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Why is Meta down 30% when it has no exposure to tariffs?
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Poast new message in this thread
Date: April 8th, 2025 5:13 PM Author: navy irate school athletic conference (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828511) |
Date: April 8th, 2025 5:14 PM Author: Soul-stirring kitty spot wait till europe tariffs services (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828513) |
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Date: April 8th, 2025 5:14 PM Author: Splenetic coral box office products more expensive --> less people buy products --> economy is slower --> companies cut back on ad spending --> advertise less on instagram/Facebook (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828516) |
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Date: April 8th, 2025 5:19 PM Author: naked garnet casino (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828535) |
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Date: April 8th, 2025 5:21 PM Author: crimson round eye (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828550) |
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Date: April 8th, 2025 9:27 PM Author: Galvanic Address Deer Antler (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829331) |
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Date: April 8th, 2025 9:28 PM Author: fragrant range that and people panic selling are selling lots of mutual funds and ETFs that meta is a big chunk of (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829333) |
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Date: April 8th, 2025 10:19 PM Author: crimson round eye (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829513) |
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Date: April 8th, 2025 10:16 PM Author: gaped mad-dog skullcap (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829507) |
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Date: April 8th, 2025 10:19 PM Author: crimson round eye (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829511) |
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Date: April 8th, 2025 5:14 PM Author: Misunderstood Office Legal Warrant Almost as if this is just a big fraud manufactured crash engineered by libs to generate bad press hmmm (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828517) |
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Date: April 8th, 2025 10:20 PM Author: crimson round eye idiot (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829515) |
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Date: April 8th, 2025 5:17 PM Author: razzmatazz library (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828529) |
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Date: April 8th, 2025 5:18 PM Author: Misunderstood Office Legal Warrant Also, lower purchasing power means less consumer goods purchases which means less and revenue (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828531) |
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Date: April 8th, 2025 5:19 PM Author: green offensive indirect expression double fault it's a fucking website and probably all their servers and shit are already overseas (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828532) |
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Date: April 8th, 2025 5:20 PM Author: ultramarine station They bought like $200 billion worth of chips for AI shit the last few years (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828545) |
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Date: April 8th, 2025 5:21 PM Author: green offensive indirect expression double fault they can go chug a bag of dicks then (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828548) |
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Date: April 8th, 2025 5:20 PM Author: Trip Low-t Sneaky Criminal National Security Agency it hurts grey market sneaker sales which lowers fb marketplace revenue (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828538) |
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Date: April 8th, 2025 5:31 PM Author: puce reading party piazza (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828577) |
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Date: April 8th, 2025 8:00 PM Author: navy irate school athletic conference (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829087) |
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Date: April 8th, 2025 7:18 PM Author: naked garnet casino i had 500 shares of meta which i bought in 2023 lows
trimmed 250 of it, letting the rest ride
meta is going to get gang banged for at least a few years thanks to reduced ad spending |
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Date: April 8th, 2025 10:23 PM Author: vivacious copper cruise ship pervert No stocks are completely impervious to indiscriminate selling. companies aren't cutting ad spend on meta so long as they remain in business
I continue to think meta is the overall best public company in america in terms of economics. It's like what a bunch of finance professors would create in a lab |
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Date: April 8th, 2025 10:25 PM Author: crimson round eye (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829532) |
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Date: April 8th, 2025 11:06 PM Author: aphrodisiac wagecucks Can you elaborate on the last part? Intuitively that sounds correct, but what exactly would make it a perfect company for finance profs (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829637) |
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Date: April 8th, 2025 11:43 PM Author: vivacious copper cruise ship pervert Enormous moat - online ads are a permanent duopoly. No one other than Google comes close in terms of return on ad spend
High gross margins. This isn't a car company - they almost nothing for every incremental dollar of revenue
Low capex/huge cash flows - they can invest almost nothing in the core ad business.
Explosive growth - they somehow still grow 20% per annum by finding new ways to monetize growing base of daily active users
High upside bets on AR/VR and AI made by a world class capital allocator. Mark Zuckerberg has plenty of flaws but making $$$$$ isn't one of them. Just buying Instagram for $1 billion puts him in the CEO hall of fame imo
Compare this story to like Tesla (cut throat competitive industry that's super capital intensive and potentially saturated) |
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Date: April 9th, 2025 10:14 AM Author: aphrodisiac wagecucks ty (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48830722) |
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Date: April 8th, 2025 11:09 PM Author: dark multi-colored den toilet seat Understand something very clear that the "reasoning" behind any of this doesn't matter and never does. The bubble is popping. What popped it and why and the exposure to it are irrelevant. It's all coming down. (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829642) |
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Date: April 8th, 2025 11:10 PM Author: electric lodge boltzmann Ad spend is easiest thing to cut (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829645) |
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Date: April 8th, 2025 11:11 PM Author: electric lodge boltzmann Senator, we sell ads (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48829647) |
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Date: April 9th, 2025 9:33 AM Author: electric lodge boltzmann (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48830550) |
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Date: April 9th, 2025 9:56 AM Author: navy irate school athletic conference (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48830626) |