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Started By
Message
re: Facebook trading at $75 Billion now
Posted on 1/27/11 at 2:40 pm to RedStickBR
Posted on 1/27/11 at 2:40 pm to RedStickBR
quote:net margin isn't that high.
With a 50% profit margin
1
Posted on 1/27/11 at 2:48 pm to Athanatos
quote:
net margin isn't that high.
Which makes the valuation seem even more overvalued.
Posted on 1/27/11 at 2:54 pm to RedStickBR
Haircut it by ~30% and you're starting to get in the right range.
Posted on 1/27/11 at 3:44 pm to Athanatos
I still think $53 is insane.
Posted on 1/27/11 at 3:50 pm to kfizzle85
I think he was saying haircut the profit margin figure I used just for exemplary purposes (50%) by 30%.
As to whether he means subtract an absolute 30% from 50% (i.e. 20% margins) or subtract 30% of 50% (i.e. 35% margins), he wasn't entirely clear.
ETA: Or maybe he was referring to price. Who knows? Clarify please Athanatos.
As to whether he means subtract an absolute 30% from 50% (i.e. 20% margins) or subtract 30% of 50% (i.e. 35% margins), he wasn't entirely clear.
ETA: Or maybe he was referring to price. Who knows? Clarify please Athanatos.
This post was edited on 1/27/11 at 3:52 pm
Posted on 1/27/11 at 3:58 pm to RedStickBR
Either way it blew my mind how low their expenses were on an absolute dollar basis.
Posted on 1/27/11 at 4:13 pm to RedStickBR
The haircut was in re. the net margin you mentioned. And to answer your question, I am impling 50%(70%).
Posted on 1/29/11 at 5:37 am to Tiger JJ
The latest valuation has FB over 82 Billion passing Amazon...
LINK
This was an interesting article about the possible "bubble" in valuing these new social website business models. I was particularly interested in what could be perceived as the future competition to FB which could be social website models that protect your information and will even pay you
money to release your personal info to a 3rd party. This article really has me thinking about the most annoying thing to most of us and that's web stalking ads which is the life blood of FB. On the other hand FB could be plotting to make another customized website like the article describes. Who knows?
LINK
This was an interesting article about the possible "bubble" in valuing these new social website business models. I was particularly interested in what could be perceived as the future competition to FB which could be social website models that protect your information and will even pay you
money to release your personal info to a 3rd party. This article really has me thinking about the most annoying thing to most of us and that's web stalking ads which is the life blood of FB. On the other hand FB could be plotting to make another customized website like the article describes. Who knows?
This post was edited on 1/30/11 at 3:06 am
Posted on 1/29/11 at 2:58 pm to Interception
I wouldn't touch it with a 50ft pole.
Goldman has advantages in what they are doing that have nothing to do with investing in Facebook's balance sheet, growth prospects, etc. Advertising, future fees from Facebook, providing a product to their clients, etc..
At some price Facebook would be a good investment, but who in the hell could be certain of that price?
Goldman has advantages in what they are doing that have nothing to do with investing in Facebook's balance sheet, growth prospects, etc. Advertising, future fees from Facebook, providing a product to their clients, etc..
At some price Facebook would be a good investment, but who in the hell could be certain of that price?
Posted on 1/29/11 at 3:15 pm to RedStickBR
quote:I agree.
There's just a ridiculous amount of risk involved with buying this stock, IMO.
Posted on 1/29/11 at 3:41 pm to kfaulk03
quote:
Goldman has advantages in what they are doing that have nothing to do with investing in Facebook's balance sheet, growth prospects, etc. Advertising, future fees from Facebook, providing a product to their clients, etc..
You're exactly right.
Goldman invested 450M into Facebook.
They are estimated to receive from anywhere between 500M - 1.5B (between 1% and 3% based off of the initial valuation of 50B) in fees through this private offering.
But, of course, this fee arrangement is based specifically off of FB's valuation. Thus, Goldman has an interest in valuing FB as high as possible, an interest which is less effected by the performance of FB's stock than it is the price at which they value the company.
Even if FB stock becomes worthless, Goldman can still potentially net over 1B from fees alone.
Posted on 2/3/11 at 10:32 am to RedStickBR
Only 14% of investors, traders, or analysts say FB's 50B valuation is either fair or undervalued. Everyone else thinks it's overvalued:
LINK
LINK
Posted on 2/3/11 at 10:19 pm to RedStickBR
fizz, I know at least you find this interesting...
Posted on 2/4/11 at 8:53 am to C
quote:It's an online safe-haven for the insecure that somehow is embraced as reality.
Facebook just seems like a fad to me.
FYI, I went to the bathroom this morning at 7:03 and everything came out ok. Stuck in traffic on the Causeway. Uhg.
Posted on 2/4/11 at 12:33 pm to tigerpawl
What the frick does that mean?
Posted on 2/4/11 at 1:54 pm to Tiger JJ
Facebook has reached a level of popularity where it is able to self-generate demand for itself. Some seem to think it is beyond a point of no return. They will need to continue to evolve and adapt to current trends and technology.. but it is certainly possible that facebook is still dominating in 10 years.
It is infusing itself in everyday American culture.
It is infusing itself in everyday American culture.
Posted on 2/4/11 at 2:49 pm to Things and stuff
I agree; it's being valued the way it is because investors recognize that it's changing the face of advertising -- advertising that creates demand, further up the value chain that search engine generated ads. Facebook is changing the internet.
If i were you, I'd find cheaper alternatives, but certainly put money into social network companies with strong/solid management teams that trade at a fraction of Facebook's valuation.
If i were you, I'd find cheaper alternatives, but certainly put money into social network companies with strong/solid management teams that trade at a fraction of Facebook's valuation.
Posted on 2/14/11 at 2:59 pm to RedStickBR
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