OFFICIAL Facebook IPO Thread
- Thread starter guerilla
- Start date
Oh ok. Wow good move.. unless you wanted in for the long haul.. and even then prob a good move.
Here is the break down for those that are interested. This shows at what prices I purchased and sold at:
http://www.wickedfire.com/members/goingviral101.html
http://www.wickedfire.com/members/goingviral101.html
Here is the break down for those that are interested. This shows at what prices I purchased and sold at:
http://www.wickedfire.com/members/goingviral101.html
Which stock was from the Wash sale? Was that zanga?
Edit: sorry didnt see it at top of the chart. When had you originally bought that? Or had you been buying it for a while?
until they come out with their own display network to rival google, we can't really firmly estimate how well it's going to do. They seem to want to try and monetize mobile before going the display network direction, which if true I find to be a major misstep for them. I think they should go the direction of what you linked to in these posts.
mGrunin that's fucked up man. Seems that you lost more money with FriendFinder and Zynga than you did with FB though. 3 "supposedly" promising companies. Damn.
Here is the break down for those that are interested. This shows at what prices I purchased and sold at:
damn I hope the rest of your portfolio don't look like that man.
I wouldn't invest in stocks just because you work in the industry. . . or because of the hype surrounding the stock.
I see very few friends asking "what should I buy" or "where should I buy" on fb. In fact, most of my friends are afraid to post big ticket items to fb, for fear of their friends getting jealous. People are inherently more happy to discuss purchases with strangers, than openly with their friends/family/coworkers/etc... You might also end up with friends getting offended that you didn't take their advice, especially if there is an "I told you so" moment afterwards. It's not like fb is going to suddenly start using product recognition in images to serve you affiliate links - "Alex bought a new Mercedes, you've been pre-approved to get one too!"
About the only thing that is truly socially acceptable to post to fb, are deals that your friends could take advantage of - and we all know how little a cheapass is worth (groupon users ftl).
Personally, I'd rate my trust of reviews from different sources in the following order (first is the most trust):
Amazon
Yelp
Relevant forum
Irrelevant forum
Pinterest (if I had tits)
Twitter user I "know"
Foursquare
Even if I trusted a friend on fb, I'd still likely look to another source to validate the review.
Don't agree with me? Go look at your wall - do you see any purchase call-to-actions? The only one on mine right now is for a fucking "Suzuki Swift". The turd-monkeys at fb aren't even serving me US ads...
Facebook advertising vs. Google display network
This is a specific comparison of the display advertising capabilities of Facebook against only the display advertising component of Google's business (The Google Display Network), which makes up roughly 20% of Google’s total advertising business. The Google Display Network allows advertisers to place contextual ads on a network of sites across the Internet (including Google properties like YouTube, Blogger and Gmail as well as over 2 million other participating sites), rather than in the search results.
We’ve known for some time that Facebook ads have poor engagement. In fact, they have an average click-through rate of .05 percent, which is almost 10 times worse than Google’s display ad network. That means that for every thousand viewers, precisely half a person will click on your Facebook ad.
“The second problem is ad targeting,” Kim said. “Facebook is really, really good at identifying demographics and interests, but not very good at deciphering intent.” In other words: Facebook knows who you are, but it doesn’t know very much about what you want right now. As Kim says, “Just because you like cars doesn’t mean you’re ready to buy a car today.”
http://venturebeat.com/2012/05/16/facebook-ads-really-that-bad/
This is a specific comparison of the display advertising capabilities of Facebook against only the display advertising component of Google's business (The Google Display Network), which makes up roughly 20% of Google’s total advertising business. The Google Display Network allows advertisers to place contextual ads on a network of sites across the Internet (including Google properties like YouTube, Blogger and Gmail as well as over 2 million other participating sites), rather than in the search results.
We’ve known for some time that Facebook ads have poor engagement. In fact, they have an average click-through rate of .05 percent, which is almost 10 times worse than Google’s display ad network. That means that for every thousand viewers, precisely half a person will click on your Facebook ad.
“The second problem is ad targeting,” Kim said. “Facebook is really, really good at identifying demographics and interests, but not very good at deciphering intent.” In other words: Facebook knows who you are, but it doesn’t know very much about what you want right now. As Kim says, “Just because you like cars doesn’t mean you’re ready to buy a car today.”
http://venturebeat.com/2012/05/16/facebook-ads-really-that-bad/
Thread derail alert. This is not about the stock but about the facebook future..
The valuation of Facebook based on the "near future earnings" maybe way off, but it might be a gamble that may pay off in the far future..
Facebook is a Big subset of the internet, wherever everyone is somehow connected.
I would like to fantasize about the notion that facebook IS the internet.
1)
Intent based marketing is very recent, and I think we shouldn't even compare it with google for time being. Because google derives that intent from search.
But what if facebook implements search in a different way. In some way you have never thought of? Search on facebook today is way off, but as and when they do, and when they have the critical mass of real votes for "each search term", then they will kill normal search too.
Because google bases its search algorithm on votes. Votes which is easy to manipulate. Google have realized that facebook has is now at a better position to analyze those votes. And hence the failed and desperate attempt at pushing plus.
In one swoop, all those search traffic will belong to facebook.
Will facebook do it? Maybe, maybe not.. But it won't stop a smart guy from coming up with something.. They do have a Platform, which again has a huge potential if they are to become serious about.. Like iPhone apps, and force.com
The only thing that is stopping FB from growing its App business that they don't have a good monetization incentive for app developers like iphone and force.
If facebook start to even share the ad revenue from facebook ads for apps, there will be tons of useful apps. But they have been pretty anti-apps, like forcing Zynga to use FB credits, banning adsense etc... But they will make it right someday...
They don't need to put the FB ads outside facebook. They should just let the app developers use it... Because you can have FB as as well as banners in that small App real estate...
If you have played around with any apps, then you would have realized how easy it is to get it viral.. WAY tooo easier than SEO...
I think, instead of debating if 20 is the right price or 25 is the right price, you should be thinking of ways to leverage the power of facebook... 300-400 Million Active users that you can target based on interests is no joke... (the other 300-400 might be inactive or game accounts.. oh but even game accounts are real people)
It is a Gold mine out there bros.. And That ZuckMan is a very smart...
Lots of smart people have made a lot of money piggy backing on facebook.... Just think about it.. look at Zoosk and badooo, I won't even mention Zynga.. You can replicate every damn web site and application on facebook and bank off it... That is what you should all be thinking...
Fuck the damn stock market... Fuck the valuation.. Just think of what you can do with facebook....
Damn, even a facebook page can drive more traffic than SEO on many many niches... And intent or no intent, my ROI from FB pages have been way off the charts..
This is very very exciting times for me..... My problem now is prioritizing which ideas to implement first..
And Knock on wood, we have a new app targeted at webmasters coming up very well... I am just waiting for Mark Zuckerberg to open up facebook ads for app developers...
The valuation of Facebook based on the "near future earnings" maybe way off, but it might be a gamble that may pay off in the far future..
Facebook is a Big subset of the internet, wherever everyone is somehow connected.
I would like to fantasize about the notion that facebook IS the internet.
1)
Intent based marketing is very recent, and I think we shouldn't even compare it with google for time being. Because google derives that intent from search.
But what if facebook implements search in a different way. In some way you have never thought of? Search on facebook today is way off, but as and when they do, and when they have the critical mass of real votes for "each search term", then they will kill normal search too.
Because google bases its search algorithm on votes. Votes which is easy to manipulate. Google have realized that facebook has is now at a better position to analyze those votes. And hence the failed and desperate attempt at pushing plus.
In one swoop, all those search traffic will belong to facebook.
Will facebook do it? Maybe, maybe not.. But it won't stop a smart guy from coming up with something.. They do have a Platform, which again has a huge potential if they are to become serious about.. Like iPhone apps, and force.com
The only thing that is stopping FB from growing its App business that they don't have a good monetization incentive for app developers like iphone and force.
If facebook start to even share the ad revenue from facebook ads for apps, there will be tons of useful apps. But they have been pretty anti-apps, like forcing Zynga to use FB credits, banning adsense etc... But they will make it right someday...
They don't need to put the FB ads outside facebook. They should just let the app developers use it... Because you can have FB as as well as banners in that small App real estate...
If you have played around with any apps, then you would have realized how easy it is to get it viral.. WAY tooo easier than SEO...
I think, instead of debating if 20 is the right price or 25 is the right price, you should be thinking of ways to leverage the power of facebook... 300-400 Million Active users that you can target based on interests is no joke... (the other 300-400 might be inactive or game accounts.. oh but even game accounts are real people)
It is a Gold mine out there bros.. And That ZuckMan is a very smart...
Lots of smart people have made a lot of money piggy backing on facebook.... Just think about it.. look at Zoosk and badooo, I won't even mention Zynga.. You can replicate every damn web site and application on facebook and bank off it... That is what you should all be thinking...
Fuck the damn stock market... Fuck the valuation.. Just think of what you can do with facebook....
Damn, even a facebook page can drive more traffic than SEO on many many niches... And intent or no intent, my ROI from FB pages have been way off the charts..
This is very very exciting times for me..... My problem now is prioritizing which ideas to implement first..
And Knock on wood, we have a new app targeted at webmasters coming up very well... I am just waiting for Mark Zuckerberg to open up facebook ads for app developers...
Woah you mean someone else is developing stuff for facebook????? :2gunsfiring_v1: damn competition
The more the merrier.. I have like 10 ideas to implement.. Will do a case study if the first one is a success... or when any of the others succeed..
I think Apps will drive the future of FB.. I was discussing with my partner, that we should try to index FB content on our own like tweetmeme and have an app for search... That won't happen as a first priority as it looks like a big project, but our mission is to make great apps that will make facebook more user friendly.. all within an iframe
But we sure are indexing our own content...
Oh, you better believe in that connection.
America's Most Unwanted - Slope Of Hope with Tim Knight
Google+, Wave, etc. can flop forever - but one thing is certain: Google figured out revenue generation before they went public.
F. Scott Fitzgerald wrote that there are no second acts in American lives - to me, in today's online space, that quote describes how difficult it is for a wildly successful online company to make "it" happen twice.
The likelihood of a new, ass-saving Facebook tweak that will derive huge revenue to justify a $100 or even a $25 billion valuation is dim.
I'm not investing in Facebook to wait on a "what if" factor, not at $20/$30/$40 a share, anyway.
Big ass bust, that FB. MZ, though, he made his money. (And won't even spring for a tip on his honeymoon! Just as I wouldn't do business with a guy like that in my humble circle ... )