Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more
Download
Standard view
Full view
of .
Look up keyword
Like this
6Activity
0 of .
Results for:
No results containing your search query
P. 1
PrivCo Facebook Valuation: May 2012

PrivCo Facebook Valuation: May 2012

Ratings: (0)|Views: 4,452|Likes:
Published by privco

More info:

Categories:Types, Research
Published by: privco on May 16, 2012
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PPTX, PDF, TXT or read online from Scribd
See more
See less

04/03/2015

pdf

text

original

 
 
Financial Projections, Valuation Analysis,Share Price Fair Value:
Facebook, Inc.
(NASDAQ: FB)(PrivCo Private Company Ticker: FACEP)
Copyright © 2012 PrivCo Media LLC. All Rights Reserved.
May 16, 2012
Private Company: Facebook, Inc.
 
Copyright © 2012 PrivCo Media LLC. All Rights Reserved.
PrivCo Private Company
Financial Analysis
May 16, 2012
Private Company: Facebook, Inc.
 
Copyright © 2012 PrivCo Media LLC. All Rights Reserved.
PrivCo Investment Thesis on the SocialMedia Industry and Facebook
PrivCo: Social media/social mobile industry remains a strong basket ofcompanies
, still capable of massive
20x-100x
returns for investors.
PrivCo: Facebook
has a
solid business model
and
capable management
, but
was a great investment
6-7 years ago
when it could still generate huge returns givenits risks.
PrivCo:
A
basket of younger private pre-IPO companies with a more attractivevaluation
such as Twitter, Spotify or Pinterest for example offer
greater rewardgiven the high risks
of internet industries.
(Company names provided are for illustration only and notinvestment recommendations) 
PrivCo:
Facebook at $100B is overvalued and not worth its risk/reward profile.
PrivCo investment strategy:
(1)Proxy investments
in the pre-IPO social media basket via secondary markets
(2)Pair Trades
to bet on
the long term growth
of social media by
shorting Facebook
whilegoing
long on the pre-IPO social internet basket
via secondary markets
 
or
publiccompanies
(e.g. LinkedIn
)
. 
(Company names provided are for illustration only and not investment recommendations)
 
Private Company: Facebook, Inc.

Activity (6)

You've already reviewed this. Edit your review.
1 thousand reads
João Oliveira liked this
1 hundred reads
U Myo Oo liked this

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->