The most prestigious law school admissions discussion board in the world.
|
 |
 
|
Why is Meta down 30% when it has no exposure to tariffs?
| mauve yapping newt | 04/08/25 |
| zombie-like theater stage gay wizard | 04/08/25 |
| Self-centered razzle-dazzle den | 04/08/25 |
| Sienna laughsome institution | 04/08/25 |
| Electric Corner | 04/08/25 |
| Silver alcoholic masturbator | 04/08/25 |
| translucent party of the first part | 04/08/25 |
| Electric Corner | 04/08/25 |
| Lake associate national | 04/08/25 |
| Electric Corner | 04/08/25 |
| shivering liquid oxygen principal's office | 04/08/25 |
| Electric Corner | 04/08/25 |
| rusted locus | 04/08/25 |
| shivering liquid oxygen principal's office | 04/08/25 |
| Glittery Self-absorbed Lay | 04/08/25 |
| Beady-eyed ratface | 04/08/25 |
| Glittery Self-absorbed Lay | 04/08/25 |
| Bearded School Cafeteria | 04/08/25 |
| Twisted abnormal dilemma cuckoldry | 04/08/25 |
| mauve yapping newt | 04/08/25 |
| Sienna laughsome institution | 04/08/25 |
| Bright adulterous patrolman | 04/08/25 |
| Electric Corner | 04/08/25 |
| Opaque Nowag Bawdyhouse | 04/08/25 |
| Bright adulterous patrolman | 04/08/25 |
| Opaque Nowag Bawdyhouse | 04/09/25 |
| mischievous drunken foreskin therapy | 04/08/25 |
| flatulent pistol temple | 04/08/25 |
| flatulent pistol temple | 04/08/25 |
| flatulent pistol temple | 04/09/25 |
| mauve yapping newt | 04/09/25 |
Poast new message in this thread
Date: April 8th, 2025 5:13 PM Author: mauve yapping newt (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828511) |
Date: April 8th, 2025 5:14 PM Author: zombie-like theater stage gay wizard wait till europe tariffs services (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828513) |
|
Date: April 8th, 2025 5:14 PM Author: Self-centered razzle-dazzle den 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) |
 |
Date: April 8th, 2025 5:19 PM Author: Sienna laughsome institution (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828535) |
|
Date: April 8th, 2025 5:21 PM Author: Electric Corner (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828550) |
|
Date: April 8th, 2025 9:27 PM Author: Silver alcoholic masturbator (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829331) |
|
Date: April 8th, 2025 9:28 PM Author: translucent party of the first part 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) |
|
Date: April 8th, 2025 10:19 PM Author: Electric Corner (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829513) |
|
Date: April 8th, 2025 10:16 PM Author: Lake associate national (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829507) |
|
Date: April 8th, 2025 10:19 PM Author: Electric Corner (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829511) |
|
Date: April 8th, 2025 5:14 PM Author: shivering liquid oxygen principal's office 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) |
|
Date: April 8th, 2025 10:20 PM Author: Electric Corner idiot (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829515) |
|
Date: April 8th, 2025 5:17 PM Author: rusted locus (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828529) |
|
Date: April 8th, 2025 5:18 PM Author: shivering liquid oxygen principal's office 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) |
|
Date: April 8th, 2025 5:19 PM Author: Glittery Self-absorbed Lay 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) |
|
Date: April 8th, 2025 5:20 PM Author: Beady-eyed ratface 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) |
|
Date: April 8th, 2025 5:21 PM Author: Glittery Self-absorbed Lay they can go chug a bag of dicks then (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828548) |
|
Date: April 8th, 2025 5:20 PM Author: Bearded School Cafeteria it hurts grey market sneaker sales which lowers fb marketplace revenue (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828538) |
|
Date: April 8th, 2025 5:31 PM Author: Twisted abnormal dilemma cuckoldry (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828577) |
|
Date: April 8th, 2025 8:00 PM Author: mauve yapping newt (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829087) |
|
Date: April 8th, 2025 7:18 PM Author: Sienna laughsome institution 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 |
|
Date: April 8th, 2025 10:23 PM Author: Bright adulterous patrolman 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 |
|
Date: April 8th, 2025 10:25 PM Author: Electric Corner (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829532) |
|
Date: April 8th, 2025 11:06 PM Author: Opaque Nowag Bawdyhouse 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) |
|
Date: April 8th, 2025 11:43 PM Author: Bright adulterous patrolman 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) |
|
Date: April 9th, 2025 10:14 AM Author: Opaque Nowag Bawdyhouse ty (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48830722) |
|
Date: April 8th, 2025 11:09 PM Author: mischievous drunken foreskin therapy 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) |
|
Date: April 8th, 2025 11:10 PM Author: flatulent pistol temple Ad spend is easiest thing to cut (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829645) |
|
Date: April 8th, 2025 11:11 PM Author: flatulent pistol temple Senator, we sell ads (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829647) |
|
Date: April 9th, 2025 9:33 AM Author: flatulent pistol temple (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48830550) |
|
Date: April 9th, 2025 9:56 AM Author: mauve yapping newt (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48830626) |