Timofey Martynov: Conclusion on FB and TWTR: Securities are not interesting to invest at such prices.
JC: As I remember now, the same was said about GOOG in 2005 year when they are for a year since 2004 выросли в два раза. but, since then they have grown five times more.
And in general, the best companies are never said to be interesting for investment, since they ALREADY have grown, just because they are the best, and their price is not psychologically comfortable as it is higher than it was before… But the most interesting thing is that then the price rises several times.. That is, they are never interesting to invest., despite the fact that they grow and continue to grow.
And about interesting prices for investment, most often talk about companies, which fell in value. But they fell, of course for objective reasons. It's just that prices don't fall. And most likely they will fall further. Но зато они, ostensibly, interesting for investment.
Bampi_Johnson: after FB your hand will rise to buy TWTR? Grupon looks much better than Twitter.. Can be found 1000 reasons why this company should fall, but much less why it should grow. All these profit forecasts are only forecasts and remain. Crisis can be blamed, yes anyone, but does not change the essence even in the medium term.
JC: the reason why the stock price should rise is very simple — if the company is now known all over the world, then it is not without reason, not just that she suddenly appeared and became famous, and thanks to the entrepreneurial talent of the founders of this company. It must be assumed that this talent was not a one-off and will not stop in its development at this particular stage of Twitter.. If they invented and promoted Twitter to its current state, then they will come up with and promote something else that will increase the profit from Twitter constantly.
Example — GOOGLE — from a simple search engine steel, practically, monsters of the internet, operating systems, etc.. Once upon a time, investors were also afraid to bet on some kind of search engine, of which there were many very different on the Internet
Bampi_Johnson: there were no search engines at that time, если я не ошибаюсь. But what fb and twitter can offer and offer now? Communication and no more. Не спорю, what can they think of something on their platform, but 15 yards of income… maybe there will be some kind of splash, but expectations are very high. Another such twitter and placement of debt securities, like Varizon and not like fb with a tweet we will rip from the bottom, and the whole market.
JC: By the way, very
After my explanation last November why Facebook stocks should go up, they doubled, despite the fact that opponents did not understand where the growth might be.
And search engines at that time were. And more popular than Google, for example AltaVista, Yahoo. Google just surpassed them with its technologies and, practically, became a monopolist. And now and not only in search technologies.
