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Why is Meta down 30% when it has no exposure to tariffs?
| Cerebral toaster point | 04/08/25 |
| Comical Maniacal Home Becky | 04/08/25 |
| Anal Mood Community Account | 04/08/25 |
| yellow trust fund | 04/08/25 |
| spectacular cruel-hearted hissy fit dragon | 04/08/25 |
| razzmatazz bull headed market prole | 04/08/25 |
| Curious pit degenerate | 04/08/25 |
| spectacular cruel-hearted hissy fit dragon | 04/08/25 |
| lascivious amber station | 04/08/25 |
| spectacular cruel-hearted hissy fit dragon | 04/08/25 |
| Talented Slate Meetinghouse Coldplay Fan | 04/08/25 |
| spectacular cruel-hearted hissy fit dragon | 04/08/25 |
| Judgmental idiot parlor | 04/08/25 |
| Talented Slate Meetinghouse Coldplay Fan | 04/08/25 |
| bateful incel | 04/08/25 |
| wine casino | 04/08/25 |
| bateful incel | 04/08/25 |
| Mischievous filthy heaven wagecucks | 04/08/25 |
| indecent church building | 04/08/25 |
| Cerebral toaster point | 04/08/25 |
| yellow trust fund | 04/08/25 |
| Glittery startled water buffalo ape | 04/08/25 |
| spectacular cruel-hearted hissy fit dragon | 04/08/25 |
| Copper fluffy rehab headpube | 04/08/25 |
| Glittery startled water buffalo ape | 04/08/25 |
| Copper fluffy rehab headpube | 04/09/25 |
| Violent church | 04/08/25 |
| dun territorial circlehead generalized bond | 04/08/25 |
| dun territorial circlehead generalized bond | 04/08/25 |
| dun territorial circlehead generalized bond | 04/09/25 |
| Cerebral toaster point | 04/09/25 |
Poast new message in this thread
Date: April 8th, 2025 5:13 PM Author: Cerebral toaster point (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48828511) |
Date: April 8th, 2025 5:14 PM Author: Comical Maniacal Home Becky 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: Anal Mood Community Account 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: yellow trust fund (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: spectacular cruel-hearted hissy fit dragon (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: razzmatazz bull headed market prole (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: Curious pit degenerate 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: spectacular cruel-hearted hissy fit dragon (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: lascivious amber station (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: spectacular cruel-hearted hissy fit dragon (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: Talented Slate Meetinghouse Coldplay Fan 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: spectacular cruel-hearted hissy fit dragon 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: Judgmental idiot parlor (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: Talented Slate Meetinghouse Coldplay Fan 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: bateful incel 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: wine casino 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: bateful incel 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: Mischievous filthy heaven wagecucks 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: indecent church building (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: Cerebral toaster point (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: yellow trust fund 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: Glittery startled water buffalo ape 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: spectacular cruel-hearted hissy fit dragon (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: Copper fluffy rehab headpube 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: Glittery startled water buffalo ape 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: Copper fluffy rehab headpube 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: Violent church 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: dun territorial circlehead generalized bond 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: dun territorial circlehead generalized bond 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: dun territorial circlehead generalized bond (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: Cerebral toaster point (http://www.autoadmit.com/thread.php?thread_id=5707605&forum_id=2#48830626) |