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Why is Meta down 30% when it has no exposure to tariffs?
| Bateful toaster home | 04/08/25 |
| amethyst hairless stead | 04/08/25 |
| Bearded Beady-eyed Sandwich Orchestra Pit | 04/08/25 |
| aromatic range | 04/08/25 |
| Slimy mad-dog skullcap toilet seat | 04/08/25 |
| Passionate place of business | 04/08/25 |
| boyish internet-worthy dilemma | 04/08/25 |
| Slimy mad-dog skullcap toilet seat | 04/08/25 |
| Titillating bat-shit-crazy haunted graveyard school | 04/08/25 |
| Slimy mad-dog skullcap toilet seat | 04/08/25 |
| Peach Juggernaut Area | 04/08/25 |
| Slimy mad-dog skullcap toilet seat | 04/08/25 |
| shimmering internal respiration | 04/08/25 |
| Peach Juggernaut Area | 04/08/25 |
| mind-boggling salmon meetinghouse selfie | 04/08/25 |
| Amber heady hell partner | 04/08/25 |
| mind-boggling salmon meetinghouse selfie | 04/08/25 |
| bull headed immigrant karate | 04/08/25 |
| Alcoholic mediation church | 04/08/25 |
| Bateful toaster home | 04/08/25 |
| aromatic range | 04/08/25 |
| Emerald Stage Voyeur | 04/08/25 |
| Slimy mad-dog skullcap toilet seat | 04/08/25 |
| Appetizing Garnet Corner | 04/08/25 |
| Emerald Stage Voyeur | 04/08/25 |
| Appetizing Garnet Corner | 04/09/25 |
| greedy kitchen | 04/08/25 |
| Electric ticket booth | 04/08/25 |
| Electric ticket booth | 04/08/25 |
| Electric ticket booth | 04/09/25 |
| Bateful toaster home | 04/09/25 |
Poast new message in this thread
Date: April 8th, 2025 5:13 PM Author: Bateful toaster home (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828511) |
Date: April 8th, 2025 5:14 PM Author: amethyst hairless stead wait till europe tariffs services (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828513) |
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Date: April 8th, 2025 5:14 PM Author: Bearded Beady-eyed Sandwich Orchestra Pit 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) |
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Date: April 8th, 2025 5:19 PM Author: aromatic range (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828535) |
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Date: April 8th, 2025 5:21 PM Author: Slimy mad-dog skullcap toilet seat (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828550) |
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Date: April 8th, 2025 9:27 PM Author: Passionate place of business (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829331) |
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Date: April 8th, 2025 9:28 PM Author: boyish internet-worthy dilemma 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) |
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Date: April 8th, 2025 10:19 PM Author: Slimy mad-dog skullcap toilet seat (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829513) |
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Date: April 8th, 2025 10:16 PM Author: Titillating bat-shit-crazy haunted graveyard school (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829507) |
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Date: April 8th, 2025 10:19 PM Author: Slimy mad-dog skullcap toilet seat (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829511) |
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Date: April 8th, 2025 5:14 PM Author: Peach Juggernaut Area 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) |
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Date: April 8th, 2025 10:20 PM Author: Slimy mad-dog skullcap toilet seat idiot (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829515) |
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Date: April 8th, 2025 5:17 PM Author: shimmering internal respiration (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828529) |
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Date: April 8th, 2025 5:18 PM Author: Peach Juggernaut Area 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) |
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Date: April 8th, 2025 5:19 PM Author: mind-boggling salmon meetinghouse selfie 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) |
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Date: April 8th, 2025 5:20 PM Author: Amber heady hell partner 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) |
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Date: April 8th, 2025 5:21 PM Author: mind-boggling salmon meetinghouse selfie they can go chug a bag of dicks then (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828548) |
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Date: April 8th, 2025 5:20 PM Author: bull headed immigrant karate it hurts grey market sneaker sales which lowers fb marketplace revenue (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828538) |
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Date: April 8th, 2025 5:31 PM Author: Alcoholic mediation church (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828577) |
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Date: April 8th, 2025 8:00 PM Author: Bateful toaster home (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829087) |
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Date: April 8th, 2025 7:18 PM Author: aromatic range 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 |
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Date: April 8th, 2025 10:23 PM Author: Emerald Stage Voyeur 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 |
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Date: April 8th, 2025 10:25 PM Author: Slimy mad-dog skullcap toilet seat (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829532) |
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Date: April 8th, 2025 11:06 PM Author: Appetizing Garnet Corner 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) |
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Date: April 8th, 2025 11:43 PM Author: Emerald Stage Voyeur 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) |
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Date: April 9th, 2025 10:14 AM Author: Appetizing Garnet Corner ty (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48830722) |
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Date: April 8th, 2025 11:09 PM Author: greedy kitchen 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) |
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Date: April 8th, 2025 11:10 PM Author: Electric ticket booth Ad spend is easiest thing to cut (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829645) |
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Date: April 8th, 2025 11:11 PM Author: Electric ticket booth Senator, we sell ads (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48829647) |
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Date: April 9th, 2025 9:33 AM Author: Electric ticket booth (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48830550) |
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Date: April 9th, 2025 9:56 AM Author: Bateful toaster home (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48830626) |