Alagu
2021-12-29

$Meta Platforms, Inc.(FB)$

I published this as a comment but would like to reiterate this if you find this interesting. 

I rather have a feeling that FB is no longer considered a FANG stock. Given its valuation, and my obeservation, it likes to move together with the dow jones. Much of a value stock rather than growth. 

Which is value and which is growth is always dertermined by wallstreet, and until VR/AR can prove itself(which it is starting to), you have to stick to the fact that it is a value stock. 

If and when the Q4 earnings comes out and it is stellar because of VR, you will see FB transition into a growth stock and start having upside moves the likes of NVDA and AAPL. Until then, be patient because nothing has changed. 

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精彩评论

  • cutieee
    2021-12-29
    cutieee
    When Facebook reorganized into Meta, the company had indicated that it would make a huge investment in the metaverse business, which might affect the company's performance in the next few years. So, please don't expect Meta to have outstanding performance in the fourth quarter. The real improvement may have to wait until the monetization of its metaverse business.
  • yeppy
    2021-12-29
    yeppy
    It is not VR hardware devices that can solve the slowdown of Meta‘s growth, but the metaverse business that will mature in the future.
    • LeilaLynch回复AfraSimon: 
      Seems to me like this is a stock set for major growth in the coming year. Once the metaverse has been unleashed to the public, gamers from across the world can finally meet face to face.
    • AfraSimon: 
      The best part about FB stock is that it doesn't even matter what it is really worth. Once we enter the Metaverse, FB stock will be worth whatever we want in our own personal virtual reality.
  • littlesweetie
    2021-12-30
    littlesweetie
    Elon Musk pokes fun at the metaverse, trashing the idea that anyone wants to strap a screen to their face the entire day, so don't place too much hope on metaverse.
  • maroketo
    2021-12-29
    maroketo
    I agree with you. But it should be pointed out that FAANG is no longer a growth stock. In addition to Netflix, Amazon, Alphabet, Apple and Meta have already entered middle age, and they should be regarded as blue-chip stocks. That's why Buffett started buying Apple shares. Meta's share price didn't rise as much as the other four companies for many reasons, the main reason being that there were no problems in the company. You can check the successive reports in the Wall Street Journal.
  • MatthewWalter
    2021-12-30
    MatthewWalter
    FB said they’re going to separate the earnings for the vr labs entity. Fb wouldn’t do that with Instagram but they made a point of doing so with the metaverse stuff. I’m thinking that while the metaverse is years off when they announce quarterly earnings they want to specifically let investors know how it’s coming along. I think this is a good thing.
  • CyrilDavy
    2021-12-30
    CyrilDavy
    FB has the potential upside of a growth stock with their aggressive strategy to dominate the metaverse. Reassuring value, excitement of growth, you can't go wrong with this stock.
    • ChristKitto: 
      FB invests $10B in Metaverse; additionally, FB is buying back $50B of FB shares. Metaverse is technology of the future. DON'T SELL. Be Patient. FB price will exceed 52-week HIGH in the near future
    • CatherineGunter: 
      FB pioneers in Meta, other companies follow. Meta is technology of the future. FB invests $10B in Metaverse; additionally, FB is buying back shares worth $50 billions.
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