In the following video, Jeremy Phillips and Austin Smith discuss Facebook.
Austin says Facebook's having trouble monetizing its user base. Increasing ads drives many users away, and still others are turning to mobile, which is even harder to monetize.
As for Web stocks that can be successful in online advertising, Austin points to Google, with its wide moat, the success of Chrome and Android, and its control of search engine optimization and search algorithms around the Web.
For more details, check out the video.
Of course, this is just one side of the story, and there are things every investor needs to know about Facebook. We've outlined them in our newest premium research report. There's a lot more to Facebook than meets the eye, so read up on whether there is anything to "like" about it today, and we'll tell you whether we think Facebook deserves a place in your portfolio. Access your report by clicking here.