Get started

FB

Facebook earnings potential - small business boom and bustI'm in the marketing industry, so this post is coming directly from experience. Facebook/Instagram marketing is severely underusesd in the sectors that would most benefit from it. Even if we account for recent problems in the market and the purchasing power of people, I see the demand at least doubling in the next 2 years. In fact, from my accumulated basket of about 300 clients (we produce web shops and business web pages for them), about 120 have businesses that would, in my opinion, greatly benefit from Meta advertising. Out of those 120 businesses, only 10 are using our services in the Meta department. About 20 more are using Google Ads services. My opinion is that for many of these businesses, Meta advertising is becoming a better opportunity than Google Ads. When used correctly, Meta is significantly more successful in finding customers per $ invested. (About 2:1 compared to Google). This doesn't mean that Meta will win over Google, because this only accounts for businesses I would call "eligible for Meta advertising". But, what it does show is that less than 10% of businesses that could benefit from Meta, are using that opportunity. So why not 10x increase then? At the moment, I'm taking into account the fact that this can't grow into infinity and that Meta platforms could get crowded with ads. But, another factor that could (and probably will) fix this is competition among advertisers. From my experience, about 80% of my competition will be wiped out in the next 5 years. They are severely underusing Facebook potential, and the only reason it still works for them is that there isn't much competition like my company. I am deriving this conclusion from a combination of the insight into our old clients who went to someone else for stupid reasons, and my estimate on the quality of Pixel tracking from websites that are using Meta ads. This conclusion could easily lead to more than 2x increase, by the following mechanism. First, we will see a large inflow of small businesses into a low competitive market. This will already cause a massive infow of money, but will also make Meta more crowded. This will increase the price of ads and small businesses with bad marketing companies will slowly start to die off as advertising prices drive them out of the profitable zone. Meanwhile, better advertisers will be increasing their ad spending by advertising fewer companies that are slowly growing larger over time. This will greatly compensate for the loss of retail customers. So, after this, we will see another boom and bust in small retail sector, followed by the boom in emerging companies that grew larger and larger through the guidance of a few competent marketing companies. Time periods for all of these events are unclear, the only time period that I'm 90% sure about is the retail boom during the next 2 years, driven by inflation, useless jobs, increase in small businesses, high real estate prices, and lower costs of running online businesses. 80% of those small businesses will slowly start dying after this 2-year boom is over.
FLong
by josip
FACEBOOK(Meta) Massive Support! Buy! Hello,Traders! FACEBOOK shares collapsed recently And the stock was down by 56% recently However, the downward spiral might be over soon Firstly, because FB at -56% off is a great deal And secondly because the price is about to retest A massive long-term rising trend-line From where I am expecting a bullish correction With the upside target being the horizontal resistance above Buy! Like, comment and subscribe to boost your trading! See other ideas below too!
FLong
by TopTradingSignals
13
XLC trade for Meta and Alphabet exposureUsing XLC ETF to get exposure to Meta and Alphabet which is 40% of the fund. Taking advantage of the 61% drop from it's highs in Aug-Sep 2021, eventually the trend will change considering lower leverage of FB and GOOGL which is steady at 1.3 times it's Common Stock. FB has profit margin of 33% in 2021 which is high and has been fairly steady since 2017. Although ROE is sitting at 32% and 30% respectively for FB and GOOGL, the low leverage adds to its attractiveness. Considering we're entering a bear market, fundamentals are playing a key role in these growth stocks.
AMEX:XLCLong
by ashpat86
FB - Even Deeper Correction, Another 60% Drop?With poor earnings report in the first quarter of 2022 and downbeat forecast for the second quarter, rising competition from TikTok - can we expect even further fall for Meta Platforms ? Fundamental indicators: Revenue and Profits - consistently strong growth up until now but 2022 may be the first year when the rate slows down which is putting investors off at the moment Profit margin - impressive 31% last year but will be reducing with growing CAPEX for Metaverse P/E - already reasonable ration at 16x Liabilities - no problems with debt Technically: Following IPO back in 2012 Meta has enjoyed explosive growth cycle which has culminated in September 2021 All of this movement can be marked as an initial 5 wave impulse and now we are observing the development of the global second wave which is normally very deep and rapid The structure of the second wave is very likely to be an ABC zigzag where waves A and B have already completed Waves 1 to 3 of C have already formed and fourth is taking shape as a Running Flat The fact that this correction is tilted in the direction of trend, i.e. Running, the fifth wave can be quite aggressive and reach circa $96 which represents 0.786 Fibonacci retracement of the global wave 1, or possibly even deeper What do you think about Meta Platforms and its future? Please share your thoughts in the comments and like this idea if you would like to see more stocks analysed using Elliott Waves. Thanks
FShort
by vitalalyt
2
$AAPL $FB $SPY $QQQ I OptionsSwing WatchlistAAPL 1M I AAPL is barely holding the uptrend on the monthly chart. It looks bearish below $150. AAPL moved lower last week after reporting earnings. FB 1M I FB managed to hold the uptrend on the monthly chart after it beat earnings last week. $170 seems like a strong support level while $220 is resistance. QQQ 1D I QQQ is testing March lows as the overall tech sector remains weak. After the biggest tech players reported earnings last week we saw many fade after ER. SPY 1D I SPY is testing the lows from March. The overall trend remains to the downside as the market leaders have disappointed after reporting earnings.
FShort
by optionsswing