Thursday, January 31, 2013

FB: Facebook Remains A Short For 2 Prime Reasons

Facebook Remains A Short For 2 Prime Reasons
by Stone Fox Capital

After the close on Wednesday, Facebook (FB) reported earnings for Q4 2012 that generally beat expectations of the market. Investors though need to be careful; the company is still focused on monthly active users (MAU) and not total usage. The real story isn't the monetization of active users, but rather the ability to keep those users active on the platform. The market isn't telling that story. read more »

More on FB

Facebook's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Facebook's Q4 Revenue Rises 40% To $1.59B, Shares Down Slightly In After-Hours by TechCrunch

Whisper Number Impact: Earnings Preview For Facebook by WhisperNumber

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Zynga Fourth Quarter Earnings Preview by Justin Giles

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