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Why is Meta down 30% when it has no exposure to tariffs?
| Topaz trump supporter point | 04/08/25 |
| henna library dopamine | 04/08/25 |
| very tactful up-to-no-good mental disorder national | 04/08/25 |
| Lascivious Orchestra Pit Legal Warrant | 04/08/25 |
| Electric rose partner | 04/08/25 |
| concupiscible roast beef | 04/08/25 |
| Ultramarine bossy incel | 04/08/25 |
| Electric rose partner | 04/08/25 |
| dun hospital | 04/08/25 |
| Electric rose partner | 04/08/25 |
| lime queen of the night | 04/08/25 |
| Electric rose partner | 04/08/25 |
| Confused sandwich really tough guy | 04/08/25 |
| lime queen of the night | 04/08/25 |
| violent whorehouse personal credit line | 04/08/25 |
| odious travel guidebook kitty | 04/08/25 |
| violent whorehouse personal credit line | 04/08/25 |
| Marvelous Coffee Pot | 04/08/25 |
| Adventurous Preventive Strike Space | 04/08/25 |
| Topaz trump supporter point | 04/08/25 |
| Lascivious Orchestra Pit Legal Warrant | 04/08/25 |
| Submissive French Chef Trailer Park | 04/08/25 |
| Electric rose partner | 04/08/25 |
| navy demanding love of her life field | 04/08/25 |
| Submissive French Chef Trailer Park | 04/08/25 |
| navy demanding love of her life field | 04/09/25 |
| Heady Disrespectful Dragon | 04/08/25 |
| Mischievous ruddy tanning salon selfie | 04/08/25 |
| Mischievous ruddy tanning salon selfie | 04/08/25 |
| Mischievous ruddy tanning salon selfie | 04/09/25 |
| Topaz trump supporter point | 04/09/25 |
Poast new message in this thread
Date: April 8th, 2025 5:13 PM Author: Topaz trump supporter point (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828511) |
Date: April 8th, 2025 5:14 PM Author: henna library dopamine 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: very tactful up-to-no-good mental disorder national 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: Lascivious Orchestra Pit Legal Warrant (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: Electric rose partner (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: concupiscible roast beef (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: Ultramarine bossy incel 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: Electric rose partner (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: dun hospital (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: Electric rose partner (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: lime queen of the night 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: Electric rose partner 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: Confused sandwich really tough guy (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: lime queen of the night 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: violent whorehouse personal credit line 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: odious travel guidebook kitty 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: violent whorehouse personal credit line 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: Marvelous Coffee Pot 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: Adventurous Preventive Strike Space (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: Topaz trump supporter point (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: Lascivious Orchestra Pit Legal Warrant 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: Submissive French Chef Trailer Park 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: Electric rose partner (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: navy demanding love of her life field 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: Submissive French Chef Trailer Park 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: navy demanding love of her life field 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: Heady Disrespectful Dragon 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: Mischievous ruddy tanning salon selfie 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: Mischievous ruddy tanning salon selfie 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: Mischievous ruddy tanning salon selfie (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: Topaz trump supporter point (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48830626) |