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bousaid | 8 years ago

I just bought some - I’m considering snap another case of what Facebook went through. Very well informed about their user, lots of talent working for them, tons of users. However, I think their success will need to come from tailored paid content (also read, they need to collect more data on their users).

Note: this is not investment advice.

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eganist|8 years ago

Agreed.

Just to add clarity to my earlier post: I did pull the trigger and take a long position in snap. We'll see how it goes; I've still essentially written off the principal as a loss, but if there's an inflection point, I suspect it'll be here.

(likewise none of my commentary here is investment advice)