MrTig3r
2021-08-14

I am also looking at this stock. But I am more concerns on the change in fundamentals. There are increasing concerns on privacy issues and it affect the moat of targeted marketing campaigns that facebook offers to marketers. We are sessing increasing number of advertisers pulling their budget out from facebook as they see decreasing performance from their ads campaigns. E.g. they are now unable to reach apple users. What are your thoughts on this? I think this privacy trend will only get stronger as time goes by. Does facebook has other revenue sources?

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Comments

  • Pluto891
    2021-08-14
    Pluto891
    But FB own Instagram n WhatsApp. 2 potential cash cows if they can monetize them.

    FB is also setting up its e-comm on its platform.

    Hence, it is more like a 50-50 bet on if it rises further.

    • Pluto891ReplyKDL: 
      Metaverse is akin to  GeoCities (in the past), Second life and Minecraft. Maybe an upgraded version of these.

      I am not so sure if it will take off.

    • KDL: 
      Look into metaverse. I think FB might make a comeback.
    • MrTig3r: 
      do you think they will monetise soon before it got wipe out by the new entrants like tik tok?
    • KDLReplyPluto891: 
      Personally, I think this actually depends alot on the progress on VR/AR and what we know is that FB is decently early into this game.
    • KDLReplyMrTig3r: 
      Good point. Both Snap and Tiktok area strong competitors
  • Pluto891
    2021-08-14
    Pluto891
    agreed. it is losing its appeal to the younger.
    I used to be an ardent user of FB unless something unpleasant happened. I m using it less now.
  • TKCat
    2021-08-14
    TKCat
    FB losing appeal even to boomer generation. down the road needs more innovation to capture the next social media trend
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