The most prestigious law school admissions discussion board in the world.
|
 |
 
|
Why is Meta down 30% when it has no exposure to tariffs?
| Heady gaming laptop den | 04/08/25 |
| Wine Box Office | 04/08/25 |
| Frum concupiscible national | 04/08/25 |
| Aqua death wish step-uncle's house | 04/08/25 |
| embarrassed to the bone wonderful elastic band | 04/08/25 |
| Aggressive Demanding Masturbator Theatre | 04/08/25 |
| green passionate son of senegal | 04/08/25 |
| embarrassed to the bone wonderful elastic band | 04/08/25 |
| Floppy confused old irish cottage church building | 04/08/25 |
| embarrassed to the bone wonderful elastic band | 04/08/25 |
| Titillating New Version Private Investor | 04/08/25 |
| embarrassed to the bone wonderful elastic band | 04/08/25 |
| Light supple heaven trust fund | 04/08/25 |
| Titillating New Version Private Investor | 04/08/25 |
| erotic sneaky criminal french chef | 04/08/25 |
| shaky flatulent sanctuary | 04/08/25 |
| erotic sneaky criminal french chef | 04/08/25 |
| silver aromatic school cafeteria | 04/08/25 |
| 180 abode | 04/08/25 |
| Heady gaming laptop den | 04/08/25 |
| Aqua death wish step-uncle's house | 04/08/25 |
| Blue kitty boltzmann | 04/08/25 |
| embarrassed to the bone wonderful elastic band | 04/08/25 |
| Sepia brunch really tough guy | 04/08/25 |
| Blue kitty boltzmann | 04/08/25 |
| Sepia brunch really tough guy | 04/09/25 |
| sadistic multi-colored hissy fit | 04/08/25 |
| Diverse Obsidian Menage Pozpig | 04/08/25 |
| Diverse Obsidian Menage Pozpig | 04/08/25 |
| Diverse Obsidian Menage Pozpig | 04/09/25 |
| Heady gaming laptop den | 04/09/25 |
Poast new message in this thread
Date: April 8th, 2025 5:13 PM Author: Heady gaming laptop den (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828511) |
Date: April 8th, 2025 5:14 PM Author: Wine Box Office wait till europe tariffs services (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828513) |
|
Date: April 8th, 2025 5:14 PM Author: Frum concupiscible national products more expensive --> less people buy products --> economy is slower --> companies cut back on ad spending --> advertise less on instagram/Facebook (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828516) |
 |
Date: April 8th, 2025 5:19 PM Author: Aqua death wish step-uncle's house (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828535) |
|
Date: April 8th, 2025 5:21 PM Author: embarrassed to the bone wonderful elastic band (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828550) |
|
Date: April 8th, 2025 9:27 PM Author: Aggressive Demanding Masturbator Theatre (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829331) |
|
Date: April 8th, 2025 9:28 PM Author: green passionate son of senegal that and people panic selling are selling lots of mutual funds and ETFs that meta is a big chunk of (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829333) |
|
Date: April 8th, 2025 10:19 PM Author: embarrassed to the bone wonderful elastic band (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829513) |
|
Date: April 8th, 2025 10:16 PM Author: Floppy confused old irish cottage church building (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829507) |
|
Date: April 8th, 2025 10:19 PM Author: embarrassed to the bone wonderful elastic band (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829511) |
|
Date: April 8th, 2025 5:14 PM Author: Titillating New Version Private Investor Almost as if this is just a big fraud manufactured crash engineered by libs to generate bad press hmmm (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828517) |
|
Date: April 8th, 2025 10:20 PM Author: embarrassed to the bone wonderful elastic band idiot (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829515) |
|
Date: April 8th, 2025 5:17 PM Author: Light supple heaven trust fund (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828529) |
|
Date: April 8th, 2025 5:18 PM Author: Titillating New Version Private Investor Also, lower purchasing power means less consumer goods purchases which means less and revenue (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828531) |
|
Date: April 8th, 2025 5:19 PM Author: erotic sneaky criminal french chef it's a fucking website and probably all their servers and shit are already overseas (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828532) |
|
Date: April 8th, 2025 5:20 PM Author: shaky flatulent sanctuary They bought like $200 billion worth of chips for AI shit the last few years (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828545) |
|
Date: April 8th, 2025 5:21 PM Author: erotic sneaky criminal french chef they can go chug a bag of dicks then (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828548) |
|
Date: April 8th, 2025 5:20 PM Author: silver aromatic school cafeteria it hurts grey market sneaker sales which lowers fb marketplace revenue (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828538) |
|
Date: April 8th, 2025 5:31 PM Author: 180 abode (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48828577) |
|
Date: April 8th, 2025 8:00 PM Author: Heady gaming laptop den (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829087) |
|
Date: April 8th, 2025 7:18 PM Author: Aqua death wish step-uncle's house i had 500 shares of meta which i bought in 2023 lows
trimmed 250 of it, letting the rest ride
meta is going to get gang banged for at least a few years thanks to reduced ad spending |
|
Date: April 8th, 2025 10:23 PM Author: Blue kitty boltzmann No stocks are completely impervious to indiscriminate selling. companies aren't cutting ad spend on meta so long as they remain in business
I continue to think meta is the overall best public company in america in terms of economics. It's like what a bunch of finance professors would create in a lab |
|
Date: April 8th, 2025 10:25 PM Author: embarrassed to the bone wonderful elastic band (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829532) |
|
Date: April 8th, 2025 11:06 PM Author: Sepia brunch really tough guy Can you elaborate on the last part? Intuitively that sounds correct, but what exactly would make it a perfect company for finance profs (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829637) |
|
Date: April 8th, 2025 11:43 PM Author: Blue kitty boltzmann Enormous moat - online ads are a permanent duopoly. No one other than Google comes close in terms of return on ad spend
High gross margins. This isn't a car company - they almost nothing for every incremental dollar of revenue
Low capex/huge cash flows - they can invest almost nothing in the core ad business.
Explosive growth - they somehow still grow 20% per annum by finding new ways to monetize growing base of daily active users
High upside bets on AR/VR and AI made by a world class capital allocator. Mark Zuckerberg has plenty of flaws but making $$$$$ isn't one of them. Just buying Instagram for $1 billion puts him in the CEO hall of fame imo
Compare this story to like Tesla (cut throat competitive industry that's super capital intensive and potentially saturated) |
|
Date: April 9th, 2025 10:14 AM Author: Sepia brunch really tough guy ty (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48830722) |
|
Date: April 8th, 2025 11:09 PM Author: sadistic multi-colored hissy fit Understand something very clear that the "reasoning" behind any of this doesn't matter and never does. The bubble is popping. What popped it and why and the exposure to it are irrelevant. It's all coming down. (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829642) |
|
Date: April 8th, 2025 11:10 PM Author: Diverse Obsidian Menage Pozpig Ad spend is easiest thing to cut (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829645) |
|
Date: April 8th, 2025 11:11 PM Author: Diverse Obsidian Menage Pozpig Senator, we sell ads (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48829647) |
|
Date: April 9th, 2025 9:33 AM Author: Diverse Obsidian Menage Pozpig (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48830550) |
|
Date: April 9th, 2025 9:56 AM Author: Heady gaming laptop den (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2:#48830626) |