Meta Stock looks better and much better, in spite of the structural concerns, we all understood those were coming. Google is in a business recession however nothing incorrect with the business, while Apple is all the very same however pricy.
0:00 META, GOOG, AAPL
1:28 META Structural Issues
4:17 META Earnings
6:03 Market on META
7:33 META a Buy
8:44 GOOG Earnings
11:50 Apple Stock
12:12 Investing Point of view
13:33 Metaverse Benefit
15:59 YT Portfolio
18:39 My Cash
Q2 Meta Incomes Video
Apple Stock Video
Google Stock Video
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About time spending on Meta. Citing the call:
“This of course includes Reels, which continues to grow quickly across our apps — both in production and
consumption. There are now more than 140 billion Reels plays across Facebook and Instagram each day.
That’s a 50% increase from six months ago. Reels is incremental to time spent on our apps. The trends
look good here, and we believe that we’re gaining time spent share on competitors like TikTok.”
And
“Specifically, in terms of aggregate time spent on Instagram and Facebook, both are
up year-over-year in both the U.S. and globally. So while we’re not specifically
optimizing for time spent, those trends are positive.”
Great video btw đ
Excellent analysis, Sven! This kind of review is outstanding. I like your thinking out of the box.
I wasnât very involved with FB until I was invited to some cool hobby related FB groups and those groups membership keep growing with constant posts and consistent relatable content.
I started a negligible position at $98 even though I dont intend on increasing it. Never owned it because I had guidance from someone that it was trash and on the way down
I bought in in 2021, now doubled my share count for 1/4 the original cost. Capping it at 5% of the portfolio makes sense to me
Imagine the valuation of Oculus had it been spun off a few years ago. FB bought if for a mere $2 billion in 2014. Now everyone hates it despite billions in investments. Zuck isn’t as clueless as everyone thinks.
Hi Sven , nice video as always. Have you thought about the boost Meta stock might receive , if TikTok is eventually banned in the US over security issues , similar to its ban in India.
Wondering the same. Google as well would benefit with YouTube shorts
That fact that tiktok is allowed free reign in the US while Meta is banned in China is ridiculous
Again a great video đ I have the feeling that youâre matured significantly over the last yeah. Well structured non biased đ
Many thanks
thanks, working on it, I feel improved too, but still a lot to learn đ
META would literally double if their âMETAâ business was eliminated
An announcement to switch their focus of CAPEX and dismiss Meta entirely as a failure would absolutely destroy the stock price in the short term, which could be a buying opportunity
@Edward Halim If they made that annoucement at the same time as announcing a dividend of whatever they are now investing, I don’t think the stock price would crater.
I think Meta is a great investmet right now. Because, of course, when looking from an analyst perspective and model it, you can not predict FCFs, Capex nor Margins of the upcoming reality lab business. But in my view Zuckerberg realised that there is a huge opportunity to build up the metaverse. His company has tons of cashflow from its already quite mature business (Family of apps), and he is investing it into Metaverse to build it up first. He certainly caputres the first mover advantage with this, in an economy that might be a winner takes it all industry (we don’t know yet). Most of his competitors do not have the money, nor the knowledge to build the metaverse. Thats exactly what he did with Facebook back in the time, he just doesn’t like to build things slow.
They dont even need to capture alot, like winner takes it all. They only need a little part for this to be huge, maby they will end up controlling the operating system like android running the systems. like in normal internett they only controll sosial media. But they are first out so most likely they will get alot of market share. Meta has 3 times more capex than apple đ
Apple wont have the balls to invest like this. They only release stuff that are perfect, and metaverse will be a mess for many years. like early internett. Also you are buying the meta monopoly company for sosialmedia for around 2 times book value and 2 times sales. cant imagine it will go so much lower. Down 50% to bookvalue in absolutly worsk case. might be alot of headwind against advertising if this will be a hard resesion, but probably priced in.
Thank you.
China. it “seems” like they are slowing down trade and focusing on themselves, getting their own house in order, moving away from capitalism toward communism. They are a big market for Apple. Do you have any thoughts about that?
https://www.youtube.com/watch?v=rXb0LIXCPMM plus more on Thursday
This META verse investment has harmed most of META investors. Zuckerberg, your 1st responsibility is to your investors that have purchased/invested META.
@akbopescha In All get a financial Advisor, and stay less worried Don’t panic there are much more money you ought to make as long you have Capital sand please don’t feel low, I was once in your shoes..
@William wdclarkfm Best relieved message So far, Thanks for your concern Please how’d i get along with a Competent Fin. Advisor
@akbopescha Your Welcome, Even the best investors lose money when the market is down or when they make a decision that doesnât turn out as
Yearn. But, overall investing should intensify your net worth considerably, mine was not doing that I had to hire *âLaura* *Adams* *Goodmanâ* who helped me grasp what I was doing wrong and Conspicuous positive.
You’re thinking too short term, zoom out. The price moves with sentiment, it’s not the CEOs responsibility to appease the anxieties of investors to the detriment of necessary long term Capex. That applies regardless of the company.
đđđđđitâs your problem. Stocks is a risky investment
I feel as if things were the same as it was in Summer of â21 Facebook stock price would be very expensive due to excitement about the Metaverse
I do enjoy how you were prioritizing Google but took the opportunity that knocked and are now addressing Meta. You’re quick to react and adapt… with thorough analysis to boot. I’m impressed. Kudos to you doctor. You might not be investing in it by choice, but you did make your homework. It’s up to us to chose đ
Great stream, as always. BTC will soon be going up but only up to 27k or letâs just say 29k that range, itâs still on track to hit at least 15k by the end of the year or early January then off into the next bull cycle. It’s better to trade short term and make profits while still hodling. Lisa Mario taught me to implement her daily signals in the trading field. I entered with 2.BTC and gained up to 8 BTC in two weeks..
Mind if I ask for recommendation on this coach that guides you??
…..
Google and Meta hit my target prices recently and my limit orders snapped them at 93.5 (Google) and 98 (Meta). I place a lower multiple and thus bigger margin of safety on Meta as I consider it a sin stock. Because I find them very addictive.
Supposing that Meta is not putting any capex on Metaverse, the company is a steal at the current prices. Generational opportunity. But Meta puts 10 billion per year. But they have 30 billion sitting in their balance sheet! So, Iâm ok for them putting this money for 3 years on metaverse without a return. They are still a steal. The market has snapped 10 times + this amount of money! Youâre insane people, you know nothing. Meta is totally undervalued even if the metaverse fully fails, even if the Fed raises rates to 9%.
Good analysis. Just some points that I felt were missing.
First, if weâre re to believe the Zuck time spent is actually up (particularly when it comes to reels).
Second, part of the smaller monetization is also due to the macroeconomic environment, not just due to Metas inner problems (specially the USD appreciation and slowdown of marketing expenses).
Third, itâs not just the Metaverse that theyâre investing heavily in. Theyâre also investing into server infrastructure and AI in order to circumvent Appleâs privacy changes, as well as better monetizing reels and offering better suggestions when exploring to increase engagement.
I still think that there are lots of unknowns, so I understand that this isnât for everyone, but I feel like this is a much safer bet than most people seem to believe it is.
thanks for the great comment and adding value!