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.

加入 December 2020

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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