People keep forgetting that only a fraction of the reality labs investments goes to the metaverse. The rest is for ai etc to help grow & monetize their core business
@@janlukaseyer2477 most of that reality laps investment is in AI, which is not Metaverse only, but very helpful for their core ad business, for taking market share on instagram for example, + offering new services, etc
I've "lost" quite a bit on META, but I'm adding as much as I can. It's way too good and undervalued right now to miss this opportunity. Even if the Metaverse would not be a huge success, Meta will do good enough. And if the Metaverse manages to be profitable... Well... Thanks!
Nice video. Only one question, do you use Facebook? Or said in another way, would you buy Facebook even if you do not like their product? Btw, now it is 1,5x the stock.
Too much investment goes in Metaverse , but let's see if Zuck can pull this off! Risk is high for me , I am not investing. But super good topic to watch!
but the logic behind an investment is to make more money, so if you don't invest, what do they do with all the FCF? Dividends obviously isn't a viable option for such a "young" company
hate it or love it company. Its betting big on the metaverse which I think has a potential to succeed in the future. May not be now or in 5 years but the newer generations are adopting/relying more on technology. I think it's a no brainer under $90 because even when they're betting big on the metaverse, it still doesn't affect their core business. Also whatsapp is a sleeping giant.
Good video. However, what is your opinion regarding the fears hovering the company such as high CAPEX spending, decrease in revenue etc.? Your calculation did not seem to factor those scenarios in where the company might go crazy and dump even more cash into its CAPEX and still lose the competition (decrease in revenue, FCF and increase in spending).
Hey Cameron, short question, what would your advice be to someone who's starting to make videos in the finance space? P.S. I appreciate your videos, been subscriber for months :)
Here is my advise as an viewer. Curate your own investing process and be different from the rest and always always translate the 10k reports into a simple and summarised manner.
If VR is the new future and everyone's walking around with the VR headsets on to look at social media then they will make a ton on the stock if this flops the stock will not do well for long period of time unless they stop investing into this
Meta success or failure depend on the metaverse. The investors are not ready to put their money in a company totally controlled by one person (even if it's cheap).
Why do you think 5% growth up to 2031 is a conservative forecast? Meta's business can go downhill pretty fast just like Yahoo's did. If people start quiting facebook it will be like an avalanche. Actually I'm convinced that it's inevitable outcome just like ppl previously quit message boards, chat rooms, blogs etc. Younger generation does not even register on facebook anymore.
Maybe they could pivot to renting out the unused capacity on all those servers they're buying and start offering some web services like Amazon, Google, and Microsoft?
There needs to be a platform for old people and Facebook is that. My dad's like 70 and he loves the marketplace etc plus these old folks are loaded so advertisers can focus on them.
Great review as always! Biggest position, biggest loss for me lol. Still makes a lot of cash, if metaverse pays off then huge, if not, hoping they can pivot.
I’m just lost on this. Who still really uses Facebook? All I ever hear is younger people saying it’s for old folks. But I don’t know anyone older using it regularly for at least a few years. Feels like it’s fading like aol, MySpace, etc.
On this one - u nuts, Mark has 51% voting rights & continue to Burn cash on Metavers, he not a innovative, mark a theif who got lucky. 10 years lucky be $82
Great video reviews as always! Take a look at Cognex Corp. (CGNX) It catches my attention because I see it as possibly having a needed product for manufacturing. I really don't know how much competition it has. Thanks for the videos and analysis.
I like the stock but it could also be impacted by the macro effects due to a higher probability of going into a recession. They also outsourced some of their distribution sectors in Indonesia and it could disrupt their delivery (recent earthquake and potential tsunami)
This aged really well. Good job!
People keep forgetting that only a fraction of the reality labs investments goes to the metaverse. The rest is for ai etc to help grow & monetize their core business
Could you elaborate?
@@janlukaseyer2477 most of that reality laps investment is in AI, which is not Metaverse only, but very helpful for their core ad business, for taking market share on instagram for example, + offering new services, etc
This aged very well. Congrats!
Thank you for your effort, Cameron. We appreciate your work!
Thanks for watching
Yesterday I sold my shares, dcf shows me no margin of safety. Now I see your pt has been reached, congrats
Hey Cameron, thank you for the update on Facebook. Very good content!!!
Hey, thanks!
I've "lost" quite a bit on META, but I'm adding as much as I can. It's way too good and undervalued right now to miss this opportunity. Even if the Metaverse would not be a huge success, Meta will do good enough. And if the Metaverse manages to be profitable... Well... Thanks!
I feel like Zuck needs to step aside and let the company go back to making money.
@@CstewartCFA Thanks for the reply! Yeah, maybe Zuckerberg has lost his touch... or his mind, lol, who knows! Best regards.
I’m considering jumping in but I’m nervous to pull the trigger
Nice video. Only one question, do you use Facebook? Or said in another way, would you buy Facebook even if you do not like their product? Btw, now it is 1,5x the stock.
Hey Cameron, checking in on FB, wouldn’t this be a good time to sell as the value has almost exceeded your projections for the next 10 years?
Indeed it is a good time to sell.
2023 ebitda grew 54% to 58 billion 😳 that’s about where you estimated it to be in 10 years out and we’re already there. Crazy acceleration
Hi Cameron,
Love the videos. Could you take a look at Stellantis? Super low EBITDA/EV
Too much investment goes in Metaverse , but let's see if Zuck can pull this off! Risk is high for me , I am not investing. But super good topic to watch!
but the logic behind an investment is to make more money, so if you don't invest, what do they do with all the FCF? Dividends obviously isn't a viable option for such a "young" company
hate it or love it company. Its betting big on the metaverse which I think has a potential to succeed in the future. May not be now or in 5 years but the newer generations are adopting/relying more on technology. I think it's a no brainer under $90 because even when they're betting big on the metaverse, it still doesn't affect their core business. Also whatsapp is a sleeping giant.
Wonderful analysis Cameron! Thank you so much! 😎✌🏻🍀
Glad you enjoyed it
Do You think Russel 2000 is as good as spy is? Thank you
Good video. However, what is your opinion regarding the fears hovering the company such as high CAPEX spending, decrease in revenue etc.? Your calculation did not seem to factor those scenarios in where the company might go crazy and dump even more cash into its CAPEX and still lose the competition (decrease in revenue, FCF and increase in spending).
Another fantastic analysis !! Cameron, do CASHCOWS have 610 FICO scores ??? One Main Financial thinks so..
Whoo~ A new chart!
A Big Thums Up!
Cameron, will you being doing an update on this stock after the recent stock improvements?
LETS GET TO WOOOOOOOOOOOOOOOOOOORK
Good work 👍
META $400+ soon
Also start a short video series with videos shorter than 5 minutes. This will make you more popular.
Up 20% after earnings !
Wow even a pessimistic view of meta and you still crush it next 10 years
or they dump that free cash flow into the meta verse, you forgot that possibility
they just said they will slow spending so thats great.
This assumes they are prudent with capital allocation, which has been a problem in the past.
Um have you seen the last 10 years. Yes year has been dumb but thats why you get the sale
I think it is still a buy even closing in on 200
Cameron , Do you have plans to turn your excel model into a subscription plug and play web based model ?
Interesting question from a user name Work Smart. :)
Hey Cameron, short question, what would your advice be to someone who's starting to make videos in the finance space? P.S. I appreciate your videos, been subscriber for months :)
Here is my advise as an viewer. Curate your own investing process and be different from the rest and always always translate the 10k reports into a simple and summarised manner.
@@yingyanginvestor2569 Thank you, that is much appreciated!
This is a value trap. You should go over the risk that they become the next AOL
100%. I’m
Sick of throwing good money after bad on this turd
no its not
this aged well
If VR is the new future and everyone's walking around with the VR headsets on to look at social media then they will make a ton on the stock if this flops the stock will not do well for long period of time unless they stop investing into this
Where can I buy this shirt!?
I need to post it on my merch shop
25:15
If you want to sell meta at +$300 then you are just too late. In 2021, you had plenty of chances to sell it at those prices.
Knowing when to Sell is just as hard as buying at the right time
Sick of throwing good money after bad into this bottomless pit. I’m down like 50%
If you have no idea what you are doing, there is no reason to continue what you are doing. But if you had a clue, you would know what to do.
Funny
Yes stocks are volatile. They can move 50% in a single year, don’t complain you bought it for 10 years from now not tomorrow
You probably shouldn't be investing in stocks lol
Will at least 3 x. I bought the Meta dip 📈
@Raven Salmo yes, indeed.
I bought in at 90 and sold at 110. I hate this stock being in my portfolio. It keeps me up at night
if it keeps you up at night, it was probably the right reason to sell.
you could have doubled your money by today lol
dont buy stocks
90x 3 = 270 now
Hurry up and go online so i can start to make some profit with my 1 share lol
You say 10-15 years? Facebook will cease to exit. Their only way is the metaverse if they can make it into reality soon (less than 5 years max).
Meta success or failure depend on the metaverse. The investors are not ready to put their money in a company totally controlled by one person (even if it's cheap).
No it doesn't depend on the metaverse.
Why do you think 5% growth up to 2031 is a conservative forecast? Meta's business can go downhill pretty fast just like Yahoo's did. If people start quiting facebook it will be like an avalanche. Actually I'm convinced that it's inevitable outcome just like ppl previously quit message boards, chat rooms, blogs etc. Younger generation does not even register on facebook anymore.
Maybe they could pivot to renting out the unused capacity on all those servers they're buying and start offering some web services like Amazon, Google, and Microsoft?
I agree the future is unknown, the questions is does the return forecast justify the risk of 5% growth assumption?
There needs to be a platform for old people and Facebook is that. My dad's like 70 and he loves the marketplace etc plus these old folks are loaded so advertisers can focus on them.
Young generation doesn’t register on Facebook. And what about instagram. Also what about world wide penetration of WhatsApp.
People have been calling for FB to die since the GFC. Still growing. How many years does it need to grow before this narrative dies?
Best deal in the market. Sooooooo cheap.
😎
I bought it @180. Have no extra free cash lol😂
Congrats. I'm average I think 220
@@25andinvested Mine is 205. Rip.
@@hughjackson218 feels bad man
Great review as always! Biggest position, biggest loss for me lol. Still makes a lot of cash, if metaverse pays off then huge, if not, hoping they can pivot.
good luck
I’m just lost on this. Who still really uses Facebook? All I ever hear is younger people saying it’s for old folks. But I don’t know anyone older using it regularly for at least a few years. Feels like it’s fading like aol, MySpace, etc.
But instagram, Facebook, and what app are the most downloaded apps month after month... prove that it is dying plz
yes they need to refocus.
My whole Mexican family is on Facebook and uses it and I have like 200 family members lol but I don’t really use it I use snap and Instagram
If I recall, most of META's revenue is international. It's a huge business.
Hey Cameron. I’m interested in buying your course to treat myself for Christmas. Will you be doing a sale on your course during the holidays? Thanks 😁
On this one - u nuts, Mark has 51% voting rights & continue to Burn cash on Metavers, he not a innovative, mark a theif who got lucky. 10 years lucky be $82
Too much risk for me. It's not a question of past financials but of existential risk to the company.
keep up the great work...
Great video reviews as always!
Take a look at Cognex Corp. (CGNX) It catches my attention because I see it as possibly having a needed product for manufacturing.
I really don't know how much competition it has.
Thanks for the videos and analysis.
I like the stock but it could also be impacted by the macro effects due to a higher probability of going into a recession. They also outsourced some of their distribution sectors in Indonesia and it could disrupt their delivery (recent earthquake and potential tsunami)