Meta Platforms Inc - Ordinary Shares - Class A

Fundamentals

Written by Ophir Gottlieb, 01-21-2016

PREFACE
There's just no other way to say it, news today and in the recent past points to the simple fact that Facebook is actively and aggressively going for the kill shot on Twitter.


STORY
Twitter is suffocating on lack of user growth although its revenue growth is absolutely soaring. In our most recent post: Twitter Takeover Rumors Miss the Real News , we note the incredible stock drop in Twitter and the 'reality check' that the firm now has an $11 billion valuation with $2 billion in revenue that's growing faster than any company its size. The stock has fallen too far, too fast, unless one thing happens.

Mark Zuckerberg has been reported to say that "Twitter drove a clown car into a goldmine."

Mark Zuckerberg is no clown, and now it's quite apparent, he wants the gold.

THE ATTACK
There are three things that make an advertiser worthy of marketing dollars: Size of audience, appropriate content (aka ability to hyper target exactly the right people), and timeliness.

To this day, Twitter exists solely because of its incredible ability to deliver timely content. Sure, Facebook has the largest audience in the world and growing. In fact, in our CML Pro research dossier Why Facebook Stock Could Double, we discuss how the company's 1.5 billion monthly active users could well cross over 3 billion in a matter of years.

Facebook's ad content is extraordinarily appropriate -- let's be honest, the company has so much information on its users we might as well call it the human genome product ex-biology. They have created a digital fingerprint.

But, even with all of that, Facebook cannot compete with Twitter's timeliness. Or that was the conventional thinking until right about now.

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REAL TIME
Facebook now gets 8 billion video streams views a day, and while much of that is cat videos, some of it is turning into real-time communiques. It was Facebook, not Twitter, that sponsored the majority of GOP debates.

On December 3rd 2015, Facebook introduced Live Video and Collages. Here's the press release Facebook made:


And today, Twitter just got thunderous news. Facebook is entering the world of real-time sports with "the Facebook Sports Stadium".


Facebook has taken the gloves off and smells blood. Twitter is in trouble, it can't grow users, and if Facebook can step in with real-time delivery of content, Twitter may see its 'slow user growth' turn into 'shrinking users.' If that happens, Twitter will be a single digit stock overnight and Facebook will get its pot of gold, no clown car included.

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CONCLUSION
There is so much going with Facebook it's almost impossible to put it all down in one story. CML Pro's institutional research dossiers on Facebook show us:

Why Facebook’s Enormous Growth is Continuing
Our Trip to India and Facebook's Impossible Dream

We see exactly how the company will garner more than half of the world as its user base as it powers the Internet itself with solar powered drones and the new technology it has introduced that:

WHY THIS MATTERS
Headlines miss everything and the real top analysts, the ones that serve the top 1%, are keenly aware of the deep data that will move markets and they know exactly when retail traders are selling everything they own.

The information asymmetry that exists between pros and non-pros has transferred massive wealth to the top 1%. That information asymmetry is no longer acceptable to us.

This is just a snippet of the fantastic reports CML Pro members get along with all the charting tools, the precious few top picks for 2016, research dossiers and alerts. For a limited time we are offering CML Pro at a 90% discount for $10/mo. with a lifetime guaranteed rate. Join Us: Get the most advanced premium research delivered to your inbox along with access to visual tools and data that until now has only been made available to the top 1%.

Thanks for reading, friends.