tag:blogger.com,1999:blog-8152901575140311047.post7536732479825217846..comments2024-03-28T12:49:46.624-04:00Comments on Musings on Markets: Come easy, go easy: The Tech Takedown!Aswath Damodaranhttp://www.blogger.com/profile/12021594649672906878noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-8152901575140311047.post-73166274677502422732018-04-10T15:54:16.995-04:002018-04-10T15:54:16.995-04:00Nice article. I had sold FB and am buying it back ...Nice article. I had sold FB and am buying it back at the lower price.<br />One thought to add:<br />the additional costs of weeding out hate speech and alien propagandas <br />will be expensive but is also a moat.<br />smaller companies genning online ad rev will find it difficult<br />or impossible to invest in the AI and monitoring staff that FB can well afford;<br />it becomes a partial barrier to entry, albeit costly. Miles Dudleynoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-81421848091873749212018-04-07T21:10:36.595-04:002018-04-07T21:10:36.595-04:00For the sake of argument, do you have a sense of h...For the sake of argument, do you have a sense of how much Netflix would have to charge for their service to make the current valuation reasonable in your mind? Holding all else constant, if Netflix was charging $15 (and the subscriber count didn’t change), the cash flow would be WAY higher. That’s not a reasonable assumption that they could do over night, yet we’ve seen them raise prices three times in four years with minimal impact on subscriptions.Sean Stannard-Stocktonhttp://www.intrinsicinvesting.comnoreply@blogger.com