Twitter | Pretraživanje | |
Charlie Zvibleman
Ad load full Time spent not growing (mix adjusted) Privacy going the wrong way Either CPMs 🚀 or FB slows
Reply Retweet Označi sa "sviđa mi se" More
MI Capital 30. sij
Odgovor korisniku/ci @CharlieZvible
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?
Reply Retweet Označi sa "sviđa mi se"
Charlie Zvibleman 30. sij
Odgovor korisniku/ci @MIcapital2
Can’t break the 20% barrier, right?!
Reply Retweet Označi sa "sviđa mi se"
mspacey 30. sij
Odgovor korisniku/ci @CharlieZvible
They got the audience. Can keep bringing out new products..
Reply Retweet Označi sa "sviđa mi se"
Charlie Zvibleman 30. sij
Odgovor korisniku/ci @mspacey4415
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
Reply Retweet Označi sa "sviđa mi se"