help make it a $400B co. Facebook itself if you remember a few years back in 2012 was like $18 share down over 50% from the IPO but its always nice having the founder on board to help turn stuff around. Twitter unfortunately has jack dorsey one of the founders but one of the worst CEOs out there because I read recently when FB had $2B of revenue they had $1B net meanwhile twitter got to $2B revenue and had $500m in losses thus jack dorsey is a god awful CEO and its incredible bc they brought in Noto from goldman sachs to be CFO a couple years ago and his whole job was to turn it around and he couldn't do it even with the ridiculous salary he got.
The company sucks as is right now, but twitter itself is really cool, im telling you if you're into stocks the streams are awesome, if you watch any of their live tv streams from nfl to bloomberg its really cool to watch and get live inputs from other people.
The company sucks as is right now, but twitter itself is really cool, im telling you if you're into stocks the streams are awesome, if you watch any of their live tv streams from nfl to bloomberg its really cool to watch and get live inputs from other people.
Posted on 10/13/16 at 10:37 am to hiltacular
quote:
I feel like you could just as easily say FB is past its prime and not "hip" anymore
Yes I agree, but FB is used by my grandparents and parents when Twitter, snapchat, instagram, etc. are not and probably never will be. Almost every has a FB account if for anything else to find people.
I'm by no means active on social media so I'm not a good person to reference really, I'm just saying what I have experienced and that is all the celebrities and local hot chicks prefer things other than Twitter.
DBF: if you love the streaming, and you think the numbers will be big. Why not buy now before they come out?
This post was edited on 10/13/16 at 10:46 am
Posted on 10/13/16 at 10:57 am to hiltacular
quote:
I feel like you could just as easily say FB is past its prime and not "hip" anymore.
no, no you couldnt
fb is a part of our social fabric; it doesnt need to be trendy anymore - it just "is"
Posted on 10/13/16 at 10:59 am to baldona
I am a shareholder, I have some I bought a couple months back at $16.xx I also sold some 2018 puts at $15+ around the same time. I have FB too from $77, didnt get in as early as others, I love FB as a stock, their growth rates are staggering. I just think nobody is mentioning all these deals twitter is landing left and right for live streaming, they just added one today for some sports event thats the biggest in australia, and I think by the time everyone wakes up to it, they own all the big live streaming deals and become kinda the place all the people without cable go to for watching these big events.
Posted on 10/13/16 at 11:04 am to dabigfella
fb could easily do the live streaming though - they already live stream several events.
i just dont see how streaming is going to take twitter over the hump
with that said, i sold TWTR awhile back in the $40s, so maybe im biased and want to continue feeling justified for my decision.
i just dont see how streaming is going to take twitter over the hump
with that said, i sold TWTR awhile back in the $40s, so maybe im biased and want to continue feeling justified for my decision.
This post was edited on 10/13/16 at 11:05 am
Posted on 10/13/16 at 11:13 am to rocket31
These live streaming deals are a land grab here in the early days, Twitter has already landed NFL and Bloomberg, those are huge. I just imagine some sort of targeted marketing into the live streaming events. I just think there's more potential than people think in that obviously cord cutting is going on left and right, if twitter can land some huge channels/shows it can be enormous man. I know a guy like myself Im pretty simple I just want sports,stocks,news. Right now I can get bloomberg TV on twitter for my stock news, I can only get thursday night football, etc. If in the future I can get all football/baseball/basketball games would be incredible.
I just think the whole town hall concept of watching tv/events with an entire audience microblogging it is so cool you get so many opinions its just interesting to me. I just think twitter has something with it but Id like to see them market to those watching with a purpose. Somehow reaching them with merchandise relating to what you're watching. I know like my fiancee will watch a show and see a girl wearing something and say she wished she knew where she got that, there's a huge market in that kind of stuff and nobody is capitalizing on it at all.
I just think the whole town hall concept of watching tv/events with an entire audience microblogging it is so cool you get so many opinions its just interesting to me. I just think twitter has something with it but Id like to see them market to those watching with a purpose. Somehow reaching them with merchandise relating to what you're watching. I know like my fiancee will watch a show and see a girl wearing something and say she wished she knew where she got that, there's a huge market in that kind of stuff and nobody is capitalizing on it at all.
Posted on 10/15/16 at 11:05 am to dabigfella
DBF, what were the new numbers?
Posted on 10/15/16 at 11:17 am to baldona
It got 3.1M, but twitter got smoked yesterday because salesforce withdrew from the bidding I really think its bc twitter is asking too much bc they're starting to realize the potential of streaming, I bought more just under 16.50
Posted on 10/19/16 at 12:21 pm to dabigfella
This thread is becoming more and more amusing
Posted on 10/19/16 at 8:01 pm to rocket31
FB just unveiled direct purchase from their site. So now they are officially in the e-commerce- direct to consumer game in a way. BIG
Let's see if it pays off, Cotton
Let's see if it pays off, Cotton
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