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Facebook Declared War on Apple, and It Just May Signal the End of Facebook

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Re: Facebook Declared War on Apple, and It Just May Signal the End of Facebook

#121

Post by 1stranger »

starik36 wrote: post #76
qz2 wrote: post #30

Earlier quoted context omitted.

I don’t get the charger whining from people. If you add the price of the charger and the wired earphones to the price of the phone then with inflation it’s cheaper than the handsets were in 2018. I’ve got 7 Apple chargers here as well. This is a completely rational decision which is transitional while we all move to USB-C slowly. Your general point is right but it’s not the state of the company you need to look at bu…

I am not sure it's whining. Apple is cutting costs while pretending it's for a larger cause. I might also have 7 chargers, but none of them are for USB-C - the type of the cable that they did include with the box. So I still have to buy a charging brick.

You have 7 chargers and not a single lightning cable? Or a wireless charger?

Re: Facebook Declared War on Apple, and It Just May Signal the End of Facebook

#122

Post by bryanrasmussen »

jeremyjh wrote: post #117
ummonk wrote: post #100

Earlier quoted context omitted.

There are limits to what you can do with superior but imperfect knowledge though. E.g. everyone knows Tesla stock is overvalued - even Elon tweets about it. And yet it's not really feasible to profit off this knowledge.

Why is it not feasible to short Tesla?

because you don't have a good idea as to when they will stop being overvalued?

Re: Facebook Declared War on Apple, and It Just May Signal the End of Facebook

#123

Post by epistasis »

jeremyjh wrote: post #117
ummonk wrote: post #100

Earlier quoted context omitted.

There are limits to what you can do with superior but imperfect knowledge though. E.g. everyone knows Tesla stock is overvalued - even Elon tweets about it. And yet it's not really feasible to profit off this knowledge.

Why is it not feasible to short Tesla?

The market can stay irrational longer than you can stay solvent.

Re: Facebook Declared War on Apple, and It Just May Signal the End of Facebook

#124

Post by gtCameron »

progit wrote: post #109
_cs2017_ wrote: post #51

Anyone who can successfully predict downfall of large publicly traded companies can work for a hedge fund and make tens of millions of dollars a year. Anyone who cannot predict such events can write articles for a magazine claiming otherwise. At least it helps sell their speaking and consulting engagements.

SOTP suggests FB investors at around $180-$200 could make out nicely even if they split Instagram and Whatsapp. I don’t think there’s a lot of synergy among those three core businesses. In fact, Instagram would be worth a lot more independently (just as Youtube would be worth more operating alone). This is to say not a lot of downside as people may expect from Political scrutiny forthcoming. My two cents.

Not a lot of synergy from the end user’s perspective, but the value of those platforms is the advertising network, which is a massive synergy for Facebook operating all three platforms and owning all three audiences. I don’t know how exactly a split would work but I see more downside than upside to having to recreate the ad network on each platform.

Re: Facebook Declared War on Apple, and It Just May Signal the End of Facebook

#125

Post by jeremyjh »

powvans wrote: post #48
birdyrooster wrote: post #38

Earlier quoted context omitted.

Those people won’t be excellent for long in a Dead Sea.

I've never seen this comparison before. Are you suggesting that Facebook is similar to an endorheic basin?

They are referring to the Dead Sea effect: http://brucefwebster.com/2008/04/11/the-wetware-crisis-the-d...

Re: Facebook Declared War on Apple, and It Just May Signal the End of Facebook

#126

Post by mushufasa »

jeremyjh wrote: post #117
ummonk wrote: post #100

Earlier quoted context omitted.

There are limits to what you can do with superior but imperfect knowledge though. E.g. everyone knows Tesla stock is overvalued - even Elon tweets about it. And yet it's not really feasible to profit off this knowledge.

Why is it not feasible to short Tesla?

"markets can remain irrational longer than you can remain solvent"

Re: Facebook Declared War on Apple, and It Just May Signal the End of Facebook

#127

Post by DaiPlusPlus »

jeremyjh wrote: post #117
ummonk wrote: post #100

Earlier quoted context omitted.

There are limits to what you can do with superior but imperfect knowledge though. E.g. everyone knows Tesla stock is overvalued - even Elon tweets about it. And yet it's not really feasible to profit off this knowledge.

Why is it not feasible to short Tesla?

You’d need to be a “long-term short” - which is difficult to pull-off.

Re: Facebook Declared War on Apple, and It Just May Signal the End of Facebook

#129

Post by iamacyborg »

jeremyjh wrote: post #117
ummonk wrote: post #100

Earlier quoted context omitted.

There are limits to what you can do with superior but imperfect knowledge though. E.g. everyone knows Tesla stock is overvalued - even Elon tweets about it. And yet it's not really feasible to profit off this knowledge.

Why is it not feasible to short Tesla?

Same reason it’s not been profitable to short them for the last 3 years.

Re: Facebook Declared War on Apple, and It Just May Signal the End of Facebook

#130

Post by neosat »

jeremyjh wrote: post #117
ummonk wrote: post #100

Earlier quoted context omitted.

There are limits to what you can do with superior but imperfect knowledge though. E.g. everyone knows Tesla stock is overvalued - even Elon tweets about it. And yet it's not really feasible to profit off this knowledge.

Why is it not feasible to short Tesla?

Because it assumes a rational market. And the market can stay irrational longer than you can stay solvent.
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