$FB Q4 2021 in 9 slides:
Prefer video?

Here's the step by step process @Brian_Stoffel_ used to fill in these slides:

Takeaways:
1) Competition from Tiktok heating up
2) Management heavily focused on Reels, which monetizes at a lower rate
3) Huge investments in the metaverse

BIG QUESTION:
Is the growth slowdown temporary or permanent?

If temporary, shares are cheap

If permanent, they aren't

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Brian Feroldi (🧠,📈)

Brian Feroldi (🧠,📈) Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @BrianFeroldi

Jan 28
$TSLA Q4 2021 in 10 slides:
Read 12 tweets
Jan 27
$NFLX Q4 2021 in 8 slides:
Read 9 tweets
Jan 19
My portfolio is in a bear market

Whenever this occurs, I re-read my favorite investing quotes

These 10 always help to calm my mind:
"All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies."

-- Warren Buffett
"Compounding is hard because a bad month can feel longer than a good decade."

-- @morganhousel
Read 12 tweets
Jan 18
$HUBS is a 14+ bagger since its 2014 IPO

Here's an overview of the company in 10 slides:
Hubspot pioneered "inbound marketing"

Its software helps companies to attract new customers by creating valuable content (blogs, videos)

This makes them easy to find online when their customers are searching for solutions to their problem

It has since expanded beyond marketing
HubSpot uses a freemium SaaS business model

The average subscription revenue per customer is $10,500

128,000+ paying customers (up 34%)
Read 12 tweets
Jan 14
5 mental models all stock pickers should know by heart:
One-Time Sales vs. Recurring Revenue
Price Maker (company sets the price)

vs

Price Taker (market forces set the price)
Read 7 tweets
Jan 9
5 YouTube videos that will make you a better investor:
1/ How to read an income statement

2/ How to read a balance sheet

Read 7 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

:(