7 Comments
 

from a qualitative perspective, i totally think this stock is undervalued. for goodness sake look at the p/e ratio of nflx and if you tell me the stock price justifies their earnings you'd be lying. the nflx valuation is solely off of their long term potential. so why isn't a company like facebook not in the same boat? they have tons of users and such a platform could be used to venture out to many revenue generating businesses. i think its a buy, whether the market agrees with it or not is a different story. does anyone view fb in this light? would love to know.

 
ogofnyc

could be used to venture out to many revenue generating businesses

How so? 80% of its revenue is through advertising. Facebook is advertisers bitch and they don't care about its consumers privacy concerns. I find it hard to be long on such a non-diversified business. In addition, the barriers of entry for new social media sites are dropping. I wouldn't touch this stock ever.

 

FB puts are a buy

This company's mkt cap at nearly $70B is a joke. Facebook has reached its peak in users and has failed to monetize advertising, especially on mobile (which accounts for 50% of user activity). FB shouldn't be more than $10 per share. When the FED starts pulling the plug on liquidity and it will be safe to short stocks then this is the first one to pounce on.

 

^^ Agreed. I just put some money down on SH. I don't know which particular company is going to fall but it's beyond me why anyone would believe the market being at nearly 15,000 on the dow is its true intrinsic value. Manufacturing numbers are crap and the unemployment rate is still 7.5 (above fed target). In my opinion, because the cost of capital is so much cheaper today and it's much easier to beat on bottom line from cutting cost than grow from revenue, it's led to the market to believe the world is rosier than it really is.

 
madmoney15

^^ Agreed. I just put some money down on SH. I don't know which particular company is going to fall but it's beyond me why anyone would believe the market being at nearly 15,000 on the dow is its true intrinsic value. Manufacturing numbers are crap and the unemployment rate is still 7.5 (above fed target). In my opinion, because the cost of capital is so much cheaper today and it's much easier to beat on bottom line from cutting cost than grow from revenue, it's led to the market to believe the world is rosier than it really is.

And when you look at ACTUAL unemployment considering the serious decline in the participation ratio, it's much much worse.

Best Response
Asatar madmoney15:

^^ Agreed. I just put some money down on SH. I don't know which particular company is going to fall but it's beyond me why anyone would believe the market being at nearly 15,000 on the dow is its true intrinsic value. Manufacturing numbers are crap and the unemployment rate is still 7.5 (above fed target). In my opinion, because the cost of capital is so much cheaper today and it's much easier to beat on bottom line from cutting cost than grow from revenue, it's led to the market to believe the world is rosier than it really is.

And when you look at ACTUAL unemployment considering the serious decline in the participation ratio, it's much much worse.

Actual has to be flirting with 14-15%

 

Accusantium saepe qui voluptatem minus facilis quaerat. Sunt aut aliquam nulla ullam. Cupiditate architecto in occaecati officiis fugiat. Esse sequi consequatur facere unde expedita eum ab. Sint ut tempore in quibusdam ad natus sed.

Quam provident perspiciatis atque et. Aut ad id similique suscipit fuga quae. Dicta et et blanditiis voluptatum. Illo ut suscipit quibusdam quos dolorum atque ut. Mollitia et maiores animi repudiandae. Quaerat ut est accusamus explicabo eos sint totam. Vel iste autem voluptas quod.

- wonderbread

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”