Facebook's Treasure Trove Of Information?
by Milkweed
I don't short stocks except in TMF's CAPS (under a different older alias) stock picking competition where I wanted to red thumb Facebook (FB) right after the IPO. I got too cute holding out for a day or two hoping for a little more insanity and missed that opportunity. My thesis for red thumbing Facebook was simple; the market was pricing it like it was the next Google (GOOG) when in fact it was really the next Yahoo (YHOO). While its product may be great, its business of selling banner ads is mediocre at best, and has about the upside of Yahoo, and therefore Facebook should be valued similar to Yahoo. read more »
More on FB
Intel And Facebook Team To Open Source Data-Center Designs by TechCrunch
Facebook's Drop Following 'Graph Search' Announcement An Overreaction by Patrick_Smith
Has Facebook Lost 600,000 Users In The U.K.? Maybe Not by TechCrunch
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