Why Facebook Must Expand Or Fail
by Kyle Spencer
When it comes to Facebook (FB), few (if any) of the investment theses I've read bother to take into account what we know about social behavior. Compared to companies like Exxon and Procter & Gamble, social networks spring up overnight and unravel twice as fast. The metrics most analysts focus on, such as CTR, Monthly Active Users (MAU), Daily Active Users (DAU) are lagging indicators that can leave you holding the check if users make a run for the door. read more »
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