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Facebook Ads Partner: Facebook Had a Good Quarter
http://www.insidefacebook.com/2013/10/25/3q-digital-facebooks-unpublished-post-ads-better-targeting-options-made-for-successful-quarter/
Still not sure how they're going to fund the acquisitions.
DoubleClick integrated FBX because they were losing advertisers to Facebook.
Got it, thanks!
Got it, thanks!
No where does it say he became CEO of Cap. Can you back that up?
Still got my 10k shares from $21.50. :)
Revenue drivers yet to be released or fully capitalized:
1) Video ads on Facebook mobile app and Instagram
2) Mobile ad network (using Facebook level targeting (gender, location, marriage status, religion, music, movies, parent vs child vs grandparent, birthday, etc etc etc) to run ads on other 3rd party apps). This is the equivalent to Google Admob (thier mobile ad network). Estimates are that Admob is a 8b a year business.
3) Parse.com (Facebook owns Parse). Powering 100k mobile apps.
4) Acquisition of Onavo. HUGE. Everyone in mobile advertising uses Onavo for their data reports. Richest user data in the world since their app creates a data proxy between phone and carrier. Example: On your phone you goto Google.com. Your phone actually goes through Onavo servers, THEN to AT&T, then to Google.com. This data is a goldmine.
5) Google DoubleClick to allow advertisers to buy Facebook Ads directly in their product. DoubleClick is the largest ad managing service for ad agencies.
Prediction: $72 pps by Mid-December, $100 after Q4 earnings beat.
Facebook POWERS 100k Mobile Apps: Parse.com
Remember, Facebook owns Parse.com, the top platform for powering mobile apps. This is a sleeper for Facebook and establishes a longterm defensibility.
Everyone in this industry knows: He who owns the developer, owns the keys to the future.
https://parse.com/customers/gallery
OK, but you also claimed Anthium (or Capsalus) was in Stakool? Is that not true? That's a big claim.
Sorry what? Anthium is on the STKO board? What does that have to do with Capsalus and KQ?
You said, "Kevin Quirk founded White Hat! It was sold to anthium for $30 million and anthium is part of Stakool"
I see 0 proof of this. I see Mach One acquired White Hat Brands, and Mach One was renamed into Capsalus. Nothing about Anthium or that Anthium is part of Stakool.
Can you back this up somehow?
Right, Mach One was rebranded into Capsalus. Not sure where you guys are getting Anthium?
"The past 15 months have been a period of significant corporate activity at Capsalus (renamed from
Mach One in October 2010)"
http://www.capsalus.com/sites/default/files/uploads/Capsalus_Corp_Initiation_Research_Report.pdf
I thought Mach One acquired White Hat Brands and later Mach One became Capsulas.
http://www.capsalus.com/portfolio/white-hat-brands
http://www.capsalus.com/about/management-team/bios (nothing about Kevin here)
I'm in mobile advertising. Work for a top 4 company.
VELT and MM declines are a direct result of FB coming into mobile.
Just got a shared google doc
I was about to sell all my shares. But I'm not going to. I believe in this company. I believe their mobile ad network is going to provide huge revenues, Instagram video ads will crush expectations, and mobile revenue on Facebook alone will continue to beat.
I'm long. Dips are part of the game. Strong hands.
$60 after earnings!
You can ways wait for the next Pawson scam. Not me. I'm out.
Twitter $TWTR has roughly 215 million monthly active users. The top 3 Facebook apps combined have more
Nope. Just know the whole industry is going gang busters based on public knowledge.
Well, I work in mobile advertising. Lets just say I'm LONG.
No such thing as a "secure" phone. What are you smoking?
...or they mediate and settle before the trial. Which is highly possible.
Yes, you will see a surge to the new merger prices of LCC and AAMRQ. Which at LCC's pps will be around $9
Investing isn't for the weak. Don't play if you can't handle losing your money.
It was mostly selling. Yes, retail.
Because there's still no guarantee here. The volume is all retail and SOME funds. Retail is mostly traders looking for 5-15% returns.
Instagram has 150m MAU and 8 employees. Twitter? 250M MAU. 2000 employees.
Facebook did more revenue on mobile alone last quarter ($700m) than what Twitter will do in all of 2013 ($600m).
OoooO. I like MAGIC! :-/
Where are they getting the capital for the acquisitions?
Going LONG here. Just picked up a substantial amount!
Mid-November
It might dip. So be it. I have my stop loss initiated. Really want to hit long term capital gains though.
Markets might go red. But guess where 1.3B people will be spending the majority of their time? Facebook.
The largest and richest data company just got even more data... HUGE!
Facebook Launched Facebook Wi-Fi with Cisco
http://m.techcrunch.com/2013/10/02/facebook-wifi/?icid=_comments_art
I thought there was a fund that had 60% of the float like two weeks ago?