I have never seen a sell-side analyst make a recommendation on a stock through a video like this. Is this the future of sell-side research? It feels a bit too polished for my tastes. I kept on waiting for some disclosure saying that they got paid to do this, but it never came.
That being said, I think the message is great. Neil Campling of Aviate Global LLP asks a simple question: Can Facebook become the biggest company in the world? It’s entirely possible that Facebook has crossed this critical threshold where the network effects within Facebook are so great that no other social networking site can flourish in the foreseeable future.
I mean, just take a look at Google+. One of the biggest and most successful internet companies has pretty blatantly been pushing its social network for almost a year now, and it still sucks. This is based on my non-scientific anecdotal interactions with Google+. Can anyone else do better?
Interested readers can also view a thirty minute presentation that Facebook has been showing at its roadshow presentations in preparation of its IPO here.
- On Facebook And Efficient Markets
- CEO of Las Vegas Sands Views Wall Street Analysts That Follow His Company As Small Children
- How Algorithms Shape Our World
- How Suppressing Volatility Makes the World Less Predictable and More Dangerous
- How Ray Dalio Built Bridgewater, The World’s Richest and Strangest Hedge Fund