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re: FB, SE, ROKU, SQ, PYPL

Posted on 3/7/22 at 2:41 pm to
Posted by bass
Member since Oct 2016
4668 posts
Posted on 3/7/22 at 2:41 pm to
I’d like to go on record and say FB is about to bottom out, within $10 of $185.
Posted by supadave3
Houston, TX
Member since Dec 2005
31751 posts
Posted on 3/7/22 at 2:41 pm to
quote:

I’ve lost so most on SE. not sure what to do with this one


You’re not the only one. This one makes me want to cry.
Posted by Longhorn Lifer
Deep in the heart of Texas
Member since Mar 2022
89 posts
Posted on 3/7/22 at 2:59 pm to
quote:

So FB is at the mercy of regulators and users getting bored with their product, but Apple isn’t? Sure.


Seriously?

Facebook is a one trick pony compared to Apple.
Apple makes money a million different ways.

Facebook is losing members.
Let me know when Apple users decide to give up their phones.

Facebook hit another 52 week low today, go throw more good money after bad.



This post was edited on 3/7/22 at 3:03 pm
Posted by bass
Member since Oct 2016
4668 posts
Posted on 3/7/22 at 3:31 pm to
quote:

Seriously? Facebook is a one trick pony compared to Apple.
So Facebook with 62 product lines is less than Apple’s 27. Ok, gotcha!
Posted by slackster
Houston
Member since Mar 2009
91300 posts
Posted on 3/7/22 at 3:36 pm to
quote:

Seriously?


Yes, seriously. You’re the one who specifically mentioned regulation and boredom, two things that are potential risks for Apple too.

quote:

Facebook is a one trick pony compared to Apple. Apple makes money a million different ways. Facebook is losing members. Let me know when Apple users decide to give up their phones. Facebook hit another 52 week low today, go throw more good money after bad.


I’d rather buy FB @ 17x forward P/E, a massive discount to historical norms, than Apple @ 27x, a massive premium to historical norms. You don’t have to agree, but you seem to be taking FB the stock quite personal. Relax, you can still buy Apple instead.
Posted by Longhorn Lifer
Deep in the heart of Texas
Member since Mar 2022
89 posts
Posted on 3/7/22 at 3:43 pm to
quote:

So Facebook with 62 product lines is less than Apple’s 27. Ok, gotcha!


Facebook has 62 product lines !

Golly, that's almost 1 product line for every percent that their stock is off its 52 week high !

Awesome
Posted by slackster
Houston
Member since Mar 2009
91300 posts
Posted on 3/7/22 at 3:44 pm to
quote:

So Facebook with 62 product lines is less than Apple’s 27. Ok, gotcha!


I know what he meant - it’s mostly ad revenue driven.

Meta does a lot of shite though, and they’re spending money to do even more.
Posted by Longhorn Lifer
Deep in the heart of Texas
Member since Mar 2022
89 posts
Posted on 3/7/22 at 3:45 pm to
quote:

I’d rather buy FB


And you probably loved it when you bought it at 390, and all of the way down to 180.
Posted by slackster
Houston
Member since Mar 2009
91300 posts
Posted on 3/7/22 at 3:45 pm to
quote:

Longhorn Lifer


Why are you so salty about FB?

Did you buy at $384?
Posted by slackster
Houston
Member since Mar 2009
91300 posts
Posted on 3/7/22 at 3:46 pm to
quote:

Longhorn Lifer


Your registration date of 3/3 and your disdain for FB makes be believe you’re another iteration of our resident alter. Fun life you must lead.
Posted by Longhorn Lifer
Deep in the heart of Texas
Member since Mar 2022
89 posts
Posted on 3/7/22 at 3:49 pm to
quote:

Why are you so salty about FB?

Did you buy at $384?


ha.no.

I told people to sell when it was 380.
Posted by Longhorn Lifer
Deep in the heart of Texas
Member since Mar 2022
89 posts
Posted on 3/7/22 at 3:54 pm to
Berkshire Hathaway owns $144 Billion of Apple stock.
By far their largest holding.

Berkshire Hathaway invests in quality companies with solid business models.

How much Facebook do they own? Zero.
Posted by Longhorn Lifer
Deep in the heart of Texas
Member since Mar 2022
89 posts
Posted on 3/7/22 at 3:57 pm to
quote:

slackster


You sound like the Bitcoin Bros trying to self sooth after losing 50 percent on your investment.

Whatever helps you get through the day.
Posted by 1609tiger
Member since Feb 2011
3714 posts
Posted on 3/7/22 at 4:08 pm to
Just remember who is in the White House. He’s the most incompetent President since Carter. Restrictions on pipelines and drilling, transitory inflation beliefs, Afghanistan, woke anti business appointments, passing more stimulus in face of inflation ( thank god his Build Back Better failed). At some point prices will justify buying in spite of him. We’re just not there yet.
Posted by Triple Bogey
19th Green
Member since May 2017
6556 posts
Posted on 3/7/22 at 4:19 pm to
I think FB is getting its arse kicked by Tiktok. Their ad revenues are also getting demolished because of Apples new policies regarding targeted ads. Most people typically browse Facebook on their phones so this is going to have a huge impact on them going forward.

Not to mention that they're hated by everyone on both political aisles. I'll be interested to see what they do with Meta because I love my Oculus, but that is yet to be seen how big of a market that becomes.
Posted by Longhorn Lifer
Deep in the heart of Texas
Member since Mar 2022
89 posts
Posted on 3/7/22 at 4:33 pm to
quote:

I think FB is getting its arse kicked by Tiktok. Their ad revenues are also getting demolished because of Apples new policies regarding targeted ads. Most people typically browse Facebook on their phones so this is going to have a huge impact on them going forward.

Not to mention that they're hated by everyone on both political aisles. I'll be interested to see what they do with Meta because I love my Oculus, but that is yet to be seen how big of a market that becomes.


Hey, somebody here gets it.
Give than man a cigar.
Posted by FLObserver
Jacksonville
Member since Nov 2005
15754 posts
Posted on 3/7/22 at 5:38 pm to
quote:

Just remember who is in the White House. He’s the most incompetent President since Carter. Restrictions on pipelines and drilling, transitory inflation beliefs, Afghanistan, woke anti business appointments, passing more stimulus in face of inflation ( thank god his Build Back Better failed). At some point prices will justify buying in spite of him. We’re just not there yet.


Yeah Joe has certainly sent the economy into a spiral . Guy has done nothing but hand out money and will be the one that leads us into a recession.
Posted by slackster
Houston
Member since Mar 2009
91300 posts
Posted on 3/7/22 at 7:06 pm to
quote:

think FB is getting its arse kicked by Tiktok. Their ad revenues are also getting demolished because of Apples new policies regarding targeted ads. Most people typically browse Facebook on their phones so this is going to have a huge impact on them going forward.


Define demolished? Guidance says revenue will grow between 3-11% in the current quarter.
Posted by skewbs
Member since Apr 2008
2194 posts
Posted on 3/7/22 at 8:39 pm to
quote:

Facebook is a one trick pony


Yea… this is how I know you have no clue what you’re talking about.
Posted by Longhorn Lifer
Deep in the heart of Texas
Member since Mar 2022
89 posts
Posted on 3/7/22 at 8:46 pm to
quote:

Yea… this is how I know you have no clue what you’re talking about.


I know that your beloved Facebook is down 50 percent from it's 52 week high .

Enjoy your losses. My energy stocks are ripping !
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