Everybody needs money. That's why they call it money.

From full global headquarters, this is Motley Full Money. It's the Motley Full Money

radio show. I'm Chris Heldjoining me in studio this week from Motley Full One, Jason

Moser, and for a million dollar portfolio, Charlie Travers, and Ron Gross. Good to see you,

gentlemen, as always. We have got the latest on tech stocks, restaurant stocks, and the

latest hot IPO. We will head to California for a report on the business of entertainment.

And as always, we'll give you an inside look at the stocks on our radar, but we begin

this week with the social network. Shares of Facebook can a new all-time high after second

quarter results and Ron, overall revenue up 61% and profits more than double.

We like it. Yes, this is part of the million dollar portfolio. Yes. Big, big position for us.

Really nice to see. What's that out? 62% of ad revenues now come from mobile. That's

$1.7 billion squarely putting them in the number two spots still behind Google. But there's

an interesting differentiation going on because as we see, and we talk about a lot, you see

Google's prices that they can charge are slowly coming down. Facebook's prices rose 123%

this quarter. So it's an interesting distinction. How are they able to do that? Volume.

They clearly have a product that people are interested in moving towards the newsfeed ads that they

now have command a higher price. And that's really driving that number. When you look at the stock,

though, is this now, I mean, you're a value guy at heart. Is this now getting to be a value guy at heart

with Facebook and portfolio? No, I, we're looking at the valuation now to give it an update in light of these

numbers. But it's still a buy for us. We're still happy owners in the portfolio full disclosure.

We did sell some recently for portfolio management reasons. It was really after our run. I'm getting to be a very

significant percent of the portfolio. So we just paired it back a little, but we're still happy owners.

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