Brandon Cannon's Contributor Page

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    ​I am part of the original Gutenberg Team. I focus on the website design and contributor relations side, but I have been learning a fair amount about stock research while reading our contributors' submissions, so I have decided to submit some analysis of my own.

    I am completely new to stock research and have never worked in a similar role before, which is proof that anyone can model a company's earnings with just a bit of practice. Follow me for a unique view on the companies I cover.

Brandon's Models

​Last Updated: January 16, 2017 (Prior to the 4Q16 release)
View on Facebook: Bullish
Price Target: $138
​Summary of Model Estimates: I think Facebook will surprise on improvements in price per ad in 2017 driven by better relevancy and the continued shift into video. I have reflected this view in my model by increasing the ARPU in 2017 from about $12 in 2015 and $16 in 2016, to $20 in 2017. I also think that if management is able to execute on price per ad the market will reward shares with a higher PE-Multiple so I have increase it to 25x on an exCash basis.
Brandon Cannon FB Model.xlsx
File Size: 80 kb
File Type: xlsx
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