FB

2019년 3월 20일

The fundamentals look so strong on FB it's hard to ignore. They posted record profit and rev even in the face of fines, 'loss of users', scandals, and more.

Zucc is a PoS but he made an addictive product that people have a hard time living without. There has been decently strong growth in china too, where the penetration of market really matters going forward as they will soon become the world's largest economy. If he can hook that segment of the world it's money in the bank $$$

Serious doubts about antitrust laws being enforced on FB because of how they are focused on customer well being; similar to how AMZN has been able to skirt regulation under the same guise. Even though their instagram Inquisition was questionable legally, the $1 billion spent was a fantastic deal for them. Just this week they enabled some new 'marketplace' features on instagram allowing purchases through the app. This could generate even more revenue as the brainwashed consumer masses recklessly swipe away their mommy's and daddy's money.

I also have doubts about any dem winning 2020 (not that I wouldn't welcome some low volatility uptrend from a more mentally stable face like Joe Biden) just because of the incumbent advantage going into this election cycle. If no dem win, I think the FB antitrust issues fade into the abyss for another 4 years.

Spending on FB for political ads has already started. So far DJT has already spent about 4x as much on FB ads as any other platform. Multiple millions of inflowing cash to FB from one candidate alone.

Imagine 15+ Dem's throwing cash at FB as hard as they can trying to get it to stick somewhere.

Love FB or hate it, I think it's here for the long run. I think megacap tech in general is a buy overall. The rich will get richer etc.

manage your own risk

much love

gl hf

xoxo

snoop

2019년 4월 9일

노트

@ point of volume control

2019년 4월 22일

노트

161.8

2019년 4월 24일

노트

Earnings beat & 10% spike