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I don’t use Facebook and greatly dislike the company but I completely agree with your analysis and think that’s a very common thought process to have. It’s a va
by propman 8y ago
I don’t use Facebook and greatly dislike the company but I completely agree with your analysis and think that’s a very common thought process to have. It’s a value play that has outrageous growth potential not to mention the best talent in the world, a huge pile of cash to acquire any competition, and absurdly low expenses. It’s well diversified now too with Instagram (worth over $100B and growing in ad revenue and users), WhatsApp (barely even monetized and the primary mode of communication in Europe and India), FB which wheathered the greatest political storm (simultaneous data plus Europe privacy) it’ll likely face without a dip in users in NA, and it has multiple other moonshot type plays that are likely to play out. It’s growing significantly faster than MSFT and GOOGL with comparable p/e. I can’t name a single growth stock that’s safer to invest in.