Hacker News new | ask | show | jobs
by melling 4661 days ago
Whether they are doing cooler "shit" or not, is irrelevant to investing in them. It's way too geeky to get into one of these Android vs iOS, Steve vs Elon, Microsoft vs Apple, Superman vs Mighty Mouse debates.

Let's just say that when a company like Facebook or Google, which builds large data centers, and has a billion customers, make small changes, or increases in efficiency, they have an opportunity to make a big impact too.

Where you want to rank them in your mind on an absolute scale, well, that's really up to you. It's probably meaningless, but I guess people like to believe in people/companies. It's how we're wired.

1 comments

Basically, from a fundamental investment analysis standpoint Tesla is way more logical than Facebook.

Tesla makes a tangible good for sale with a straight forward business model. You can evaluate Tesla using the same criteria that Ford was evaluated with 90 years ago, same way that Westinghouse, or GE were evaluated. They are a new technology with a potential to revolutionize a major industry, with a high risk of failure and high return on investment if they succeed. For Facebook or Twitter a savvy investor has to first theorize how to even evaluate them.

The investment potential in a facebook or a twitter is there definitely... but its much easier for an investor to evaluate a tesla compared to a facebook.