Friday, 03 August 2012 10:51

On Top Of The 2x-10x Return Had Off Of BoomBustBlog Facebook Research, Our Models Show How Much More Is Available... Featured

This is the result of BoomBustBlog's Tech Research. It follows our wins with Google and Research in Motion.

FB Sep 21 12 18 puts

Professional and institutional BoomBustBlog subscribers can use their own inputs to determine if FB will have further to fall, having access to a simplified unlocked version of the valuation model used for our Facebook analysis, available for immediate download - Facebook Valuation Model 08Feb2012.

As espoused last week - Is Time For Facebook Investors To Literally Face the Book (Value)?

Facebook gave its first quarterly report as a public company yesterday, and it failed to deliver the goods. Unfortunately, but as can be expected, the MSM and the sell side have apparently failed to pick up on the most pertinent aspect of the conference call, which also happens to have been one of the first things uttered by its young CEO. To wit:
We ended June with 955 million monthly active users, over 1/2 of whom used Facebook on a daily basis and over 1/2 of whom used Facebook for mobile devices. We saw more people using our services at the end of June than at the end of March across all key countries, including 3 million more people in the U.S. Growing the network of people who use Facebook and expanding the social experiences available to them remains the foundation of our efforts and the key to our future success.
Let's parse those words... "Growing the network of people who use Facebook and expanding the social experiences available to them remains the foundation of our efforts and the key to our future success." 
Should the astute fundamental investor (of which there aren't many of us left, are they?) take Zuckerberg's word as to the key to Facebook's future success? If so, methinks it's time to start stuffing those long term puts under the mattress, to wit...

Reggie Middleton on Facebook user growth

How much does the guy who called Facebook a dog from the begininng think its worth? Again, as excerpted...

The specific, numerical, actionable answer from my team is the purview of paying subscribes only, but we can always throw some common sense on the topic for free - as per pages 6 and 7 of our March Facebook valuation report -icon FB IPO Analysis & Valuation Note - update with per share valuation (317.36 kB 2012-05-21 09:43:30), pages 6, 7 and 10.

FB IPO Analysis  Valuation Note Page 06FB IPO Analysis Valuation Note Page 06FB IPO Analysis Valuation Note Page 06

FB IPO Analysis  Valuation Note Page 07FB IPO Analysis Valuation Note Page 07FB IPO Analysis Valuation Note Page 07

FB IPO Analysis  Valuation Note Page 10FB IPO Analysis Valuation Note Page 10FB IPO Analysis Valuation Note Page 10

Let's face it, FB was hot not only because FB was a popular destination for the social media crowd, but more so because "sheeple" not only want to follow big name brands to lose money, they need to! They need their hard earned assets removed by none other than the sell side agents doing God's work, among others. I made this perfectly clear in The World's First Phenomenally Forensic Facebook Analysis - This Is What You Need Before You Invest, Pt 1. It's as simple as this, Who are you going to believe, the sell side hype machine or your lyin' eyes (AKA, BoomBustBlog performance and accuracy)? Reference Did Reggie Middleton, a Blogger at BoomBustBlog, Best Wall Streets Best of the Best? for more on the same.

Professional and institutional BoomBustBlog subscribers have access to a simplified unlocked version of the valuation model used for our Facebook analysis, available for immediate download - Facebook Valuation Model 08Feb2012. The full forensic opinion is available to all subscribers here FaceBook IPO & Valuation Note Update. It is recommended that subscribers (click here to subscribe) also review the original analyses (file iconFB note final 01/11/2011) as well as the following free blog posts on the topic:

    1. Facebook Registers The WHOLE WORLD! Or At Least They Would Have To In Order To Justify Goldman’s Pricing: Here’s What $2 Billion Or So Worth Of Goldman HNW Clients Probably Wish They Read This Time Last Week!
    2. Facebook Becomes One Of The Most Highly Valued Media Companies In The World Thanks To Goldman, & Its Still Private!
    3. Here’s A Look At What The Goldman FaceBook Fund Will Look Like As It Ignores The SEC & Peddles Private Shares To The Public Without Full Disclosure
    4. The Anatomy Of The Record Bonus Pool As The Foregone Conclusion: We Plug The Numbers From Goldman’s Facebook Fund Marketing Brochure Into Our Models
    5. Did Goldman Just Rip Its HNW and Institutional Clients Once Again? Facebook Growth Slows Pre-IPO, Just As We Warned!
    6. The World's First Phenomenally Forensic Facebook Analysis - This Is What You Need Before You Invest, Pt 1
    7. The Final Facebook Forensic IPO Analysis: the Good, the Bad & the Ugly
Last modified on Friday, 03 August 2012 11:06

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