The WSJ headline underscores the opportunity and the article perfectly explains it - Facebook is completely non-agressive in how they're monetizing their ad inv

The WSJ headline underscores the opportunity and the article perfectly explains it - Facebook is completely non-agressive in how they're monetizing their ad inventory. The fact that they are printing money with tiled CPC ads is crazy, the day that they switch to agressive pursuit of that inventory, start leveraging user data, etc . . . wow, I can't even compute. Do not believe people who tell you that social media inventory isn't worth as much as other types of display - I know more than a handful of people that are seeing 3 - 4x returns on Facebook's platform which suggests that FB is UNDER charging for inventory, and that's with an essentially weak platform. It reminds me of the good old days of Overture, early Google AdWords, etc. Facebook is spot-on to be doing what they're doing: keep build market share over all else - I actually believe Zuck is trying to keep their ad-platform "non evil", but oncethey go public it's going to be a different game.