凑合其实挺难的# Piebridge - 鹊桥
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【 以下文字转载自 Stock 讨论区 】
发信人: vankie (新浪微博@洛城王二), 信区: Stock
标 题: 我来告诉你为什么Facebook可能值300B
发信站: BBS 未名空间站 (Fri May 20 23:56:15 2011, 美东)
FB worth more than 300B at least. Look at Yahoo in 2000 ...
2010 revenue: $1.9B
2010 Ebitda: $??
2011E Revenue: $4.0B
2011E Ebitda: $2.0B
Current valuation on private exchanges: $75B
Implied trailing P/S: 38 X
Implied forward P/S: 19 X
If LNKD can be worth 37X trailing sales, I think a 38X trailing P/S
valuation for Facebook is extremely cheap. Why?
1. It is much, much hotter
2. It is a true, worldwide information monopoly
3. The ad business for Faceboook is still in infant stage
4. 100% revenue growth seems to be a conservative estimate
发信人: vankie (新浪微博@洛城王二), 信区: Stock
标 题: 我来告诉你为什么Facebook可能值300B
发信站: BBS 未名空间站 (Fri May 20 23:56:15 2011, 美东)
FB worth more than 300B at least. Look at Yahoo in 2000 ...
2010 revenue: $1.9B
2010 Ebitda: $??
2011E Revenue: $4.0B
2011E Ebitda: $2.0B
Current valuation on private exchanges: $75B
Implied trailing P/S: 38 X
Implied forward P/S: 19 X
If LNKD can be worth 37X trailing sales, I think a 38X trailing P/S
valuation for Facebook is extremely cheap. Why?
1. It is much, much hotter
2. It is a true, worldwide information monopoly
3. The ad business for Faceboook is still in infant stage
4. 100% revenue growth seems to be a conservative estimate
