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Why is Meta down 30% when it has no exposure to tariffs?
| 180 haunted graveyard | 04/08/25 |
| sexy kitchen | 04/08/25 |
| flesh ceo trailer park | 04/08/25 |
| odious step-uncle's house water buffalo | 04/08/25 |
| Mind-boggling ticket booth | 04/08/25 |
| Razzle navy juggernaut locale | 04/08/25 |
| maroon dragon office | 04/08/25 |
| Mind-boggling ticket booth | 04/08/25 |
| Overrated House | 04/08/25 |
| Mind-boggling ticket booth | 04/08/25 |
| White curious telephone | 04/08/25 |
| Mind-boggling ticket booth | 04/08/25 |
| Stirring Well-lubricated Brunch | 04/08/25 |
| White curious telephone | 04/08/25 |
| rusted big bawdyhouse double fault | 04/08/25 |
| blue antidepressant drug dog poop | 04/08/25 |
| rusted big bawdyhouse double fault | 04/08/25 |
| sable school masturbator | 04/08/25 |
| erotic crotch round eye | 04/08/25 |
| 180 haunted graveyard | 04/08/25 |
| odious step-uncle's house water buffalo | 04/08/25 |
| arousing milky potus school cafeteria | 04/08/25 |
| Mind-boggling ticket booth | 04/08/25 |
| pungent turdskin hall | 04/08/25 |
| arousing milky potus school cafeteria | 04/08/25 |
| pungent turdskin hall | 04/09/25 |
| mahogany hell affirmative action | 04/08/25 |
| boyish crystalline idiot stead | 04/08/25 |
| boyish crystalline idiot stead | 04/08/25 |
| boyish crystalline idiot stead | 04/09/25 |
| 180 haunted graveyard | 04/09/25 |
Poast new message in this thread
Date: April 8th, 2025 5:13 PM Author: 180 haunted graveyard (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48828511) |
Date: April 8th, 2025 5:14 PM Author: sexy kitchen 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: flesh ceo trailer park 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: odious step-uncle's house water buffalo (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: Mind-boggling ticket booth (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: Razzle navy juggernaut locale (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: maroon dragon office 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: Mind-boggling ticket booth (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: Overrated House (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: Mind-boggling ticket booth (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: White curious telephone 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: Mind-boggling ticket booth 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: Stirring Well-lubricated Brunch (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: White curious telephone 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: rusted big bawdyhouse 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: blue antidepressant drug dog poop 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: rusted big bawdyhouse 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: sable school masturbator 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: erotic crotch round eye (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: 180 haunted graveyard (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: odious step-uncle's house water buffalo 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: arousing milky potus school cafeteria 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: Mind-boggling ticket booth (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: pungent turdskin hall 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: arousing milky potus school cafeteria 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: pungent turdskin hall 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: mahogany hell affirmative action 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: boyish crystalline idiot stead 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: boyish crystalline idiot stead 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: boyish crystalline idiot stead (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: 180 haunted graveyard (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2).#48830626) |