Snap Inc (SNAP)

[Bucephalus9]

Lol I hate the word guru and would never call myself that, but it is my specialization at the moment.

Most people I know who are big on Snapchat also have Facebook and Instagram accounts, they just use Snapchat more and for different reasons. I understand it's a destination app, and I'm not questioning its relevance today and it's theoretical potential. The question is will Facebook find a way to steal their user base and advertiser's budgets to a point it will cripple Snapchat's ability to grow.

Their user growth has slowed tremendously. You didn't see this kind of pushback after twitter and facebook's IPO. People are nervous for a reason