|
@CharlieZvible | |||||
|
$FB
Ad load full
Time spent not growing (mix adjusted)
Privacy going the wrong way
Either CPMs 🚀 or FB slows pic.twitter.com/zLwW6LJbZx
|
||||||
|
||||||
|
MI Capital
@MIcapital2
|
30. sij |
|
TBH, I've thought this for about 2 years but they keep putting up pretty solid revenue growth (500bps of sequential growth decel this Q be damned). Question is, what's good enough for this stock and what does LSD-MSD decel for 1Q mean?
|
||
|
|
||
|
Charlie Zvibleman
@CharlieZvible
|
30. sij |
|
Can’t break the 20% barrier, right?!
|
||
|
|
||
|
mspacey
@mspacey4415
|
30. sij |
|
They got the audience. Can keep bringing out new products..
|
||
|
|
||
|
Charlie Zvibleman
@CharlieZvible
|
30. sij |
|
Yep. I’d guess a gap between disappointment / peaking of ads bus and new products being large enough to matter... but Zuck v good so maybe he’ll surprise me
|
||
|
|
||