BoxLongs(@BoxLongs):$SNAP the ad biz is being valued at almost (nothing?) the SOTP games with $SNAP getting back to insane implied low levels of value to the core biz. $SNAP needs to carve out the @specs platform. Market is voting down @evanspiegel plan to just trust him for a few more qtrs of FCF

BoxLongs

@BoxLongs

Asymmetric Stock Ideas + MEMES. Not Advice.

가입 December 2020

1.5K 팔로잉 중 5K 팬

BoxLongs@BoxLongs

2026.09.23 21:45

$SNAP the ad biz is being valued at almost (nothing?) the SOTP games with $SNAP getting back to insane implied low levels of value to the core biz. $SNAP needs to carve out the @specs platform. Market is voting down @evanspiegel plan to just trust him for a few more qtrs of FCF