Will Facebook Be Bigger Than Google?

The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

David Jones of Havas, a global ad firm, believes Facebook will be more valuable than Google. Jones, like John and David, thinks all of the negativity surrounding the Facebook IPO was overblown. He also says, unlike Google, Facebook has multiple ways to monetize its ads, and that the data from Facebook is very rich. The counter argument is that Facebook ads interrupt the social experience and will be difficult to grow over time, giving the edge to Google.

But advertising is still the name of the game for social and search companies. Yahoo! wants to double-down on its ad efforts, and Zynga is looking to expand its ad revenue, too. David doesn’t know if Facebook will be bigger than Google. But since John and David own shares of both companies in their real-money portfolio, he just hopes they both get really big.

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