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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Jurgis Bekepuris who wrote (60603)	3/27/2018 6:09:06 PM
From: Spekulatius	1 Recommendation Read Replies (2) of 78748

Re FB - there are no brainer, but FB does look cheap, unless you believe that their franchise is irreparably damaged. My own small samples side seems to indicate that the users don’t care much. I have seen users complaining on FB about FB, but in my opinion, this doesn’t count :-). I added to FB and GOOG today. Both FB and GOOG are User data leeches , but that is what makes them useful for advertisers and also users.I like it when GOOG automatically pupate my calendar with hotel bookings and flight schedules. LinkedIn May be the worst data leech of all, but I got a job through it once. Orwell was right and wrong at the same time. These big brothers are good at what they are doing and they are laughing all the way to the bank.

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