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.
There's been quite a lot of coverage of Facebook, of late. And much of it has been very negative. David and John both took close looks at valuation models that were shared by Henry Blodget and Aswath Damodaran. While their work was very impressive, David makes the point that Facebook's future options are extremely difficult to account for. One way of evaluating those options is to take a closer look at the value drivers -- growth, margins, and returns -- and see how they perform over time. That's why John and David bought shares in the company for their 10-Bagger portfolio. There's no better teacher than having a bit of skin in the game.
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