I'd like full disclosure. Does he buy more today for his clients after this downgrade? SEC do your freaking job you worthless entity! This is the most obvious blatant piece of manipulation I have ever seen.
Who are these people? I mean, there's no manipulation in the stock market! Thievery!
PART 3 CON'T
goal: to make money from trading FB. How we do it is up to each of us. As long as we both reach our goals. It ain't the journey my friend, it's the destination. Good luck with your trade(s).
Is AMZN worth the value the market puts on it versus it's real value? YELP? Pandora? LINKD? NO! FB is making billions. And trading for less. What b.s. argument are you going to try and rebuttle on regarding this?
And you assume too much regarding the WhatsApp deal which I believe won't close till this time next year. And even if it closes earlier, again it's FORWARD GUIDANCE 2 YEARS OUT THAT MATTERS MOST.
And as far as your comments about value and growth, comparing to FB to RIMM is an exaggeration on your part. FB is NO RIMM. RIMM was out of control and dangerous to trade from day 1. FB is doing business based on REAL BUSINESSES THAT ARE EARNING REAL MONEY.
Look this has been an interesting debate, why I took the time to answer you on all points. I understand you. Lets see where we stand at the end of the year and the end of 2015. I see $85 MINIMUM by dec 31st, possibly $90. And $150 a share by Jan earnings 2016. Of course, the overall market and macro elements and economies of the world need to cooperate. And I know nothing is exact. And I acknowledge your point of view. And will keep it in my rear view mirror should I believe the enviornment is changing to the negative. And I thank you for debating me. This is how we learn. And at the end of the day, you and I have the same
And AAPL really is a non-issue unless they try to stop FB from ever using their platform, which was talked about recently. But I strongly doubt AAPL would do that.
"Now listen carefully. If FB produces the earnings based on all the items on your laundry list, how much are these values and how will they affect the pps? All these metrics will have values behind them."
Yes they do. And I've studied each business and made determinations about just that. And I'm sure none of my conclusions in terms of value will be viewed agreeably be everybody. And this is where common sense needs to be applied. For example: there has been so much criticism against FB buying Oculus Rift. Oculus Rift in my opinion will look like the steal of the century at $2.1 B with most of it in stock. Right now the army is using it, movie studios are in the early stages of developing films using it to replace 3D, the medical community is using it in many different incarnations, video chatting... just these few references will generate insane amounts of money, in the hundreds of millions EACH. All "the items on my laundry list" will matter regarding the stock's pps by two things alone -- how they add to the Top AND Bottom lines and by the future forward guidance given on each. Plain and simple. And this goes for EVERY single new business that has yet to be monetized. Investing requires vision, Benzilla. Seeing ahead of the curve. I believe I AM seeing ahead of the curve and that I do have vision.
"If you want to use comparative analysis here you go:
GOOG will likely do over 64 billion in revenue this year
GOOG has 60 billion in the coffers
After the Whatsapp deal is closed, at a pps of $135 FB will have the same value as GOOG has today.
The consensus from analysts have FB valued at 86.15 at the end of 2015."
Seriously Benzilla, have ANY of the analysts gotten it right ONCE? NO! $86.15 end of 2015? Sorry but it will happen before 2014 comes to a close. END OF PART 2
I agree with your "because GOOG reached a certain price doesn't mean FB will." BUT...
FB has double, no, triple the revenue streams GOOG had at the time. So the logic is: FB should do better.
You say: "The fantasy is not where the number or price is. It is creating a scenario where you want the stock to go. Creating revenue sources that do not have a quantified value."
There is NO fantasy. And there is "creating revenue sources." They are very real. I haven't created any of them. The 15++ revenue streams all exist. The businesses that will generate revenue have yet to begin or are in the very early stages of beginning. Some of them, yes, the total potential is NOT determined as of yet. But this is where doing reserach is important. And I have researched all of these future revenue streams and the amount each will generate should all reach their potential is staggering. So they DO have a quantified value based on ANALYSTS and OTHERS in the social media space who have made determinations. and if the record of analysts are to be taken seriously, so far since FB has become a stock, they have ALL -- I REPEAT -- ALL underestimated the revenue generated in every quarter. Based on this FACT, my estimates are quantified.
"Here are a couple of questions for you:
If FB doubles its earnings will its pps double?"
It's earnings HAS already doubled. But a double in earnings is NOT what drives the share price higher. It helps, of course. But it is FORWARD GUIDANCE TWO YEARS OUT that matters most. What management says is coming in terms of revenue and what that will do to the top AND bottom line. That's what investors want to know. Cause most already know the present. But it's the future that matters most to any investor.
"Will the market make comparisons to other stocks like GOOG and MSFT and AAPL when its cap reaches those stocks?"
The market IS already making comparisons to GOOG, in particular. MSFT is an old tech stock that lost its luster years ago. PART 1
And yes it IS a fact the market thinks the value of FB stock right now is $75. But I'm not talking about right now. But it's okay to mock me. We'll see who has the last laugh. I plan on laughing all the way to the bank.
Mistake: I meant GOOG NOT FB in reference to the $350/share and $700/share rise. Sorry.
BUT IT IS TRUE. You just stubbornly refuse to acknowledge it. And why do I need to post numbers to make a good argument? Cause it's the way you do things? Sorry. Not necessary. I've stated clear facts. 15++ revenue streams that have yet to monetize. In fact, they are already SLOWLY rolling out many of these 15++ businesses. But Zuck & Sandberg have taken a pass as of yet to talk about it. Do your own due dilligence on what each of these business are poised to make. Add up the estimates. You said it's the bottom line that moves a stock price. Actually it's top AND bottom line. An as each one of these new sources of revenue kick in, these numbers will grow in leaps and bounds beyond any analyst estimate. And as it happens, the share price will move higher and higher. If it's true what you say that FB reached $350/share and $700/share faster than I stated, that makes it all quite possible that has FB shows the astounding revenue growth, the share price could have a parabolic move. My comments are based in fact to what's coming. I've done my research. I don't need to quote numbers. But for you Benzilla, I'll post one. Video ads. $2.5M a day PER CLIENT. $10B a year is what analysts, many of them quite respected, have said will be realized from this revenue source alone in the next 3-5 years. That's just one revenue stream. Hey, keep criticizing me. I state only the truth. It's very hard to put up a good argument against the truth. I see you're struggling. Oh well.