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Posts on FB
Latest ideas and analyses related to Facebook Inc. Class A Common Stock
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Latest ideas and analyses related to Facebook Inc. Class A Common Stock
+43 pts
$fb
By rchauhan on Oct. 31, 2021, 8:23 a.m.
Tagged topics: M&A , Metaverse , MVRS
Views: 100, Votes: 11, Responses: 0, Attachments: 0
+87 pts
$FB - gaming is just the start, the TAM for #metaverse will explode to include virtual fitness, workplace, and education
By mooreideas on Oct. 29, 2021, 12:26 p.m.
Tagged topics: augmented reality , virtual reality , Metaverse , FB Connect
Views: 392, Votes: 26, Responses: 5, Attachments: 1
+37 pts
$SNAP vs $FB vs $GOOGL
By labjordan on Oct. 28, 2021, 11:21 a.m.
Tagged topics: digital advertising , social media , ATT
Views: 91, Votes: 3, Responses: 0, Attachments: 1
+56 pts
$FB transition to sum-of-the-parts valuation likely to drive share outperformance
By mooreideas on Oct. 27, 2021, 12:17 p.m.
Tagged topics: valuations , digital advertising , big tech , sum-of-the-parts , Facebook Reality Labs
Views: 307, Votes: 11, Responses: 0, Attachments: 2
+41 pts
Defending $MGNI - it is not $FB or $SNAP
By labjordan on Oct. 26, 2021, 11:08 a.m.
Tagged topics: digital advertising , social media , ATT
Views: 229, Votes: 7, Responses: 0, Attachments: 2
+36 pts
$FB vs $SNAP - Differences and Similarities
By labjordan on Oct. 26, 2021, 11:05 a.m.
Tagged topics: digital advertising , social media , ATT
Views: 37, Votes: 4, Responses: 0, Attachments: 2
+62 pts
$FB - analysts believe Facebook #ATT largely priced in, #metaverse becoming the focus, recommend buying the dip
By labjordan on Oct. 26, 2021, 10:58 a.m.
Tagged topics: digital advertising , earnings results , IDFA , social media , ATT , buy the dip
Views: 261, Votes: 9, Responses: 1, Attachments: 14
+50 pts
$FB - Piper Sandler more cautious on Facebook's Direct Response advertiser exposure following $SNAP Q3 miss
By labjordan on Oct. 22, 2021, 11:46 a.m.
Tagged topics: digital advertising , App Tracking Transparency , earnings read through
Views: 237, Votes: 9, Responses: 1, Attachments: 2
+49 pts
$SNAP - #iOSPrivacyChanges impact likely worse than $FB $GOOGL and TWTR, but still just transitory
By labjordan on Oct. 22, 2021, 11:34 a.m.
Tagged topics: digital advertising , earnings miss , iOS privacy changes
Views: 229, Votes: 7, Responses: 2, Attachments: 8
+39 pts
$FB - Jefferies believes concerns on privacy changes and supply chain priced in, sees upside to street estimates
By mooreideas on Oct. 20, 2021, 12:11 p.m.
Tagged topics: digital advertising , big tech , Jefferies , upside to estimates , iOS privacy changes
Views: 175, Votes: 6, Responses: 0, Attachments: 2
+46 pts
$COIN - Oppenheimer says soon sending money abroad will be like sending a message, positive on $COIN support for $FB Novi
By ethonomics on Oct. 20, 2021, 11:37 a.m.
Tagged topics: cryptocurrency , fintech , Oppenheimer , cryptoeconomy
Views: 204, Votes: 4, Responses: 2, Attachments: 2
+41 pts
$SNAP - JP Morgan sees limited exposure to #iOS #privacychanges, checks indicate SNAP benefiting from $FB headwinds
By labjordan on Oct. 18, 2021, 2:28 p.m.
Tagged topics: digital advertising , earnings preview , JP Morgan , iOS privacy changes
Views: 244, Votes: 6, Responses: 0, Attachments: 2
+47 pts
6 Key Debates Heading into '22
By labjordan on Oct. 12, 2021, 2:04 p.m.
Tagged topics: digital advertising , ride share , eCommerce , Morgan Stanley , Metaverse
Views: 111, Votes: 5, Responses: 1, Attachments: 2
+52 pts
Goldman US Digital Advertising Q3 Preview
By rIsILAwr on Oct. 8, 2021, 5:42 p.m.
Tagged topics: digital advertising , earnings preview , Goldman Sachs
Views: 149, Votes: 9, Responses: 1, Attachments: 2
+49 pts
Morgan Stanley says a combo of well-funded consumer, inflation, and strong media spend driving unprecedented advertising growth
By labjordan on Oct. 7, 2021, 4:44 p.m.
Tagged topics: Consumer spending , digital advertising , analyst raises estimates , Morgan Stanley , media
Views: 547, Votes: 6, Responses: 0, Attachments: 2
+45 pts
$FB - JPM believes impact of #iOS App Tracking Transparency will be manageable
By puckerman17 on Oct. 7, 2021, 4:30 p.m.
Tagged topics: digital advertising , IDFA , JP Morgan , App Tracking Transparency , iOS privacy changes
Views: 316, Votes: 6, Responses: 1, Attachments: 2
+37 pts
Piper Sandler data shows teens are gaming less, streaming more, and prefer $SNAP, #iPhones and #Shein
By labjordan on Oct. 5, 2021, 12:59 p.m.
Tagged topics: analyst checks , streaming , gaming , eCommerce , social media , Piper Sandler , teens
Views: 213, Votes: 3, Responses: 0, Attachments: 10
+35 pts
$GOOGL $FB - Jefferies checks indicate Q3 ad spend nearly as strong as Q2, and Q4 outlook solid
By mooreideas on Oct. 4, 2021, 5:30 p.m.
Tagged topics: analyst checks , digital advertising , Jefferies
Views: 406, Votes: 3, Responses: 0, Attachments: 2
+64 pts
"Going Outside is Highly Overrated": #Metaverse Primer from Jefferies
By phenphen on Oct. 2, 2021, 5:56 p.m.
Tagged topics: video games , deep dive , disruptive technology , Jefferies , Metaverse
Views: 441, Votes: 7, Responses: 2, Attachments: 2
+65 pts
$FB - RBC deep dive says Facebook well positioned to transition into 'a fuller source of online utility'
By underdog on Oct. 1, 2021, 2:45 a.m.
Tagged topics: digital advertising , deep dive , big tech , RBC
Views: 481, Votes: 10, Responses: 4, Attachments: 2