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Technology Stocks : Meta Platforms, Inc. (Facebook)
META 666.48-1.0%2:28 PM EST
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To: manalagi who wrote (977)9/1/2012 9:47:32 PM
From: slacker7113 Recommendations  Read Replies (1) of 3790
 
After FB becomes public company, MZ still owns 57% of the company, so he can do whatever he wants with the company.

This just formalizes what we see in any number of tech companies. Paul Jacobs showed up to his CEO interview in shorts. Any chance he does that if his last name isnt Jacobs?

You either believe in Zuckerberg or you dont. It's fine if you dont think he will be able to handle a public company, but his track record is pretty damn good.

I have two fairly simple questions about Facebook.
1) Can they do a better job of monetizing both the desktop and mobile? My cursory understanding is that they have barely started the process. It will likely involve quite a bit of trial and error but they certainly have the opportunity to monetize a huge number of users/time.

2) Will the popularity of social networking fade in the next 5 years? 10 years? This is harder to answer. I dont think that there will be many opportunities to displace Facebook but reduction in average usage time would bring a direct hit to revenues.

Beyond that, it becomes a matter of what is a fair price to pay for Facebook. They are currently trading at 37x this years estimated earnings. Definitely not cheap, but approaching a valuation where I think that there could be some opportunity.

Slacker
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