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Motley Fool Money

The Future of Facebook

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 31 July 2015

⏱️ 39 minutes

🧾️ Download transcript

Summary

Facebook and LinkedIn fail to impress Wall Street. Twitter plummets. And Whole Food slips. Our analysts tackle those stories and discuss when to sell a stock. Plus, MarketWatch columnist Chuck Jaffe talks Apple, mutual funds, and investor sentiment.

Transcript

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0:00.0

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

0:07.0

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

0:20.2

radio show. I'm Chris Hill, joining me in studio this week for Million Dollar Portfolio

0:23.9

Jason Moser and Matt Argusinger and for Motley Fool Pro and Options Jeff Fisher. Good

0:28.7

to see you as always, gentlemen. We have got the latest earnings from Wall Street. We

0:33.0

will dip into the full mailbag and as always we'll give you an inside look at the stocks

0:36.6

on our radar. But we begin this week with the social network. Facebook's second quarter

0:41.2

revenue topped four billion dollars for the first time, but spending increased more than

0:48.2

80 percent, Jeff. And at least in terms of the stock, which is down a little bit this week,

0:53.1

that seems to be what investors were focused on the amount that they are ramping up their

0:57.2

revenue. It seems to be Chris and it reminds me of Google in its early days when it really

1:00.9

ramped up spending and you need to. Facebook is serving more than 1.4 billion people monthly

1:07.6

on the site and they want that experience to be top notch. And so they're investing in

1:12.2

server farms and technology and people of course, they're serving almost a billion people

1:19.0

use Facebook daily and it gets about 20 percent of all time spent on smartphones on

1:24.7

is on Facebook properties. So I actually think Facebook is the best positioned website

1:32.0

property in the world right now. And I never thought someone would supplant Google, but

1:36.1

I think Facebook is best positioned. It has a lot of traffic to still monetize. It has

1:41.2

great properties, great loyalty of users. And I own shares. I would still be a buyer

1:45.8

now as well too. And I think you don't even talk about there. We don't really get a lot

1:50.6

of light on the numbers that Instagram and WhatsApp and Facebook Messenger. Yeah, Messenger

1:58.6

is huge. You can't possibly separate that. I mean, you're looking at 300 million on Instagram,

...

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