NFT: Investment gurus—is Meta starting to look way undervalued?

Should bounce relatively soon. Getting to the end of a bullish flag pattern. Id expect a quick 10% run to the upside in June. The VIX is inversely showing a bearish flag.

But it depends - if you think the sector is undervalued based on recent performance and expect a bounce back then that is a fair assessment. As for Meta, I have a hard time buying into their long term strategy of building the metaverse. Facebook has never been an innovative company; they were a fast follower of MySpace and everything else has been acquisitions to buy out potential competitors and expand their market. Unlike peers such as Google, Apple, Amazon, etc; Meta has not developed a single major internal innovation which makes me very skeptical that they will be successful with the metaverse.

But it depends - if you think the sector is undervalued based on recent performance and expect a bounce back then that is a fair assessment. As for Meta, I have a hard time buying into their long term strategy of building the metaverse. Facebook has never been an innovative company; they were a fast follower of MySpace and everything else has been acquisitions to buy out potential competitors and expand their market. Unlike peers such as Google, Apple, Amazon, etc; Meta has not developed a single major internal innovation which makes me very skeptical that they will be successful with the metaverse.

suffers from the same braindead poor mismanagement, policy and leadership that sent Twitter and Netflix into the trash bin.

Plus Zburg looks like some sort of zombie alien.

In comment 15718007 Spiciest Memelord said:

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suffers from the same braindead poor mismanagement, policy and leadership that sent Twitter and Netflix into the trash bin. Plus Zburg looks like some sort of zombie alien.

Zombie alien is not the type of investment analysis I was looking for but still thanks for your opinion.

but if you really like meta (or anything else), you could maybe buy small amounts at each dip

Make a profit? If their ad revenue can’t be tied one for one with a new user and the amount of server space required for that one user. What I mean is, for every new user they have the potential to get unlimited amounts of views on their page. So if one new user makes a post and that post has to be reflected to however many users view that post, then that requires a much larger amount of server space. If the one post generates, let’s say, a million views then that’s a million new views worth of server space that is created. But those views and that data don’t have a correlating ad buy return on them. So how does the company make back the money it costs for all those reflective views that have just been created?

It seems like their overhead would always outpace their ad revenue. How does meta cover that cost?

information.

and the juicy premiums do make me feel a little uneasy. But the difference between SNAP and FB, is that FB make money, and it trades at a reasonable price-to earnings ratio, for whatever it's worth.

I was watching CNBC this morning, broadcasting The annual World Economic Forum in Davos Switzerland. Several CEO's and Stock analysts sat for interviews.

More than a few of them said "Don't bet against Zuckerberg or Musk. These 2 have some of the smart people working for them."

They mentioned that Web 3.0 is the next new thing. Crypto will get a big boost from this. I think it would be OK to take a position in those companies at these prices. Not your whole nest egg of course, but for the long term....these prices might look cheap.

In comment 15718112 Named Later said:

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I was watching CNBC this morning, broadcasting The annual World Economic Forum in Davos Switzerland. Several CEO's and Stock analysts sat for interviews. More than a few of them said "Don't bet against Zuckerberg or Musk. These 2 have some of the smart people working for them." They mentioned that Web 3.0 is the next new thing. Crypto will get a big boost from this. I think it would be OK to take a position in those companies at these prices. Not your whole nest egg of course, but for the long term....these prices might look cheap.

There is some regulatory risk. If the R's take control of Congress, the knives are going to be out for Zuck and some of the other social media concerns.

are the restrictions Apple has added, allowing users to opt out of apps tracking them wherever they go, even when not using the app, and to opt out of apps tracking their web activity. FB made a TON of ad rev off of location and surfing data, and I don't think that's coming back.

You also have to take into account potential political efforts to codify what Apple has done into law. Many countries already do it. By volume alone, FB is always going to bring in significant ad rev, but I don't see them getting back to anywhere near their heyday.

1.Everything I read about the market discusses interest rates and the money supply. Personally,I do not think the market makes a big comeback before there is a change in energy policy and regulatory interference with business.
2.Eric is very smart. He separates whatever politics he has from this site. Zuckerberg is entitled to his opinions but he has alienated a lot of consumers of his product.

I don't trade/invest based on valuation. Stocks in down trends can always go lower. I became an accountant thinking I would invest based on valuation, but it is way harder than I thought. If I had to put money to work in the big tech companies I'd go with Apple. It has held up better, but I still wouldn't do it right now.

Cash is a great position right now. I have most of my money in cash. Wait for the indexes to start to flatten out and trade sideways and then buy the next emerging tech leaders if you can identify them early. Don't get stuck owning the big names of the past, it is most likely the names of the past won't lead the next bull run.

For what it is worth, one of my new favorite traders says "DON'T BUY STOCKS IN F**** DOWNTRENDS" . For any reason. LOL. I agree.

In comment 15718047 Kmed6000 said:

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information.

Amazing isn’t it? This country is a meat market. And we’re all on the fucking menu.