For years, the value of Facebook advertising was supposed to be its massive trove of data about its users.
It was going to change advertising and ad targeting forever.
Meanwhile, sites like Yahoo figured out another way to target ads, through something called "re-targeting."
It allows Yahoo to show users ads for products those users had previously looked at on e-commerce sites on the Internet.
Because users leave Yahoo Mail open all day, re-targeting became a very good business for Yahoo.
Well, now Facebook is getting into it.
And some say re-targeted ads are 3x more valuable than ads targeted using all of Facebook's fancy data.
Facebook itself says re-targeting will unlock global spending.
Anyway, this is why I went on CNBC today and said that one of the reason to be bullish about Facebook is that finally it has decided to be Yahoo Mail 2.0.
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