Portfolio Review: Facebook
Over the next couple of weeks, John and David will be reviewing their real-money 10-Bagger portfolio. In this video, they take a closer look at Facebook.
There certainly hasn't been a dull moment since Facebook went public. The financial press appears to love watching the stock price tick down, down, down. From a business standpoint, John and David don't think people give the company enough credit. Facebook generated almost $1 billion in ad revenue in its most recent quarter, and continues to position itself well against traditional search advertisers Google and Yahoo! by using a connected approach. Facebook continues to invest in is developer platform, similar to the way Amazon.com opened its distribution system to outside merchants. And let's not forget mobile, which is beginning to gain traction. We actually own both Facebook and LinkedIn, since we think they will both do well. We are considering another small position right now, but will likely wait until after the November lock-up expires.
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The article Portfolio Review: Facebook originally appeared on Fool.com.David Meier has no positions in the stocks mentioned above. John Reeves owns shares of Google. The Motley Fool owns shares of Amazon.com, Facebook, Google, and LinkedIn. Motley Fool newsletter services recommend Amazon.com, Facebook, Google, LinkedIn, and Yahoo!. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
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