Ayush Shah's Contributor Page
Last Updated: July 26, 2020 (Prior to the 2Q2020 earnings release).
View: Bullish
Model Description: Given the COVID-19 pandemic with most regions of the world under some type of lockdown order, the usage of social media services, particularly Facebook and their related services has skyrocketed. As a result, Facebook has seen dramatic growth in the last quarter. However, as restrictions begin easing and many regions begin regaining some sense of normalcy, I believe the utilization of Facebook’s social media platforms will decrease in the near-term. Therefore, I am bearish in the short-term. At the same time, with the expected second wave of COVID-19 in the latter part of 2020, I believe Facebook will realize increased utilization, and I am bullish for the long-term. This increase, coincides with the growth of Monthly Active Users, as well as the Average Revenue per User...click here to continue reading
View: Bullish
Model Description: Given the COVID-19 pandemic with most regions of the world under some type of lockdown order, the usage of social media services, particularly Facebook and their related services has skyrocketed. As a result, Facebook has seen dramatic growth in the last quarter. However, as restrictions begin easing and many regions begin regaining some sense of normalcy, I believe the utilization of Facebook’s social media platforms will decrease in the near-term. Therefore, I am bearish in the short-term. At the same time, with the expected second wave of COVID-19 in the latter part of 2020, I believe Facebook will realize increased utilization, and I am bullish for the long-term. This increase, coincides with the growth of Monthly Active Users, as well as the Average Revenue per User...click here to continue reading
| FB Earnings Model (Ayush Shah).xlsx |
Ayush is an undergraduate student at Rutgers University - New Brunswick double majoring in finance and cell biology/neuroscience. During the summer of 2020, Ayush is interning with a boutique investment bank, George + Company, as an investment banking summer analyst and is responsible for assisting in a live deal process. Given his background in life sciences and finance, Ayush hopes to work at the intersection of both in the future where he can leverage his background effectively. In his free time, Ayush enjoys weightlifting, hiking, and working on his personal photography projects.
Disclosure: The author of this article/model has no financial investment or other conflict of interest related to the subject company or other companies discussed. Any views made or implied in the content represent the author’s opinions.
Disclosure: The author of this article/model has no financial investment or other conflict of interest related to the subject company or other companies discussed. Any views made or implied in the content represent the author’s opinions.