Down 20% , how are u guys feeling. TC 320, 17 yoe. MSFT (110.36, 49.8% 1 yr )
Feeling shit, but it will probably go back up like did recover from 150 in 3 months
Buy more if it goes to 160s. Lots of analysts reduced price target to 180s
Careful as many other companies have demolished MSFT. Stay humble as we aren’t doing that great!
Hiring doubled. Wtf are they hiring so much for
Even I don’t get it. I get the recruiter call every other day for Product manager roles.
People are quitting!
Gdpr + fake news = fixing = hiring
One trick pony missed its trick
Real questions how that stocks could possibly grow in the first place? FB doesn’t produce anything, what that stocks backed with?
Cashflow...
Ad revenue. Taken from google’s revenue
10 yoe, 530k TC. how YOU feeling???
Problem: We are hiring at an ungodly pace. With operating margin under 40% it only makes sense to slow down hiring, plus the quality of a lot of the new hires is bleh. Quantity doesn't equal quality and the talent pool is tapped out. Earnings are tanking because we are hiring people we don't even need. This is the problem and I don't know why others aren't really talking about it. It's frustrating. Solution: 1.) Slow down hiring completely. 2.) Stop hiring people we do not need.
Bringing their stock all the way back to where it was... 2 months ago 🙀
Yeah which is not much above where it was a year ago. Given the comparison to msft 1yr performance, I think that's more the point. Not what happened last night, but what has happened to FB this last year to stall growth almost entirely. Definitely not worthy of the FANG special status with annualized returns like this year.