Live data from Hacker News

Ford vs Facebook

plus.google.com

51–60 of 75 posts

Re: Ford vs Facebook

#51

> You forgot one important thing: Potential for Growth The key to understand this madness is so right in front of our faces, that we can't even see it. Due to the dynamics/nature of the market, stock investments seems to be more about a gamble today, and you can't gamble on Ford too much except for it to go down. Forget trying to spot the value. It's all about what's hot. Hence Facebook is getting crazy valuations.

That's how I used to feel too until I read more economic history. Turns out, that's the way it's always been. At the end of the day, stock prices are 100% driven by supply & demand (beside the IPO price I suppose).

Sure, fundamentals are what a lot of people base their buying or selling off of, but what's "hot" is all that matters just like it always has. Maybe a company just crushed their numbers for the quarter or a drug company attained a new patent; and while that may contribute to the true value of the company, when it comes to the stock price nothing matters except how many people buy.

Re: Ford vs Facebook

#53
I've heard so many people talk about buying Facebook "as soon as I can get in". I think that's ridiculous. When it comes to individual stocks, buying or selling without concern for price is for suckers. That's what got us into the last bubble (or few): people who would buy something (like a house) regardless of the price based on an obscene overconfidence that it would appreciate.

I have no idea what the thing's worth, but I cringe when I hear people talking about how they're sure it's a good bet because of some X which is almost certainly already priced into the market.

Re: Ford vs Facebook

#54
> You forgot one important thing: Potential for Growth

The problem arises when that growth occurs but instead of the price now being reasonable at those levels, it increases further...which is probably what it's going to do.

Re: Ford vs Facebook

#55
This is why investing in stocks is also called speculation, investors are speculating that Facebook's revenue and profit is going to grow to exceed that of Ford in a reasonable amount of time.

Re: Ford vs Facebook

#56

Buy F now. It is paying a twenty cent dividend on a stock price of about $10. Cheap. Plus its making cars that are very competitive.

http://www.youtube.com/watch?v=8ZwvImsYo4E

Would you mind explaining what the video is about?

I do not use youtube.

Thank you.

Re: Ford vs Facebook

#57

Earlier quoted context omitted.

The OED doesn't know your social connections, your sexual orientation, your date of birth, your address, your previous address, your current location, your gender, your age, your interests, your employer, all the websites you've visited or even what you look like.

So, they have good information for advertising. And that's going to valuable, no doubt... ...but that's it. They aren't building a physical product, they're going to sell other people's products. Or, sell information so that other people can sell other people's products. I find it absurd that the market for web based adverting, between Google and Facebook and others, can be this valuable in the long run. These are ad…

> there are more automobiles worldwide than there are Facebook users.

http://www.wolframalpha.com/input/?i=how+many+cars+are+on+th...

Re: Ford vs Facebook

#58

Earlier quoted context omitted.

http://www.youtube.com/watch?v=8ZwvImsYo4E

Would you mind explaining what the video is about? I do not use youtube. Thank you.

Its just a 6 minute interview with the CEO (the guy who came in and saved the company from near-bankruptcy) and is now pushing to make Ford an investment-grade stock.

Re: Ford vs Facebook

#59

Earlier quoted context omitted.

Would you mind explaining what the video is about? I do not use youtube. Thank you.

Its just a 6 minute interview with the CEO (the guy who came in and saved the company from near-bankruptcy) and is now pushing to make Ford an investment-grade stock.

Thank you.

Mullaly is indeed a charismatic CEO. He ignited the culture in the company. Going as far as giving engineering the tools and respect it deserved.

The old Ford was run by accountants. It is now more balanced.

Isn't it incredible? How one of the oldest startups in the history of the U.S.A. has managed to come back?

Re: Ford vs Facebook

#60

Earlier quoted context omitted.

So, they have good information for advertising. And that's going to valuable, no doubt... ...but that's it. They aren't building a physical product, they're going to sell other people's products. Or, sell information so that other people can sell other people's products. I find it absurd that the market for web based adverting, between Google and Facebook and others, can be this valuable in the long run. These are ad…

NBC Universal has done pretty well with an advertising funded business model, very valuable for a long time. Facebook does have a product. It is just intellectual, not physical. Also, they have good information, AND a stage to sell advertising. This is, and will continue to be, a killer combo that I would want my money in.

Also. We don't know what is in the pipeline for the future. Who would have thought Google would build a dominant Mobile OS? Even Google didn't know!

Also it's good to note that their are companies being built on top of Facebook. Zynga is an obvious one but there are many smaller game companies, ad companies..ect and Facebook takes a cut of all of these

Post reply on HN