Citron's Andrew Left: Why I'm Shorting Facebook

The video discusses Facebook's challenges, including groupthink and competition from Snapchat and Pokémon Go. It highlights Facebook's dependency on engagement for success and suggests that to meet investor expectations, Facebook must dominate mobile platforms. The speaker shares personal insights on investments in social networks, mentioning a shift from LinkedIn to shorting Facebook.

What does the speaker suggest about Facebook's ability to adapt in a rapidly changing market?

• Facebook's adaptability is limited by consumer behavior shifts.

• Facebook can evolve without any challenges.

• Facebook is immune to market changes.

• Facebook will dominate all social media platforms.

According to the speaker, what is a critical factor for Facebook's success?

• Its physical assets

• Its advertising revenue

• Its engagement levels

• Its number of employees

What does the speaker predict about Facebook's future valuation?

• It will decrease significantly.

• It will remain the same.

• It will increase to $200-$250 billion.

• It will surpass $500 billion.

What must Facebook do to align with investor expectations, according to the speaker?

• Increase physical store presence

• Dominate the mobile space

• Expand into new industries

• Focus on desktop engagement

How does the speaker compare Facebook's strategy to another major company?

• Facebook should mimic Apple's hardware strategy.

• Facebook should invest in physical stores like Walmart.

• Facebook should follow Google's search engine model.

• Facebook should dominate mobile like Amazon dominates e-commerce.