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FB

+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
FB

+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
SNAP , FB , GOOGL

+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
FB

+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
MGNI , FB , SNAP

+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
FB , SNAP

+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
FB , SNAP , AAPL , GOOGL

+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
FB , SNAP

+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
SNAP , FB , GOOGL , TWTR

+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
FB

+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
COIN , FB

+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
SNAP , FB

+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
FB , GOOGL , SNAP , AMZN , FTCH , UBER , ATVI , COMP

+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
GOOGL , SNAP , FB , PINS , TWTR

+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
FB , GOOGL , SNAP , FOXA , LAMR

+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
FB

+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
NVDA , AAPL , NFLX , GOOGL , AMZN , SNAP , FB , BYND

+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
GOOGL , FB

+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
ATVI , EA , RBLX , TTWO , WMG , FB , SNAP , FNKO , HAS , MAT

+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
FB

+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