The question here though, is whether there is "Facebook fatigue" happening among users, and in the end, whether this is all just a fad. While $9.5 billion in cash and securities is real, I'm not sure this company is worth its $62 billion market cap. Time will tell. Are any other Facebook users tired of seeing what little Bobby ate for breakfast that day?
What do I know? I'm just a simple value investor. At the time of publication the author held no positions in any of the stocks mentioned. Follow @JonMHellerCFA This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.