Yes, the cool factor is a bit of a red herring, and they have a big moat (barrier to entry) around them as I said earlier. Besides the other...
Yes, its all about the cookies. And that represents a big risk to my position in FB. If the govt. outlawed cookies, FB would be royally screwed.
I disagree with your statement, "None of the digital metrics are new or more precise". With cookies they know what ads you've seen and can...
I thought we were talking about FB, not APPL. But I can see your point regarding the cool factor. I just think that its a bit of a red herring....
yes, the lock-up ending presents a problem, and FB is well aware of this. back on Sept 4th, Zuckerberg stated that he will not sell any shares for...
All good points you make. The hipsters I know - the kids of my friends- yeah, they barely go to FB anymore. However, I believe I have an...
In a way I agree with you, but you have to remember that FB makes money selling ads. FB in a way is played out in terms of users - yes, many...
Agree. I got in at 20.5, planning on holding for a long time. It's not a trade. This is not my typical way of thinking about an investment,...
Liar's Poker - one of the best trading books ever.
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