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Talking stocks, trading, and investing in general

Discussion in 'Business, Careers & Education' started by mikeman, Feb 2, 2011.

  1. otc

    otc Senior member

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    What I have noticed with facebook ads is that they are cleary targeted but completely miss the point.

    They know I like bikes so they show me ads from Republic bikes (they make incredibly awful overpriced hipster bikes...they are the manufacturer that Urban Outfitters is using for their line) or they know I like clothes--probably from cookies, not facebook posts--so they show me clothing ads but for terrible crap that I would never click on.

    I don't usually click on ads, but at least google's ads target me with more than a cursory glance.
     


  2. Slopho

    Slopho Senior member

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    ^ I like a direct line to money is my issue. I like GOODS (Service) for MONEY. When I start hearing about ad revenue, especially with tech companies, I start to worry. It adds an unnecessary middle man to what should be a two way relationship.
     


  3. Dbear

    Dbear Senior member

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    I don't know all the details. But I do know that I'm sure that FB provides their advertisers with a metric on ad clicks, effectiveness, etc.
    Also, I do know that the pricing structure to advertise on FB includes an upfront fee and rental fees. I don't know if it also increases (or decreases) based on ad-clicks.

    I'm sure you've never clicked an ad on FB or you might not even had FB. But people do and the money is there, otherwise, they wouldn't have reported $3,700,000,000 in revenue in 2011. Granted, their net income was only ~$200,000,000, but that's another story. :)
     


  4. Dbear

    Dbear Senior member

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    I know you guys like tangible goods (AAPL), but you really can't ignore 1 billion users and almost 4 billion in revenue.
     


  5. Slopho

    Slopho Senior member

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    Not so much tangible goods, but something a lot less volatile than ad revenues. And...is that all they've got??
     
    Last edited: Apr 25, 2012


  6. Dbear

    Dbear Senior member

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    I guess so?
     
    Last edited: Apr 25, 2012


  7. javyn

    javyn Senior member

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    No, they data mine and sell it I believe.
     


  8. Slopho

    Slopho Senior member

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    I'm out. (Shark Tank!!)
     


  9. stevent

    stevent Senior member

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    :uhoh: You live in SF and you believe this?


    That's if the users continue to monetize the site. If Facebook was that good why would Peter Thiel cash out?
     


  10. Slopho

    Slopho Senior member

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    I really liked this discussion, this is what the "Stock Idea Club" was supposed to be all about.
     


  11. idfnl

    idfnl Senior member

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    Yup... great ideas dont necessarily make a great deal of money.
     


  12. FLW

    FLW Senior member

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    +1

    I have lurked it for quite a while and it has been a great learning experience.

    I would just close my thoughts on the FB matter by saying that I believe most investors are running with the assumption that FB will be the next GOOG. Not only with ads and data mines, but with the potential to branch out into tangible products. I have heard more than one analyst speculate that they may launch an Android competitor. Is this speculative and perhaps risky? Yes, but the perceived upside is too great to pass up. "They have so many users, how could they not make money?" I'll let you decide for yourself how sensible this reasoning is.
     
    Last edited: Apr 25, 2012


  13. crispeta

    crispeta Well-Known Member

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    If one lives in/ close to Silicon Valley, one realizes that there a lot of innovative ideas but way more bs all over the place. Entrepreneurs (or wannabe entrepreneurs) who fully ride the hype and aim for fast cash. "Journalists" who don't have the slightest idea about business fundamentals but quickly establish a platform for more often than not little researched tech info that is used by wealthy VCs to push their investments. "Journalists" quickly become VCs themselves (disclosed or undisclosed) and the ride continues. VCs currently with piles of capital that they don't know where to throw at (often only the tier ones have access to the really interesting deals) but have to throw it somewhere. Then they (this might include the company's leadership as well, one case should be well-known) cash out quickly before the broader audience has ever understood the sustainability of a company's business model (or lack thereof) or the aforementioned fed journalists stop pushing it.

    It works. Regarding FB, do not forget about FB credits (there is one stock z.. constantly mentioned here (games); there might be future uses (stream..) that will impact another stock), company sites - a subscription model is not necessary. Do you believe the vision or even buy into it? Your choice.
     
    Last edited: Apr 25, 2012


  14. chogall

    chogall Senior member

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    all innovations on the virtual front eventually broils down to physical goods circulation.

    besides virtual currencies as we have fiat at the moment.
     


  15. yjeezle

    yjeezle Senior member

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    your quote is kind of like saying... mexican food is great but you've never tried it...
     


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