Facebook, Inc. (NASDAQ:FB)

CAPS Rating: 2 out of 5


Player Avatar DJoshuaRubin (98.43) Submitted: 2/25/2013 11:16:59 AM : Underperform Start Price: $19.15 FB Score: -35.44

Anecdotal, but met with an exec from a media related company who kept referring to Twitter, and even Linked In for social media publicity. I asked her about Facebook and she laughed with a notable matter-of-fact laugh. The perception of FB is that is it entirely for people who don't mind utterly wasting time and that it is not a legitimate revenue generator for businesses. Might be a solid company but once that perception settles in, it is very hard to change, and hard to see the billions upon billions of dollars needed for the stock to be a long term market beater.

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Member Avatar Investit101 (< 20) Submitted: 2/27/2013 11:09:28 AM
Recs: 0

I must agree that FB is for people that don't care about wasting there time but have you seen the world economy and the amount of people that don't care about working at all and love living off of others. Then you must also think about all the socaillites that just love the convenience of the communication and unlimited information that is shared. It is just something to think about.

Member Avatar DJoshuaRubin (98.43) Submitted: 2/27/2013 1:22:03 PM
Recs: 0

I don't doubt the staying power of it, just the monetization for massive growth. Allllll the people that adopted it got it deep in their head that is a free thing, a frivolous toy that can waste time and comes at the cost of privacy. Linked In and Twitter do a much better job of providing usefulness to people. In the long run that will win out. FB's two greatest strengths are helping fat women feel better about their new haircut and making people feel recognized on their birthday.

Member Avatar wkfuture (20.48) Submitted: 3/13/2013 8:35:20 AM
Recs: 0

I agree with everything all of you are saying! But regardless of what one thinks of a product or how wasteful it may seem, will it sell? I believe without commercials TV would fit directly into the same mind set. Facebook is reality TV on steroids and everyday people prove this to be true. The longer it sticks the harder it will be for others to tap into its network. I think it's just a matter of time before the revenue stream is unlocked. The young social minds are at work and I'm going to swim up river with them for while anyway.

Member Avatar amh7209 (< 20) Submitted: 3/28/2013 4:03:52 PM
Recs: 1

Strictly looking in from the outside at the persona of the company as perceived by the average investor; when one compares the apparent corporate culture of FB with a Zuckerberg who has been quoted as saying he cares more about the "social mission" than about the potential commercial applications and implications that this technology has in the world, to a Steve Jobs, a Bill Gates, etc you begin to question not only the motives of company leadership but their over all competence. I am glad that Sandberg their CFO was on the cover of Time or whatever. Good for her. She broke the glass ceiling. That doesn't help me the share holder and investor and frankly, women braking ceilings is old news. Women are achieving in the corporate world. Could we discuss something else. Frankly, I don't see drive. I don't see passion. Hell, I don't see a business plan to drive revenue to the bottom line in a company that is connected to nearly a Billion people on the planet. It has to make one wonder. I think the market has it right with Linked In i.e. it recognizes a sound and working business strategy. I am beginning to think FB needs new management. This stock should be pure nitro. The IPO should have made alot of people alot of money. Having participated in an IPO as an insider I can tell you this one was a total flop (obviously) but their ability to instill confidence post IPO on the street and to communicate a vision has been sorely lacking and of great concern.For this company to succeed its going to take alot more than alot of busy moms uploading pictures. Is this dead money for the forseeable future?

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