FB going down the rabbit hole?

Pa much smarter than turd

to me less work is progress. bring in ubi. let tech create the utopia! keep in mind that zuck supports ubi. he supports higher taxes for the rich.

lets do a balacned budget before any of this. raise taxes on the rich. remove all deductions!

https://www.youtube.com/watch?v=mSmgox_zDIg

aswath damodaran on fb

fair price 180.

Don’t buy the dip! Look out beloooooooooooow!

small net worth took giant hit.

buy moar!!!

make it up on volume.

Going to zero.

Zuckerberg better write Trump a campaign check so he will fight the unfair EU data policy, as well the the social media mob violence in India/Pakistan.

even with the guidance they gave of decelerating rev and lower margins fb is still cheap.

consider revenue at 50b right now, lets assume their worst case and that rev growth decelerates to 20% yoy (from 40% yoy now) at 35% margins (from 45% margins).

5 years from now that’s 124b Rev, at 35% margins, that’s $44b, compared to 24b today.

compared to its current valuation at $450b.

at 25x, that’s 1.1 trillion. 20% CAGR.

at 20x, that’s 880b 14% CAGR.

at 15x, that’s 660b 8% CAGR.

at 10x, that’s 440b. 0% CAGR.

with that said, the deceleration and lower margins is self inflicted and will revert to a 30% growth rate imo. they changed the content on fb by removing viral vids and data collection policy, imo that’s what causing the major change in ad rev right now and next couple quarters. the lower margins is due to expenditures for better security and lower margin stories biz, majority of growth will come from stories, so the margins are definitely here to stay. anyways at the rate, that’s $185b in rev and 55b in op, at 20x that’s 1.1 tril or a 20% CAGR.

so why 20x and why 30% growth? insta is where fb was 5 years ago. insta is what will maintain that sky high multiple and growth rate.

My coworkers are on a buying frenzy. Ouch. Overconfidence is a dangerous thing

https://www.analystforum.com/forums/investments/91346224?page=2

Buy high, sell low. Works great for some I guess.

a lot of ppl dont understand the fb business or the mgmt team. sad!!!

lol. on the real igor as a percent of net worth. how much fb? im about 3%.

Inside sources confirming TAC team in high speed pursuit of Zuck Tesla, arrest imminent details to follow. Well known pedo. Shelter in place, God speed.

War is waging on all fronts. Alex Jones removed from YouTube. The globalists aren’t hiding in the grass like snakes anymore. They are striking back. This is when it really starts to matter guys. 90,000 sealed indictments. Pick your side.

Did you read this on Facebook? :wink:

Certainly not with the rebel scum.

r/EmpireDidNothingWrong

Yo PA, are you excited for the end of the Fed?

Edit: Sorry STL, mixed you up w PA. I bet that happens to you a lot. So??? No more Fed! Excited?