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Kiroy

Kiroy

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Sanrith Descartes said:
The real question everyone interested in buying the dip on FB needs to ask, is do you see a fundamental business change. Ad revenue is a concern to me. Is FB the same company it was 2 years ago? Does it still have an unassailable moat? Probably the biggest is do you think the Big Tech companies are done playing nice and acting as a cartel? I'm not saying FB is going to zero, but I am curious if its best days may be behind it.
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As someone who used/uses fb/instagram advertisements - it seems like each year they work less and less well (even before the apple changes). I think it's a combination of them trying to siphon every last dollar from the advertiser, and users being sick and disgusted with social media. Cheap advertising on facebook use to print free money, now we'll go months w/o using it.
 
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Sanrith Descartes

Sanrith Descartes

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Kiroy said:
As someone who used/uses fb/instagram advertisements - it seems like each year they work less and less well (even before the apple changes). I think it's a combination of them trying to siphon every last dollar from the advertiser, and users being sick and disgusted with social media. Cheap advertising on facebook use to print free money, now we'll go months w/o using it.
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I think they have sat on their ass for quite a while and just raked in money. They pressure on them now is they actually have to start working again on their core (ads) and less on other shit.
 
T

Tirant

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Snagged some Pinterest and AMZN this morning.

Pretty horrible chart on PINS, but I like to buy in little pieces over time. Fully expect to buy some cheaper in the future but it's so beaten down could turn on a dime.
 
Hateyou

Hateyou

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Sanrith Descartes said:
PYPL down another 5%. I am now down more in percent on PYPL than I am on SPIR.
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Yeah I’ve had several disappointing buy the dip moments this year. PYPL, DOCU. My single company positions are always fairly small so it’s nothing gut wrenching but seeing those 20-40% reds in my list isn’t fun.
 
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Foler

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Sanrith Descartes said:
I think they have sat on their ass for quite a while and just raked in money. They pressure on them now is they actually have to start working again on their core (ads) and less on other shit.
Click to expand...
Currently have a friend who works at FB. Sounds like a complete clusterfuck. I think every project he’s worked on in maybe the past 2 years gets mothballed or it’ll get split tested and not get the .0019% increase in Facebook story retention so they can it. Now it seems like they have zero guidance and there’s just a ton of chiefs and no Indians.
 
Blazin

Blazin

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Hateyou said:
Yeah I’ve had several disappointing buy the dip moments this year. PYPL, DOCU. My single company positions are always fairly small so it’s nothing gut wrenching but seeing those 20-40% reds in my list isn’t fun.
Click to expand...
Yeah pretty big contrast since March'20 . Had been quite a long time to be down >20% on a stock and have PYPL, DKNG, MTTR and AMZN all in the same period. Despite making some well timed moves on the market as a whole for January, those individual names had me quite solidly red for the month despite all being pretty small positions besides AMZN. I'm down over $10,000 on Amazon and some non zero chance that gets much worse tonight. It's been pricing in some bad news for awhile so not sure response would be as dramatic as what we saw in FB, but them disappointing and blaming supply chain/ omicron wouldn't surprise me.
 
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Foler

The_Black_Log Foler

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Sanrith Descartes said:
The real question everyone interested in buying the dip on FB needs to ask, is do you see a fundamental business change. Ad revenue is a concern to me. Is FB the same company it was 2 years ago? Does it still have an unassailable moat? Probably the biggest is do you think the Big Tech companies are done playing nice and acting as a cartel? I'm not saying FB is going to zero, but I am curious if its best days may be behind it.
Click to expand...
Alleged former employee’s take.

 
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Sanrith Descartes

Sanrith Descartes

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Blazin said:
Yeah pretty big contrast since March'20 . Had been quite a long time to be down >20% on a stock and have PYPL, DKNG, MTTR and AMZN all in the same period. Despite making some well timed moves on the market as a whole for January, those individual names had me quite solidly red for the month despite all being pretty small positions besides AMZN. I'm down over $10,000 on Amazon and some non zero chance that gets much worse tonight. It's been pricing in some bad news for awhile so not sure response would be as dramatic as what we saw in FB, but them disappointing and blaming supply chain/ omicron wouldn't surprise me.
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AMZN PE ratio is almost 60. Be afraid. Be very afraid.

:trollface:

If it were to tank about 25% I might buy some back.
 
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Blazin

Blazin

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After selling SPY shares yesterday I had an order in to flip to selling puts at the open but we didn't quite hit the level I wanted. Just been sitting on hands and waiting. I'm eyeing the 445 area with failure at this level.
 
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Sanrith Descartes

Sanrith Descartes

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Blazin said:
After selling SPY shares yesterday I had an order in to flip to selling puts at the open but we didn't quite hit the level I wanted. Just been sitting on hands and waiting. I'm eyeing the 445 area with failure at this level.
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I think there is a long day of trading left and the bloodshed is far from over.
 
Blazin

Blazin

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Sanrith Descartes said:
AMZN PE ratio is almost 60. Be afraid. Be very afraid.

:trollface:

If it were to tank about 25% I might buy some back.
Click to expand...
Going to trigger me with PE talk on Amazon, you can't possibly believe they are maximizing earnings. PE is a fucking retarded metric....argh. Cash flow is infinitely more important, I'd love to hear a concise statement on how PE is of more value than cash flow to an investor. Total herp derp, I'm upset my favorite company isn't just burning earnings in the form of taxes. Now I need to go for a walk, thanks a lot Sanrith.
 
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Sanrith Descartes

Sanrith Descartes

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Lets be honest. It isnt quite often that the 4th largest company by marketcap in the US drops 25% in a session. This is pretty uncharted territory we are in.
 
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Sanrith Descartes

Sanrith Descartes

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Blazin said:
Going to trigger me with PE talk on Amazon, you can't possibly believe they are maximizing earnings. PE is a fucking retarded metric....argh. Cash flow is infinitely more important, I'd love to hear a concise statement on how PE is of more value than cash flow to an investor. Total herp derp, I'm upset my favorite company isn't just burning earnings in the form of taxes. Now I need to go for a walk, thanks a lot Sanrith.
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Cracking Up Lol GIF by Originals
 
C

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Blazin said:
PE is a fucking retarded metric....argh. Cash flow is infinitely more important, I'd love to hear a concise statement on how PE is of more value than cash flow to an investor.
Click to expand...
Context and nuance hard. PE single normalized metric. Investor no need think or research.
 
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