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Is META, aka Facebook, a value play after the last earnings miss? We’ll use our 8 Pillars, Stock Analyzer Tool, and chart reading strategies to find out.

#metastock #valueinvesting

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Meta is having quite the year it hit a high of 380 or so a share, and it got as low as 155 or 160.. It started to get my attention as it fell. Why?
Because i like stocks default a great place to start to look for value. Is stocks that have fallen to 52 52-week lows? Does that mean it’s a
guaranteed value? Absolutely not your job as an investor is to make sure that you understand the difference between price and value. We want to see a
disconnect between people’s perception of the company versus the stock price

So let’s pull up meta in our stock software, so i’m going to type in meta here on the main page, meta platforms. All right, the stock is currently at
163 dollars per share down 2.75 but, as i said, it’s a high of 384 and a low of 154.. So let’s go through the eight pillars: real quick on our
software. This is an eight pillar, thriller

I look at the first and the last. What are they? The five year p e ratio we want under 22.5 and the five year price of free cash flow. We want under
18., Oh sorry under 22.5 and it’s 18.. So this is good

Does it mean to buy? No, it does not. We look at all the other attributes. They bought back a few shares. Now i will say this

So that means these ratios here. Instead of being 18 were around 36 to 40 and instead of being 17 35 to 40, that’s pretty expensive to be buying back
shares when they’re buying back shares at expensive prices. They’Re investing your money as an investor into an expensive company. Yes, it’s their
own, but it’s no different than investing in another company, so we want to make that take that into consideration

They can pay off all their long-term liabilities with 0.9, basically 11 months of their free cash flow. That is incredible. They have cash flow
growth, they had revenue growth and they have rate income growth all over the last five years and they have a high return on invested capital. This
means they get a high return on the money that’s invested in the business

Going forward with a company to make sure that they can get good returns for their investors as cash is coming into the business okay. So let’s look
at a couple aspects of the company because they have slowed down and what’s the reason why they fell from 384 to 160.. Well, a big part of it is
quantitative. The user growth has slowed guys

They have three and a half billion worldwide users on instagram, whatsapp, facebook, augments all their platforms, three and a half billion of the
7.5 or 8 billion people on this planet. Just think about how many people? Don’T even have access to a computer and facebook is touching so many
people, so it’s natural that their user growth is going to slow. My thesis on facebook is or meta they haven’t maximized the revenue per user and
they’re investing a lot of money in the metaverse. This virtual reality, world of which we’re supposed to live in in the future

Investing in this. So if it doesn’t work out in five years, yes, they’ve lost 50 billion dollars, which sucks, but they also have 10 billion dollars
extra per year to give back to shareholders and that’s the key there. You have to sit there and say if this meta platform idea doesn’t work, are they
still going to be a good investment going forward? So that’s what we’re here to look at so some of the things i want to look at some more. This is the
income statement over the last 10 years

That’S incredible! Even last year they went from 105 to 120., Okay net income growth. Let’S go to the bottom here. Look at this 19 billion five years
ago, 500 million 10 years ago, and now 33 billion look at this 55 500 million dollars. They do this now in three or four days

Does that mean you gotten by no, it’s still possible to overpay for a lot of profit and it’s very possible over pay for growth? Let’S go look at the
growth numbers of last five years, so we have our stock analyzer tool if you’re new to this channel. I’M paul i’m a value investor. My goal is to buy
companies for less than the market perceives them to be worth. I use the quantitative aspects to screen out businesses and determine which ones i like
most and to invest in them and part of the quantitative part

To tell me what price to pay for the company today excluding their balance sheet? Is this a surefire sure why a way of investing absolutely not? But
it’s a great starting point, because the bigger the discount to my value, the more research i can do to determine if the stock is a good buy or not.
Now the question is what price we pay for facebook, slash meta. That is why we have the stock analyzer tool. This has been our most valuable tool in
our software because it allows us to make assumptions about the future and bring those assumptions to today to tell us what’s price, to pay

We give the one five and ten year as kind of a guideline, but as time goes on and the stock gets bigger and bigger and bigger, we have to adjust our
assumptions. My goal is to be conservative. Now, if you’re serious about investing you’re going to want to watch this part of the video over and over
again several times, because this is exactly how i want you thinking about being conservative about the future. There’Ll be people out there who look
at a 39 revenue growth of the last 10 years and say: okay, i’m going to assume 30 to be conservative

I’Ve done on meta, i’m going to use different numbers. I do now. I don’t use the exact same numbers, but i’m conservative in all of them. That’S the
key there if they’re around the same numbers

Like usual, i usually pick the 10 years of analysis and again you can pick anywhere from one to 20. And if you have our software, compare your
assumptions to my assumptions. I’M not saying i’m right, i’m not saying you’re wrong. However, i would say you’re wrong for assuming 30, you might end
up being right, but it’ll be a fluke and it’s not reasonable. So low middle and high revenue growth assumptions guys i’m going to go with 6, nine and
12.

Oh, my god, six. How is it so low? Well guys, remember apple changed how they’re allowing facebook to use their data. Facebook is gon na spend their
their big growth came in the last 10 years and they have to sit there and readjust how they grow their revenue. I think i’m being very conservative,
but i would not be surprised

That is where i’m standing there and that’s still almost doubling in the next 10 years. Profit margin now for profit margin. Look at the one five and
ten year numbers we have 28 percent last year, 32 in the last five and 31.7 in the last 10.. They are spending a lot of money on meta over 10 billion
dollars a year

I’M okay doing the high level where they were previously, but in the meantime, then below in middle. I want to be a little more conservative, free
cash flow margin. I’M actually going to mimic the exact same thing, because over long periods of time, free cash flow and profit and earnings should
be about the same thing. So i’m okay using the exact same numbers here now

The key here is: where do you think the p e and the price of free cash flow should be in 10 years, not today, 10 years from now, so the larger and
larger a company gets and the less growth potential it has the lower your pe should Be that’s a big reason why, on companies that have 30 or 40 pes
and a lot of growth potential i’ll go put it to 14 and like people like wait, what are you doing? I’M like guys it’s already if it grows the time in
the next 10 years, it doesn’t deserve the same pe and multiples as it does today. Okay, now here we see pe and price of free cash flows already being
pretty low, 13 and 12.. I do believe that the moat of facebook justifies a higher pe, so this i’m gon na do here. I’M actually gon na do 13, 15 and 17
for both of these pe and price of free cash flow multiples, because i do believe that as they get bigger and bigger and bigger and they engross more
of the world’s users, they can still have that moat to Justify the market wide pe plus, you want some sort of discount and finally for the desired
annual return um so guys i could actually understand doing a scale level here

I actually want a 15 return, because i think a few things have to work out for them in the meta, but there’s more risk for that. So that’s why i’m
putting a higher return level and the same thing for the high i’m gon na do 17 and a half percent here. So if you compare this video to my past meta
videos, i have not done that scaled up version. I actually like this at times when there really is a wide range of where the stock growth could be

That does not mean you go out and buy. It means you verify you do your research to verify. This is actually probable to happen any one of these and
it’s all red doesn’t mean you go out there and avoid it. If it’s pretty close, look at the stock right now, it’s down three percent

Okay, it’s not far off what you can do if you have. Our software is added to your watch list at 150 and the phone app email and software will notify
you when it hits 150. So it allows you to do more research and enter this community and start talking to people about what they think of meta. If you
don’t have our software yet go to everythingmoney.com it’s less than a cup of coffee per day, it is so easy to use

So we hit the analyze button scroll down. Oh boise, we got all three red – all three greens, sorry, 165 low 260’s, a high guys. Do your research, i’m
doing my research. I have puts at much lower prices on meta

I feel, like the story. Has been overly dramatic and i encourage you to do your research – don’t just buy because i’m looking at it. That is very
irresponsible, but i appreciate your time if you want to learn more about our eight pillar process. Watch this next video about the whole eight pillar
process and don’t forget to subscribe to our channel

Video

Source: https://www.youtube.com/watch?v=Rxaa6ru8dVw

Description:

Over the last 7 months, Meta, the parent company for Facebook and Instagram, has fallen by 52%. What’s going on? What has caused Facebook to tank in the markets so heavily? Is it related to the Metaverse? Has TikTok proved too strong as competition for the two apps? Is Instagram worse off, or Facebook? What is Mark Zuckerberg doing to stop the decline?

This video will cover, Why Facebook \u0026 Instagram Have Been Failing

Thank you guys for watching, like and sub if you enjoyed, SunnyV2 XO ❤

Also, the idea for this video was inspired by \”SomeOrdinaryGamers\” who posted a video on a similar topic in February 2022 titled \”Facebook Is Finally Dying…\” You can watch his version here – https://www.youtube.com/watch?v=icSvHRcDO5o

Facebook stock price has fallen by over 50 in only seven months. What’S going on well, let’s begin by looking at the day on which this price decline
began. The second of february 2022, when the parent company of facebook and instagram lost 230 billion dollars of value in less than 24 hours. Just to
give you an idea about how much money 230 billion dollars is, the total gdp of new zealand, being the value of every single product or service
produced by the entire country for the whole year was only 210 billion, which is less than what facebook lost In a day, so what went wrong on this
fateful day in february, when meta set the record for the highest one-day value decline in stock market history? To put it simply, this was the day on
which facebook revealed to the public that both their site, usage and revenue has been declining shown on screen is a graph displaying the amount of
daily active facebook users over the last 10 years for every quarter. Besides the first three months of the pandemic, growth in the facebook user base
was almost strangely consistent

As opposed to daily facebook users, the data is similar, only 0.1 growth from october to january 0.8 from january to april, and then even a decline
of 0.07 percent from april to july. Surprisingly or perhaps, unsurprisingly, instagram follows a similar trend to facebook, nothing but growth from
2015 until 2021, at which point stagnation hits. Why well the first reason behind facebook and instagram’s user growth. Stagnation is somewhat of an
impressive problem

Of these 5 billion remaining 1.7 billion living countries such as china, iran and russia, where facebook and instagram have been banned by the
government, leaving only 3.3 billion who aren’t using the service according to an article written by the new york times. Another 3 billion do not use
the internet at home or on their phones, and in some of the world’s most populated countries, including pakistan, bangladesh and nigeria. A majority
of people are not online. If you then factor in another 15 of the global population who are under the age of 10, making them too young to use social
media at all, then pile on the hordes of people who have made a deliberate effort to boycott social media altogether

It explains how zuckerberg is working to literally provide the entire third world with the internet, because it’s now the only way that meta can
reach new people connecting the entire world, wouldn’t actually literally be possible unless everybody in the world were on the internet. So
zuckerberg has decided to make sure everybody is. This sounds like the kind of thing you say: you’re gon na do, but never actually do, but zuckerberg
is doing it. He is in chandori today on a campaign to make sure that actually, literally, every single human being on earth has an internet connection

Is it selfish for zuckerberg to connect the entire world to the internet just so he can get more people onto facebook and instagram, or is it a win-
win situation for everyone? That’S an ethical conundrum for you to consider. However, this might not even be the main problem as meta isn’t only
running out of new people to introduce the services to, but those who are currently active on the services are departing in droves, somewhat
hilariously facebook has lost 1 or 30 million of its users. To that pesky little thing known as death and with 12.1 percent of facebook‘s user base
being over the age of 55, this number will inevitably increase as time progresses. Yet facebook should probably be less worried about the boomers and
a little more concerned about the zoomers as facebook‘s biggest loss in user count stems from the younger generation back in 2018. Facebook
demographics began to follow a very interesting trend

One year later, in 2019, another piece of data was published, supporting a similar trend only to a more severe degree. There was a slight increase
from the oldies, barely any change for the middle age crowd and again, a massive 17 decline in only two years for those using facebook under the age
of 34.. After seeing this data, it’s no surprise that facebook has also earned the title of a social media’s retirement home. It’S definitely
developed a reputation as a platform mainly used by the older generation

This might also account for why it’s become such a trend for young people to hate on facebook who the hell uses. Facebook anymore is, without a doubt
something you’ve heard from a friend or your favorite large influencer, and it seems as though this attitude is doing serious damage to the platform
as when looking at the most recent data for how many youngsters are using the platform in 2022, The numbers begin to get scary when u.s teens were
surveyed in 2014 to 2015 71 said that they used facebook at all. However, over the last seven years, this number has more than half to only 32
recently representing the biggest decline out of any social media platform, and when looking a little closer at the graph displayed on screen, the
reason becomes pretty damn obvious competition

There are now well over five strongly positioned social media platforms to endlessly scroll through and it isn’t sustainable for our minds to
compartmentalize nor prioritize our relationship with all of them. For the sake of time and sanity, people have to eliminate platforms that begin to
lack a value-add incentive. Facebook, which teens often associate with their parents, has little to offer gen z, zuckerberg himself even echoed this
sentiment when meta stock price began to decline seven months ago. He stated that they were facing unprecedented levels of competition and that people
have a lot of choices for how they want to spend their time and apps like tick

We can see that the gen z, big four social media platforms, a snapchat at number, four instagram at number, three tick tock at number, two and
youtube way out in front with over 95 of us teens using it. When examining each of these big four platforms, the value they add or the edge that they
have is obvious, youtube long form, video tick, tock short form, video, instagram images and photography, snapchat photo messaging. Even twitter has a
discernible edge as a platform for those who want to follow politics and the celebrity world. However, when looking at facebook, the value it adds or
the edge that it has isn’t all that obvious, the general vibe that facebook gives is that it’s a watered-down weaker version of the four most popular
apps combined and it’s diversified to the point where, rather than being Strong in one area, it’s just kind of weak in all areas

Seven months ago, zuckerberg announced that their focus was going to be on short form video. But it’s obvious that the facebook algorithm is poor in
comparison to youtube and tick. Tock. And what’s the point in going on facebook to see your friends photos when they’re posted to instagram anyway,
facebook definitely has a bit of an edge with messenger, but this is still in very close competition with snapchat, instagram, twitter and good old-
fashioned text message

He understands that facebook‘s edge lies in providing the best circumstances for online social interaction and if zuckerberg can pull it off in a
way, that’s interesting, accessible to everyone and not cringy. It sounds like a pretty cool concept, despite the online metaverse hate train.
Additionally, the metaverse is theoretically a product that will appeal to the younger audience who are departing facebook in droves, in an article
written by forbes. This was highlighted as the main reason behind the metaverse’s development

We’Re retooling our team to make young adults our north star. He said on last week’s wall street conference call. The other thing that zuckerberg
seems to have going from is that, as highlighted by the previous data, it seems as though many of facebook‘s young former users are simply migrating
to his other product instagram, which is clearly not in the same dire straits that facebook is in. However, it’s not like instagram hasn’t been
without complaints

Why is instagram changed? The app looks different and users hate it june 2022. Why is everyone saying? Instagram is rubbish now and what’s tick? Tock
got to do with it july 2022. All of these articles touch on the exact same current complaint about instagram, it’s drifting away from its roots in an
attempt to become tick-tock, it used to be a place for pictures of food travel, maybe short, videos and stories. Like facebook, your instagram feed
was mostly filled with people, you know, or brands or influences you chose to follow. That’S all changed. Now, though it seems, instagram is trying to
be tick-tock as a result of these drastic changes to the platform

I just want to say cute photos of my friends sincerely everyone. However, it’s not like celebrities have been the only ones to notice such changes.
If i really wanted another tick tock on my phone, i would have downloaded tick tock. What’S up with the instagram feed

Lmao. This new instagram immersive feed has got to be one of the worst updates to an app. I have ever seen lol in a split second, my instagram turned
into tiktok, with my mostly photography fee. Turning into video, i love tiktok for what it is, but this is they’ve ruined instagram

The article stated instagram users, cumulatively, are spending 17.6 million hours a day watching reels less than one-tenth of the 197.8 million
hours. Tick-Tock users spend each day on that platform. Real’S engagement had been falling down 13.6 percent over the previous four weeks and that
most reels users have no engagement whatsoever when referring back to instagram’s quarterly revenue chart. These negative changes seem to reflect in
the flatline scene over the last 12 months is instagram running into the same problem as facebook trying to compete with everything whilst losing
their edge in the process

Video

Source: https://www.youtube.com/watch?v=r-mAyu5RruU

Description:

Over the past 4 months, Meta/Facebook stock has plunged 38%. It’s clear that Apple’s ad tracking transparency, TikTok’s fierce competition and macroeconomic factors have all spooked investors. So in the video I chat with Divya Narendra (yes, the guy from The Social Network, and also SumZero founder) to discuss what he thinks of Meta’s future, and the current valuation.

Check out SumZero, and let Divya know you saw this interview!
SumZero on YouTube: https://www.youtube.com/channel/UCgE3b0a0VFA6WnJv7Oj4bIw
Website: https://sumzero.com/
Divya’s Instagram: https://www.instagram.com/divyanarendra/
Divya’s Twitter: https://twitter.com/DivyaNarendra

New Money Clips: https://www.youtube.com/channel/UC2Ss…
My Podcast: https://www.youtube.com/c/TheYoungInv…

If you’d like to try Sharesight, please use my referral link to support the channel! 😀
https://www.sharesight.com/newmoney/?…
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★ ★ CONTENTS ★ ★
0:00 Meta Stock is Dropping!
0:51 The App Tracking Problem
2:37 Meta’s Network Effects
3:15 Responding to Competitive Threats
4:55 Responding to TikTok
7:07 The Hardware Play
10:01 Solving Real World Problems
11:10 The Importance of AI
13:32 The Valuation
15:17 Divya’s Work on SumZero
16:23 Sharesight

DISCLAIMER:
Neither New Money or Brandon van der Kolk are financial advisers. The information provided in this video is for general information only and should not be taken as professional advice. There are risks involved with stock market investing and consumers should not act upon the content or information found here without first seeking advice from an accountant, financial planner, lawyer or other professional. Consumers should always research companies individually and define a strategy before making decisions. Brandon van der Kolk and New Money are not liable for any loss incurred, arising from the use of, or reliance on, the information provided by this video.

#meta #facebook #stockmarket

Take a look at this: this is the one year stock price chart for meta, the world’s biggest social media company. As you can see, it doesn’t look so
good at the time of recording down 44 year-to-date. But if you look at say revenue or net income or free cash flow over time, this company has shown
nothing but success again and again so being a confused meta shareholder myself. I thought it best to get a second opinion. What is going on behind
the curtain, and should we be worried so to help me out, i reached out to divya narendra the guy that originally thought up the idea for facebook

com yeah divya is the guy and, interestingly, he’s been a facebook shareholder for a very long time. So we sat down for a two hour chat the other day
and the first question i wanted to ask him: was around apple and google’s clamp down on app tracking, which is limiting meta’s ability to serve
relevant ads, and the question i asked him was: do you See that as a fundamental problem for meadows business going forward well, there’s no question
that it’s a problem like uh. You know, i think, that’s that’s indisputable. The question is, is it priced in and i think a related question is: will
they solve that problem? The most recent headwinds are part: ios ios145. You know this whole apple, app transparency, tracking framework that apple
has developed, but also kind of just the fact that tick-tock has become as popular as it has and then there’s a lot of stuff going on

Oh, the cost of capital has changed and risen. That’S affected. You know really all of tech and a lot of the higher multiple equities have gotten
absolutely smashed. But i think, if you put yourself in the position of a marketer somebody who is putting ad dollars to work, ultimately, you are
going to spend where your audience lives like

So look with ios changes. Ad relevance, you know, probably takes a hit at the end of the day. I still think marketers are on the margin. They’Re gon
na go with like the best ad tech they can find on a platform with their audience

Really. The question is, like has anything changed about the the overall network effects of the business and i don’t think they have. I think that’s
the key question here: have the network effects change because the thing is apple and google can put out more and more restrictions on privacy and app
tracking and sure that sucks for advertisers like meta but meta’s apps all have one key advantage that separates Them from the rest of the pack – and
that is the raw user numbers, currently 2.82 billion daily active users within their family of apps. As tv said, meta has the largest collection of
humans

That is very difficult for other businesses to topple, but of course you never want to get complacent right. So how does facebook ensure they keep
their number one position so zuckerberg love him or hate him. The guy is very much attuned to existential threats and he’s very, very quick to react
to competitive threats when he bought instagram. The company had like 12 employees, zero revenue

People thought he was crazy. You know when he bought whatsapp same thing. They were like, maybe a few dozen. If that employees zero revenues, they
actually had

They had a one dollar subscription model right and he mixed the that sole source of revenue that whatsapp had. If you think about that, like that’s
very unintuitive, it’s very counter-intuitive, i’m like okay, my company’s doing a million dollars a year in sales. You know what let’s ditch that
product entirely and let’s just forget about it: let’s just fund the business ourselves until we get to a scale where we can then figure out the
optimal way to monetize. That is very interesting insight into how meta has been able to keep their top position over the past 10 years

They ditched the monetization of the platform. You know sometimes it’s counter-intuitive, but if you zoom out, then their actions always serve the
overarching goal. But what’s interesting is that now in 2022, meta faces two rising competitors in snapchat and tick-tock and they can’t simply
acquire them. So talking about responding to competitive threats, what’s meta’s strategy here, i think what you’ll see is that facebook will be that
much quicker to incorporate new use cases into their existing apps reels

As this, like that’s kind of their focus, that’s their bread and butter, that’s kind of where it started shortly. These, like short, form viral
videos. It’S like one of a dozen use cases on facebook‘s ecosystem right. Like you go to facebook because you’re you know, maybe you want an update on
your your friend’s newborn child, or maybe you want to like message your buddies in india on whatsapp, or maybe you want to like, buy a used chair on
marketplace

So if you so, it’s like you know, if you think about it like, are you going to ditch your network on instagram to suddenly use snapchat just because
they have ephemeral content, like probably not i’ve found that, though, there’s been a proliferation in other apps, i mean. There’S no end to it:
there’s no single, like app family, that has the breadth of use cases in combination with the network size that facebook does, where i’m worried about
facebook, not existing five years from now. That is a good point, while snapchat and tick tock have their niche characteristics that make them popular
meta’s ecosystem is a lot more broad and offers many more use cases other than simply entertainment, and that’s how they’re going to maintain their
dominant market position moving forward act Quickly to offer new features that other rivals, think of but at the core of the business offer
functionality that has real world use and solves real problems. But i think the key word that divia mentioned there is ecosystem right now

Through. This has prompted meta to spend billions of dollars on developing ar and vr devices to expand their ecosystem. To also include hardware.
Meta will soon open its first physical retail store

They jumped into the hardware business as divira is about to explain. This is strategic in more ways than one. There is no question that meta sees
apple as a direct competitor when you’re a company that has publicly stated that the ios headwind is a 10 billion dollar annual headwind. It’S pretty
obvious that there’s a lot at stake

It’S like they don’t want to be de-platformed and the best way to to avoid that or circumvent. That problem is to build your own ecosystem and by
doing so you acquire – and you can rely on much more first-party data as opposed to third-party data, obviously with hardware, if you’re on a quest 2
or any of their future. You know if you’re on the ray-ban glass, that they, where they have a partnership like that puts them in a good spot because
now like they can leverage the fact that you’re on their hardware to to sort of target. Um no question

I think that changes because of meta right, like they are working on smart devices, wristbands glasses, vr headsets, and there could be others that
we don’t even know about. But if you just think about the prospect of you know the cell phone market being disrupted and you think over the years like
if there’s a viable product like let’s say it’s, the stories glasses that they that they have, if that form factor, is delivering the same Information
that you can get from your cell phone, in terms of in terms of it being as digitally connected to the internet as your cell phone would be. But it’s
delivering you that information in your field of view, so suddenly when you’re driving – and you can’t find you know your destination, you can talk to
your glasses. It’Ll

It’S not just a gimmick. I think hardware is probably the number one way meta can respond to all competitive threats. At the same time, you know, as
divya just described one they can allow their advertising business to flourish unimpeded and won’t have to worry so much about the new ios or android
update, but also two. They can then tailor the hardware to unlock the full magic of what their software could be

Divi uses the example of navigation systems being overlaid on top of the road, while you’re driving through your ar glasses or imagine, building a
new home and being able to walk through it and customize it in vr before it gets built. There’S a lot of extremely practical use cases to matters ar
and vr hardware development, which does actually open up a lot of new businesses and new revenue streams, as opposed to just hardware acting as a
shield for the ads business. But interestingly divia mentioned that beyond hardware. There’S an even more critical technology that facebook is
implementing

I think really what people should focus on is like what are the technologies that they are investing in, that are going to create like new
communication use cases and solve real problems, and ai is a big part of that. A big big part of that, like virtual assistance, is heavily dependent
on ai right and so being able to have a device on your person that is actually smart and can kind of get you what you want right. It’S capable yeah
yeah, like as opposed to like siri or kind of some of the stuff that you see with alexa. You know like stuff, that’s like genuinely smart, you know
yeah, that is a big part of

Here’S another great example: there’s clearly been a trend towards virtual work because of covid, but now imagine you’re at a let’s say, you’re at
you’re working at a large company. Maybe you have a colleague or maybe you have a customer who happens to be in africa or they happen to be in latin
america. But maybe you don’t know spanish right to be able to talk to that person in english and have him understand you in spanish that translation
technology is exactly the kind of artificial intelligence that facebook has already developed. So it’s just a matter of time when these technologies
get incorporated into their devices, which i’m very confident and bullish on a lot of stuff

Oh, is it a cool thing like like, for example, like an emoji, or something like that or or like filters, but but is it solving a problem or not if it
is suddenly you’ve got? You know, i think, a big market in front of you and look if the cell phone market is disrupted even by 10, where you know some
meaningful subset of people are like. You know what i’m going to leave my phone at home, because i’ve got this other thing, you’re going to see a
complete re-rating of facebook or meta that stock is going to rip. So once you factor in the total strategy, it seems pretty smart, develop the next-
gen hardware of the internet and then develop strong ai that helps solve real-world problems and unlocks the full potential of that hardware, and the
result is cell phone industry disruption. Multiple new untapped revenue streams and thus diversification to the business model and then bonus

Neta is interesting because, though it is a mega cap, it’s an extremely controversial name with quite a bit of volatility, so you know, i think, one
of the things that buffett talks about a lot is this idea of like mr market. You know this. This, mr market, construct, that you know you got to do
your own homework to figure out what intrinsic value is for a given asset. But then it’s like the question is well

Is this a real opportunity, or is this a value trap? You know like did a stock tank 50 because it deserved to or was it an overreaction right or was
it an underreaction right like these are the questions that you know start to come to mind, so i think meta, because the stock’s been a you know. A
little bit of a roller coaster has, i, i think, start it’s perked people’s ears and attention even values, even that, like monies pabrai, who you
know, we had a lengthy conversation with him about it. He is a deep value investor, so a company like metas like would historically never be on his
radar right because he’s used to paying you know five times, earnings for something earnings, yeah even 20 times earnings, i think for him. It started
to get interesting because, okay, like now the stock’s at you, know 10 11 times ebitda 15 times earnings depending on what metric you want to look at,
has has anything structurally changed here

That was my discussion with divia narendra on metastock. I hope you enjoyed it. He was extremely generous with his time. So i want to say a very big
thank you to him, for you know going through all of this stuff with me, and you know, even just being open to chatting on youtube and discussing his
ideas with all of us here on the channel

So you know as a way, maybe to say thank you to him for the interview, if you wanted to head over to sumzero and sign up or even just go over and
check it out, and let them know that you saw this interview, i’m sure divya would Really appreciate it and i would appreciate it as well. This video
definitely isn’t sponsored by sumzero or anything like that. There’S no money involved or affiliate program or anything like that, but you know he’s a
good guy and he’s doing great work. So i did want to give him that plug, but apart from that guys that will just about do us for this video

If you did enjoy it subscribe. If you’re new around here, you can check out further links down in the description to all my other stuff, but guys
that’ll do us for today, thanks for watching and i’ll see you guys next time. This video is brought to you by sharesight, sick of tracking your
performance manually, track capital gains, dividends and currency fluctuations easily and when it comes to tax time, have everything you need ready to
go with just a click of a button. Try sharesight for free or use the referral link in the description to get four months free when you sign up to an
annual plan

Video

Source: https://www.youtube.com/watch?v=F_H2MZqjWWI

content

Description:

Over the past 4 months, Meta/Facebook stock has plunged 38%. It’s clear that Apple’s ad tracking transparency, TikTok’s fierce competition and macroeconomic factors have all spooked investors. So in the video I chat with Divya Narendra (yes, the guy from The Social Network, and also SumZero founder) to discuss what he thinks of Meta’s future, and the current valuation.

Check out SumZero, and let Divya know you saw this interview!
SumZero on YouTube: https://www.youtube.com/channel/UCgE3b0a0VFA6WnJv7Oj4bIw
Website: https://sumzero.com/
Divya’s Instagram: https://www.instagram.com/divyanarendra/
Divya’s Twitter: https://twitter.com/DivyaNarendra

New Money Clips: https://www.youtube.com/channel/UC2Ss…
My Podcast: https://www.youtube.com/c/TheYoungInv…

If you’d like to try Sharesight, please use my referral link to support the channel! 😀
https://www.sharesight.com/newmoney/?…
(remember you get 4 months free if you sign up to an annual subscription!)

★ ★ SUPPORT NEW MONEY ON PATREON ★ ★

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★ ★ CONTENTS ★ ★
0:00 Meta Stock is Dropping!
0:51 The App Tracking Problem
2:37 Meta’s Network Effects
3:15 Responding to Competitive Threats
4:55 Responding to TikTok
7:07 The Hardware Play
10:01 Solving Real World Problems
11:10 The Importance of AI
13:32 The Valuation
15:17 Divya’s Work on SumZero
16:23 Sharesight

DISCLAIMER:
Neither New Money or Brandon van der Kolk are financial advisers. The information provided in this video is for general information only and should not be taken as professional advice. There are risks involved with stock market investing and consumers should not act upon the content or information found here without first seeking advice from an accountant, financial planner, lawyer or other professional. Consumers should always research companies individually and define a strategy before making decisions. Brandon van der Kolk and New Money are not liable for any loss incurred, arising from the use of, or reliance on, the information provided by this video.

#meta #facebook #stockmarket

Take a look at this: this is the one year stock price chart for meta, the world’s biggest social media company. As you can see, it doesn’t look so
good at the time of recording down 44 year-to-date. But if you look at say revenue or net income or free cash flow over time, this company has shown
nothing but success again and again so being a confused meta shareholder myself. I thought it best to get a second opinion. What is going on behind
the curtain, and should we be worried so to help me out, i reached out to divya narendra the guy that originally thought up the idea for facebook

com yeah divya is the guy and, interestingly, he’s been a facebook shareholder for a very long time. So we sat down for a two hour chat the other day
and the first question i wanted to ask him: was around apple and google’s clamp down on app tracking, which is limiting meta’s ability to serve
relevant ads, and the question i asked him was: do you See that as a fundamental problem for meadows business going forward well, there’s no question
that it’s a problem like uh. You know, i think, that’s that’s indisputable. The question is, is it priced in and i think a related question is: will
they solve that problem? The most recent headwinds are part: ios ios145. You know this whole apple, app transparency, tracking framework that apple
has developed, but also kind of just the fact that tick-tock has become as popular as it has and then there’s a lot of stuff going on

Oh, the cost of capital has changed and risen. That’S affected. You know really all of tech and a lot of the higher multiple equities have gotten
absolutely smashed. But i think, if you put yourself in the position of a marketer somebody who is putting ad dollars to work, ultimately, you are
going to spend where your audience lives like

So look with ios changes. Ad relevance, you know, probably takes a hit at the end of the day. I still think marketers are on the margin. They’Re gon
na go with like the best ad tech they can find on a platform with their audience

Really. The question is, like has anything changed about the the overall network effects of the business and i don’t think they have. I think that’s
the key question here: have the network effects change because the thing is apple and google can put out more and more restrictions on privacy and app
tracking and sure that sucks for advertisers like meta but meta’s apps all have one key advantage that separates Them from the rest of the pack – and
that is the raw user numbers, currently 2.82 billion daily active users within their family of apps. As tv said, meta has the largest collection of
humans

That is very difficult for other businesses to topple, but of course you never want to get complacent right. So how does facebook ensure they keep
their number one position so zuckerberg love him or hate him. The guy is very much attuned to existential threats and he’s very, very quick to react
to competitive threats when he bought instagram. The company had like 12 employees, zero revenue

People thought he was crazy. You know when he bought whatsapp same thing. They were like, maybe a few dozen. If that employees zero revenues, they
actually had

They had a one dollar subscription model right and he mixed the that sole source of revenue that whatsapp had. If you think about that, like that’s
very unintuitive, it’s very counter-intuitive, i’m like okay, my company’s doing a million dollars a year in sales. You know what let’s ditch that
product entirely and let’s just forget about it: let’s just fund the business ourselves until we get to a scale where we can then figure out the
optimal way to monetize. That is very interesting insight into how meta has been able to keep their top position over the past 10 years

They ditched the monetization of the platform. You know sometimes it’s counter-intuitive, but if you zoom out, then their actions always serve the
overarching goal. But what’s interesting is that now in 2022, meta faces two rising competitors in snapchat and tick-tock and they can’t simply
acquire them. So talking about responding to competitive threats, what’s meta’s strategy here, i think what you’ll see is that facebook will be that
much quicker to incorporate new use cases into their existing apps reels

As this, like that’s kind of their focus, that’s their bread and butter, that’s kind of where it started shortly. These, like short, form viral
videos. It’S like one of a dozen use cases on facebook‘s ecosystem right. Like you go to facebook because you’re you know, maybe you want an update on
your your friend’s newborn child, or maybe you want to like message your buddies in india on whatsapp, or maybe you want to like, buy a used chair on
marketplace

So if you so, it’s like you know, if you think about it like, are you going to ditch your network on instagram to suddenly use snapchat just because
they have ephemeral content, like probably not i’ve found that, though, there’s been a proliferation in other apps, i mean. There’S no end to it:
there’s no single, like app family, that has the breadth of use cases in combination with the network size that facebook does, where i’m worried about
facebook, not existing five years from now. That is a good point, while snapchat and tick tock have their niche characteristics that make them popular
meta’s ecosystem is a lot more broad and offers many more use cases other than simply entertainment, and that’s how they’re going to maintain their
dominant market position moving forward act Quickly to offer new features that other rivals, think of but at the core of the business offer
functionality that has real world use and solves real problems. But i think the key word that divia mentioned there is ecosystem right now

Through. This has prompted meta to spend billions of dollars on developing ar and vr devices to expand their ecosystem. To also include hardware.
Meta will soon open its first physical retail store

They jumped into the hardware business as divira is about to explain. This is strategic in more ways than one. There is no question that meta sees
apple as a direct competitor when you’re a company that has publicly stated that the ios headwind is a 10 billion dollar annual headwind. It’S pretty
obvious that there’s a lot at stake

It’S like they don’t want to be de-platformed and the best way to to avoid that or circumvent. That problem is to build your own ecosystem and by
doing so you acquire – and you can rely on much more first-party data as opposed to third-party data, obviously with hardware, if you’re on a quest 2
or any of their future. You know if you’re on the ray-ban glass, that they, where they have a partnership like that puts them in a good spot because
now like they can leverage the fact that you’re on their hardware to to sort of target. Um no question

I think that changes because of meta right, like they are working on smart devices, wristbands glasses, vr headsets, and there could be others that
we don’t even know about. But if you just think about the prospect of you know the cell phone market being disrupted and you think over the years like
if there’s a viable product like let’s say it’s, the stories glasses that they that they have, if that form factor, is delivering the same Information
that you can get from your cell phone, in terms of in terms of it being as digitally connected to the internet as your cell phone would be. But it’s
delivering you that information in your field of view, so suddenly when you’re driving – and you can’t find you know your destination, you can talk to
your glasses. It’Ll

It’S not just a gimmick. I think hardware is probably the number one way meta can respond to all competitive threats. At the same time, you know, as
divya just described one they can allow their advertising business to flourish unimpeded and won’t have to worry so much about the new ios or android
update, but also two. They can then tailor the hardware to unlock the full magic of what their software could be

Divi uses the example of navigation systems being overlaid on top of the road, while you’re driving through your ar glasses or imagine, building a
new home and being able to walk through it and customize it in vr before it gets built. There’S a lot of extremely practical use cases to matters ar
and vr hardware development, which does actually open up a lot of new businesses and new revenue streams, as opposed to just hardware acting as a
shield for the ads business. But interestingly divia mentioned that beyond hardware. There’S an even more critical technology that facebook is
implementing

I think really what people should focus on is like what are the technologies that they are investing in, that are going to create like new
communication use cases and solve real problems, and ai is a big part of that. A big big part of that, like virtual assistance, is heavily dependent
on ai right and so being able to have a device on your person that is actually smart and can kind of get you what you want right. It’S capable yeah
yeah, like as opposed to like siri or kind of some of the stuff that you see with alexa. You know like stuff, that’s like genuinely smart, you know
yeah, that is a big part of

Here’S another great example: there’s clearly been a trend towards virtual work because of covid, but now imagine you’re at a let’s say, you’re at
you’re working at a large company. Maybe you have a colleague or maybe you have a customer who happens to be in africa or they happen to be in latin
america. But maybe you don’t know spanish right to be able to talk to that person in english and have him understand you in spanish that translation
technology is exactly the kind of artificial intelligence that facebook has already developed. So it’s just a matter of time when these technologies
get incorporated into their devices, which i’m very confident and bullish on a lot of stuff

Oh, is it a cool thing like like, for example, like an emoji, or something like that or or like filters, but but is it solving a problem or not if it
is suddenly you’ve got? You know, i think, a big market in front of you and look if the cell phone market is disrupted even by 10, where you know some
meaningful subset of people are like. You know what i’m going to leave my phone at home, because i’ve got this other thing, you’re going to see a
complete re-rating of facebook or meta that stock is going to rip. So once you factor in the total strategy, it seems pretty smart, develop the next-
gen hardware of the internet and then develop strong ai that helps solve real-world problems and unlocks the full potential of that hardware, and the
result is cell phone industry disruption. Multiple new untapped revenue streams and thus diversification to the business model and then bonus

Neta is interesting because, though it is a mega cap, it’s an extremely controversial name with quite a bit of volatility, so you know, i think, one
of the things that buffett talks about a lot is this idea of like mr market. You know this. This, mr market, construct, that you know you got to do
your own homework to figure out what intrinsic value is for a given asset. But then it’s like the question is well

Is this a real opportunity, or is this a value trap? You know like did a stock tank 50 because it deserved to or was it an overreaction right or was
it an underreaction right like these are the questions that you know start to come to mind, so i think meta, because the stock’s been a you know. A
little bit of a roller coaster has, i, i think, start it’s perked people’s ears and attention even values, even that, like monies pabrai, who you
know, we had a lengthy conversation with him about it. He is a deep value investor, so a company like metas like would historically never be on his
radar right because he’s used to paying you know five times, earnings for something earnings, yeah even 20 times earnings, i think for him. It started
to get interesting because, okay, like now the stock’s at you, know 10 11 times ebitda 15 times earnings depending on what metric you want to look at,
has has anything structurally changed here

That was my discussion with divia narendra on metastock. I hope you enjoyed it. He was extremely generous with his time. So i want to say a very big
thank you to him, for you know going through all of this stuff with me, and you know, even just being open to chatting on youtube and discussing his
ideas with all of us here on the channel

So you know as a way, maybe to say thank you to him for the interview, if you wanted to head over to sumzero and sign up or even just go over and
check it out, and let them know that you saw this interview, i’m sure divya would Really appreciate it and i would appreciate it as well. This video
definitely isn’t sponsored by sumzero or anything like that. There’S no money involved or affiliate program or anything like that, but you know he’s a
good guy and he’s doing great work. So i did want to give him that plug, but apart from that guys that will just about do us for this video

If you did enjoy it subscribe. If you’re new around here, you can check out further links down in the description to all my other stuff, but guys
that’ll do us for today, thanks for watching and i’ll see you guys next time. This video is brought to you by sharesight, sick of tracking your
performance manually, track capital gains, dividends and currency fluctuations easily and when it comes to tax time, have everything you need ready to
go with just a click of a button. Try sharesight for free or use the referral link in the description to get four months free when you sign up to an
annual plan

Video

Source: https://www.youtube.com/watch?v=F_H2MZqjWWI

The 7 TOP Stocks to Buy in July 2022! (Recession Proof)

Description:
In this video, I’m going over 7 top stocks to buy now in July 2022. Get up to 11 FREE STOCKS ON MOOMOO worth up to $12500 when you make your first deposit (Exclusive!): https://bit.ly/moomoostocks

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These are LONG TERM PICKS – for short term, all of these companies can go down or up. Do NOT trade options with these companies as their price movement can be all over the place, especially during earnings. The overall market is down, especially higher growth sectors like tech. And volatility is everywhere.

My take on investing: Under 10% of portfolio in individual companies, 90%+ in index funds. Picking stocks is inherently not the smartest move! Long term investing in the market IS the smart move.

Note – I may have an interest in these companies. My recommendations are just a suggestion to do further research- I encourage you to do your own research about each company and make a decision for yourself, whether or not you want to invest in that particular company. This video should not be considered financial advice. Do NOT buy a stock just because it was on this video. This video is just my own analysis of 6 companies and the current news surrounding them.

Also – if you want a more technical analysis, there are other channels that will dive deep into the numbers 🙂 I like to talk about the news and where the company lies in the industry.

Happy stock buying!

Please SHARE this video with a friend who could benefit, and LIKE and subscribe.

If you want to learn more about investing, check out my other videos:

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-Charlie

#STOCKS #INVESTING #HIGHGROWTH

In this video i’m going over my top seven stocks for the month of july 2022. Over the last month, i’ve researched hundreds of different companies, and
this is my list of stocks. I think, should be on your watch list. I encourage you to watch until the end to get my full analysis on each of these
companies i’ll go over key numbers, recent news and why i expect them to grow in the long term. Let’S get started so the first talk we’re talking
about today is cvs. Health corps stock, ticker cvs: this is an american healthcare company and the parent company of cvs, pharmacy cvs, caremark and
aetna right now

They have a market cap of 123.945 billion dollars. A pe ratio of 15.72 earnings per share of six dollars and one cent and they actually pay a mile
dividend of 2.42, which is an awesome bonus. Yahoo finance hasn’t marked as near fair value, with a bullish pattern detected, and if you take a look
at the evaluation measures, we can set the five year expected. Peg ratio is 1.51 and the price to book ratio is 1.62. They have a current profit
margin of 2.68, with a pretty good return on equity of 10.99. This is all in revenues of 298.77 billion dollars in the last 12 months and looking at
the balance sheet, we can see that they have total cash of 11.34 billion dollars with a current ratio of 0.88 and the dividend, payout ratio is 34.11,
which is definitely on The safe side, it’s always interesting to see what analysts have to say so on a scale of one to five, one being a strong buy
and five being a cell and also rating cvs as a 2.2, meaning it is a buy and the average analyst price target Is 117 dollars and 22 cents, which is
over 20 higher than the current price of 94.52, so cvs has been bringing in significant profits for the past few years

Meanwhile, the company’s price to sales ratio has remained at around 0.4 and there has been a 26 rise in cvs’s outstanding shares from 1 billion back
in 2018 to 1.3 billion right now. Of course, this growth shouldn’t be too surprising for an industry giant like cvs. In terms of growth and expansion,
cvs has a few ideas on the horizon. First, the company is planning on expanding its project, health, which is a free community community-based health
screening program within this project

That will help host dedicated events for children and seniors. The healthcare company also plans on hosting over 1600 screening events in 45 markets
in the us and puerto rico. Now one of the biggest overarching worries of the whole market is rising prices due to inflation for cvs. Pharmacy sales
likely won’t suffer due to the constant demand for its healthcare products and services

Even during inflation, these average green profit margins can be seen in the company’s financial. For example, last month, cvs released earnings and
announced that the company increased its total revenues by 11.2 percent year-over-year to 76.8 billion dollars. We also generated cash flow from
operations of 3.6 billion dollars and boosted its suggested operating income net income and dilute and adjusted eps ratios and cbs is expected to give
its next earnings report within the month on august 3rd, so be on the lookout for that. If the healthcare company continues to deliver these great
numbers, i don’t see any reason to discount cvs as an investment worth your time money and due diligence

Second on our list is devon: energy, corp, stock, ticker dvn. This is an american energy company that is known for its hydrocarbon exploration
activities in the u.s right now, one share of deviants trading at 53.77, with a 52-week low of 24.5 cents and a 52-week high of 79 and 40 cents. If
you look at the one your price chart, you can see astronomical growth for the past year, but we did see a correction

Earnings per share of five dollars and 35 cents and they paid an astronomical 9.45 dividend yield. They have a five year expected peg ratio of 0.8
and a price to book ratio of 4.3. They have some often profit margins too, with a profit margin of 24.03 percent and return. An equity of forty point
three one percent. They made revenues of fourteen point: nine four billion dollars in the last twelve months, they’re sitting on total cash of two
point: four, six billion dollars and a current ratio of one point

Analysts are rating dvn as a 2.1, meaning it is a buy and the average analyst price target is 84.43, which is close to 60 higher than the current
price. So deviant is, in my opinion, one of the stronger driven stocks on the market. As you guys saw, the company has a dividend yield of over nine
percent, which is over six times higher than the average s p 500 stocks yield. The company has paid a dividend for 29 consecutive years, which is a
really strong case for its durability and longevity

The variable part of the dividend is funded by x’s free cash flow, which they expect will jump around 75 percent year over year in 2022 and yeah.
That sounds like absolute bullish news to me. Last month, devon energy released its earnings for q1 of 2022. Where reported that its fixed and
variable dividend increased by 27, this is an even stronger case for the reliability of the company, as its division program is still taking
significant leaps and bounds nearly three decades later. They also have a stock buyback program that has expanded to two billion dollars and it’s
important to add that the company has repurchased three percent of its outstanding shares since its program inception, which reflects the abundance of
cash at devin’s disposal and the increase in value that It will experience due to the buyback and finally deviant’s cash balance increased by over 350
million dollars in q1 of 2022, which means that there’s more cash to give back to shareholders through given payments or to reinvest in its own
business or both

They bolt on acquisition where the purchase of rimrock’s assets will assist with increasing relevant per share metrics in the first year, as well as
the return of capital to shareholders through the approval of a 13 increase to the fixed quarterly dividend. Deviant is expected to give its next
earnings report on august 1st, so keep your eyes open for that overall, i think that deviant is a solid pick with a very high dividend yield so yeah
definitely do your own due diligence on the stock. So if you want a smarter resource for finding the best stocks to buy, i encourage you to check out
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For example, if i come here to analysis, i can look at all this really cool data

You can see that they have an analyst rating of 3.9, meaning it is between outperform and buy. We can look at the revenue, composition, financial
indicators, financial estimates and all this extremely important information that is so helpful for your own. Due diligence, you can choose between
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That’S why i’m such a big fan of moomoo? Again, if you want to get a ton of free stocks, moomoo’s hooking it up for my audience, use my exclusive
link in the description or pin comments and get your 11 free stocks and now back to the video. All right next up on our list is etsy stock, ticker,
etsy etsy’s, an american e-commerce company that specializes in the sale of arts and craft supplies, as well as handmade or vintage items right now.
One share of etsy is trading at 83.62, with a 52-week low of 67.01 and a 52-week high of 307.75. Here’S the one-year price chart you can see that the
price of etsy has gone up a lot and also gone down a lot. We started one year ago at about 125 dollars, a share increased all the way to around 300
and we saw a really steep decline, all the way to the current price, the market cap of 10.63 billion dollars, a p ratio of 27.87 and earnings per
share of Three dollars: we have a five year expected peg ratio of 1.17 and a price to book ratio of 13.49. The current profit margin is quite strong
at 18.49 and they have a really great return: equity of 64.07 resulting revenues of 2.36 billion dollars

However, i do think that things should turn around and here’s why? First off there’s been a shift towards the products that etsy offers on its
platform. For example, the harris poll found that 67 of american shoppers prefer to shop for gifts online during the holidays, and you won’t find
gifts more unique and creative elsewhere on the internet, except for the ones sold on etsy. The poll also found that approximately two out of five
millennial women prefer to receive handmade gifts, which are products that only etsy really offers amazon’s handmade marketplace tried to rival etsy’s
business a few years back. But at this point, etsy has developed a very strong foothold in its respective sectors

That gave it a very firm position in the constantly growing gen z markets for years to come. More good news is that the company’s engagement rate is
actually going up. According to the company 49 of shoppers made two or more purchases in 2021 compared to 41. In 2019, there’s no reason to expect
this number to decline significantly anytime soon in terms of further growth of the business, etsy has room for overseas expansion as a plan to
gradually broaden its reach into large e-commerce markets like latin america and southeast asia. Etsy is expected to give its next earnings report on
august 3rd, so be on the lookout for that overall, a very interesting stock that has seen some major declines in the recent future so yeah

Next up is the schwab u.s large cap value etf stock, ticker schv. This is a fund that tracks the total return of the dow jones u.s large cap valley,
total stock market index

Etf is 64.15, with a 52-week low of 60.51 cents and a 52-week high of 74.73 cents. The fund was started in 2009 and they have total net assets right
now of 9.336 billion dollars. One thing i really like about this etf is that its expense ratio is just 0.04, which is an industry low and saves you a
ton of money. In the long term, there are 533 total holdings in this etf fund and it’s categorized as a large value fund

Procter gamble, jp morgan chase home depot, pfizer chevron and abby. The common theme for schv’s holdings include companies that are rigid and
durable. For example, warren buffett’s, berkshire hathaway class b stock is one of the most durable long-term stocks out there. Its presence in the
ctf strongly indicates its emphasis on large cap value stocks

You have a relatively stable, secure and less volatile place to put your money. The fund also has companies from many different sectors, and you can
see that the largest allocation of funds goes into the financial sector, followed by health care, industrials and information tech, but also note that
the fund holds stocks from the communication services and real estate sectors, reinforcing The broad diversity of the fund’s portfolio, like i
mentioned earlier, they also have a 0.04 expense ratio, which is probably my favorite part of this fund. To me, this etf sounds like quite a lot of
long-term bang for your buck, so for any investors who are looking for a very stable and durable place for investments, schv might be the way to go.
The next talk we’re talking about today is berkshire

Holding company known for its ownership of sub companies like geico duracell, craft heinz and cea’s candies. The class b shares are a more affordable
share that represents berkshire hathaway’s equity value. Right now, one share of brkb is trading at 278 dollars and 28 cents, with a 52-week low of
263.68 cents and a 52-week high of 362 dollars and 10 cents. Here’S the price chart for the last year and you can see that we had pretty great growth

We have a market cap of 614.064 billion dollars, an ultra low pe ratio of 7.41, which is awesome and earnings per share of 37.50 berkshire.
Hathaway’S profit margin is sitting at 29.59. They have a return equity of 17.38 and revenues in the last 12 months of 282.31 billion dollars, which
constitute a quarterly revenue growth year of year of nine point six percent. They have total cash of a hundred six point, two six billion dollars,
which is an astronomical amount of money, and the current ratio is one point. Two four analysts are rating berkshire hathaway as a 2.8, meaning it is
a whole and the average analyst price target is 370 dollars, which is over 30 percent higher than the current price of 278 dollars and 28 cents

Why is because citigroup has been underperforming for the past few years and has been viewed as the underdog of the banking industry? Warren buffet
is known to love banks, but, more importantly, he likes the fact that citigroup is executing a complete makeover of its business and he thinks that
the value of the stock has not cut fast enough to fully reflect the new prospective value of the bank news Strategies being implemented at this very
second include the termination of some international operations, a brand new leadership and new expectations for the bank. This affects berkshire
hathaway, because citigroup will become a massive part of berkshire hathaway’s portfolio and the value of the stock. If you take a look at the
performances of berkshire, hathaway’s largest subsidiary companies and old holdings, we can definitely see why brkb is the smart way to invest in all
of them, starting with coca-cola, we’re looking at a company with an immense geographic presence and one of The strongest brands in the us with
incredible marketing as the company has been able to engage and appeal to people of all ages. Next, we have american express, which is a recession-
proof financial services company that is good at attracting well-to-do clients that reinforce the credit and durability of the business as a whole,
and also we have moody’s, which is a company more known for its credit rating segments, which will Always be kept busy as the national market expands,
businesses form, loans are taken out and new debt is created, but on top of that, moody’s also has an analytics segment that applies to businesses and
their assessment of credit risks, as well as their navigation of financial regulations

I’D say that it’s safe to say that brkb is a great way to invest, especially if you want a more safe holding they’re expected to announce earnings on
august 5th 2022, so yeah be on the lookout for that overall, great stock and one of the best value Stocks on the market next on the list is donna
hurst, stock, ticker dhr. This is an american multinational conglomerate that is known for its design, manufacture and sale of professional medical,
industrial and commercial products and services. Right now, one share is trading at 256.83, with a 52-week low of 233.71 and a 52-week high of 333.96.
Looking at the one-year price chart, you can see that we saw immense growth up until july september of 2021, followed by a gradual decline to the
current price. They have a market cap of 186.735 billion dollars, a pe ratio of 29.73 earnings per share of eight dollars and 64 cents and a very
small dividend yield of 0.41. We have a five year expected peg ratio of three point: eight four and a price to book ratio of four point

We have quarterly revenue growth year over year of twelve point, one percent and yeah. Looking at the balance sheet, we have total cash of three
point: seven, two billion dollars and current ratio of one point. Six eight analysts are writing down her as a one point: eight meaning it is a buy
and the average analyst price target is 320 dollars and 41 cents, which is just over 20 higher than the current price. Okay, so don here is all about
the long game

Coven 19 related testing sales growth in the low single digits and a full year based business course. Sales growth in the high single digits the base
business course, sales growth is relatively low, but steady and sturdy over the course of years. The company’s growth will definitely pay off for
owners and shareholders. The slow but steady, long-term growth is reflected in the company’s previous earnings report about two months ago, for
instance, donahue report, net earnings of 1.7 billion dollars or 2.31 cents per diluted common share until this is a one percent, year-over-year
increase and the company’s revenues also increased 12 year-over-year to 7.7 billion dollars

These companies reinforce donahue’s durability and are collectively the reason why the company is still found on the fortune 500 today, and some
interesting and bullish news recently is that donahue recently joined the bespoke gene therapy consortium bgtc dedicates itself to generating gene
therapy resources that the research Community can use to develop gene therapy solutions for rare disorders. Their commitment to this association shows
its willingness to dedicate its resources and wealth to the betterment of public health. On top of all this stuff, you do get a small dividend, yield
of 25 cents per share and, if you’re interested in learning about their earnings, their next earnings report is going to be coming out on july 21st.
2022 last up on our list is dollar general stock ticker

One share of this company is trading at 247.90, with a 52-week low of 183.25 and a 52-week high of 262.21 cents. The one-year price chart is just
pretty much up and down yeah right now. We are pretty close to that one-year high mark. We have a market cap of 56.273 billion dollars, p ratio of
25.42 earnings per share of 9.75 and a small dividend of 0.95. We have a five year expected peg ratio of 1.9 and a price of book ratio of 9.16. The
current profit margin is sitting at 6.58, which is very good for a store like this, and they have a return

Five, five percent, which is also really great. Analysts, are rating dollar general as a 2.2, meaning it is a buy and the average analyst price
target is pretty much exactly what the current price is. So dollar general is more specifically a discount retailer that targets rural areas that
haven’t been populated by superstores. This is an important advantage for the chain and allows it to be one of a kind in a specific niche unbothered
due to a lack of competition

For example, dollar general increased its total store count from nearly 14 000 locations back in quarter 1 2017 to around 18 000 locations in quarter
1 2022.. To add on the chain’s annual revenue expanded at a compounded annual growth rate of about nine percent and through the past five years,
dollar general stock has rallied more than 230 percent a remarkable amount of growth for a discount retailer. Today they are outperforming the s. P

This fiscal year dg has laid down some expectations for itself, such as the increase of same store sales from 3 to 3.5 percent they’re, also
expecting the improvement of net sales from 10 to 10.5 and the growth of its earnings per share from 12 to 14. Overall, a very interesting stock,
maybe a stock that you guys haven’t considered before yeah. Overall, i think that there are a lot of exciting things coming for dollar general
anyways. I hope you guys enjoyed the video just a reminder that if you guys want to get your 11 free stocks through moomoo i’ll be putting that link
down below so definitely go check them out. This is the best promo that we’ve ever done, and it’s for a limited time only

These are just my opinions and take this video as just a review of seven stocks that i currently like. I hope you guys found the video helpful and,
if you did make sure to share with a friend and also like and subscribe for more content. Just like this, i make 10 videos about personal finance,
investing in entrepreneurship. Thank you

Video Source: https://www.youtube.com/watch?v=vjOrnQpy-zw

Markets fall, time to buy IT stocks?

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After a minor win, is the stock market crashing again?

Not really.

This small setback is due to the news of US FED hiking the interest rates, yet again. But this HAS ALREADY been factored in the stock markets.

So what did I do today?
I bought some IT stocks 🙂

Watch the video till the end to know which stocks I bought!
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Video Editor: Vallabh SalgaonkarHi everyone welcome to today’s video, so a lot of you might be panicking that you know what Market fell well, like two and a half percent. What am I
supposed to do? Am I supposed to sell all my stock this that? Okay, so I thought that I’ll shoot a very quick market update and then we will move on
to the main video. So what is the reason for the market Fall? There are two theories here, so the first key theory is that in the US there are talks
that the interest rate will be jacked up fairly quickly and it will hit somewhere around four and a half percent interest rate. So, as a result, the
liquidity will come down and the markets will fall, so this news has already been factored in. So please do not sell your stocks in case you feel that
the interest rates are going to go up in case

The second key reason which, according to me, is a more prominent reason, is that the markets recently broke the 18 000 level, and I will put the
chart here and you can see that they recently gave a breakout above 18 000 level. That was a very important psychological level, but the markets could
not sustain at that level so, which means that there was profit booking that was done at this level and whenever little bit of profit booking comes,
the market can fall by four or five percent. You should not stress too much. What did I do today in the market? I bought I

So let’s move on to the main video hi. Everyone welcome to today’s video. So let me start today’s video by showing you this particular chart for
Nifty 50.. What you will notice is that, from its top nifty 50 right now is trading at a discount of 3.5, so the recovery for nifty, 50 or the Indian
index is almost complete

So I will help you understand the entire backdrop of the story that why it stocks are falling. What are some of the best it stocks that you can
purchase? I will do technical business and fundamental analysis of three of the it stocks. So let me answer the first critical question that why it
stocks have fallen so much what has been the primary reason for the fault now, if you go read the commentary, you will find variety of answers here,
but my answer is fairly simple: that it stocks in India are falling because the U.S market is falling

Let me present some data to back this point up and let me show you several pieces of data. So here is the first piece of data, and this shows a
correlation between Dow Jones, which is the US index and sensex, which is the Indian index. And if you consider like a three year time frame – and if
you keep on aggregating all these numbers, you will approximately get the same results. Yes, there will be times, for example, let’s pick 2011 that
Dow Jones gave a slightly positive result, but the Indian markets – they fell quite a lot, but the Indian markets next year they recovered quite a lot
and DOW Jones hardly moved

The story I’m trying to tell you is that number one from an index point of view. Also there is a very strong correlation between U.S markets and
Indian markets. There is a study that was done and it categorically pointed out that the correlation between the Indian market and the U

Now this Theory can be also tested out at an individual stock level. So let us pick two giant stocks, so let’s pick Amazon from the US and TCS from
India and let’s see if their prices have somewhat of a correlation. So let’s go to Amazon’s chart here and if we look at one month data it has fallen
by 10.22. What about TCS so again, one month data, eight point: four five percent, so almost similar. What about six month chart so six month, TCS has
fallen 15 and what about Amazon Amazon again around 13, almost similar figure? What about one year, data 26? What about TCS one year result? It is 20,
so the story is very very clear that the Indian giant tech stocks – they depend a lot, a lot on the U

How much exactly so you can pause the video and read through this particular graphic. This is a fairly interesting graphic. Let me throw out some
numbers there and it outlines the dependency of the it sector on the U.S market

They have enjoyed a lot of business from the US up to the tune of 50 billion dollars American ID surveys. It depends and hires a lot of people. What
not! And if you just go through these points, you will see the extensive dependency of the Indian ID Giants on the U.S market

S markets have deeply deeply underperformed and, as a result, even the Indian ID stocks, they have deeply underperformed. So now this is a very
insightful finding and if you find this information to be useful, do press the like button. It will help these type of videos reach out to more people
and they can also make better returns with their portfolio. So the insightful piece of information is simply this that many of us are waiting right
now that you know what should I be investing in ID stocks, not investing in I

That is the recovery in the U.S markets going to happen or not. If the answer to that equation seems like a yes, it might be a great time for you to
go and invest in Indian ID stocks. Also, and probably in case, you are considering investing in the U

On that note, you can check some of my best or best picks in the U.S stocks on vested, and I am putting those links on the description box. You can
use reset to do U.S Stock Investing

S market. That’S one second key point that these stocks are going to recover when the U.S market starts recovering and third important point is that
have the U.S Markets started to recover the answer there is yes, it has just started to recover and let me prove that case to You so recently you
might have read the news that the U

S market corrected quite a bit. What was this day? This was again the day that, when the U.S feds made the announcement, or they were on the verge of
making the announcement that hey, we are going to jack up the interest rate. Now you tell me in the comment box at how many times you have heard this
commentary, that the U

This has been happening for the last six eight months. Then the markets corrected a bit and they started recovering during the day itself towards the
day’s end and the very next day the market somewhat started, consolidating and going up. More importantly, the markets did not go down even with this
announcement. What does that indicate? So this simply indicates that, right now there is no new news in terms of the U

It’S always the interest rate issue that is being cropped up over and over again, and even this news is getting very old and it has been factored
into the market as of now, and this can be back tested that if you go back six months, you will See that the total fall has been only nine and a half
percent. This is not that massive of all as people are making it to be. So my hypothesis is that the US markets have started to recover and, as a
result, even the I.T stocks will be on the verge of recovery

S market undervalued right now, because you can substitute one for the other so to say so. Let me present some data here. So first key data point
comes from Morningstar, where they have done an assessment, whether the U.S stock market right now is it overvalued or undervalued

If you see a data point less than one, it means that the markets are undervalued. This is what the study is telling us. So you can see that whether
you go to Mid cap, small cap or large cap in the U.S stock markets, the market has started to become undervalued

This is what the data tells us from Morningstar. So, even if you go sector Viewpoint again, you will find very similar data. For example, if you go
and analyze, where is Tech, so you will see 0.9, it means that the market in Tech or the tech oriented stocks in the US, even they are undervalued.
Again

S market right now is undervalued. It is definitely not overvalued. Even the tech in the U.S seems to be undervalued as of now, so how does that data
reflect back in India so again, very quickly? Let us go to this chart and you can categorically see that right now that Nifty it index is trading at a
discount of 27. That’S part, one part two

The Nifty had touched this part earlier and had bounced back, so this seems like a very, very strong support, which is unlikely to be broken, so the
risk reward equation of investing in I.T stocks right now seems fairly positive. So this brings us to the final question that okay great agreed to the
argument that hey it stocks are going to make a bounce back. But how do I make money? Which stock should I consider investing in okay? So while I
cannot dissect every single it stock that is there in India, let me analyze three different types of stocks

I will just paint the entire picture, and you tell me in the comment box which of these stocks you will be investing and or avoiding. So let us kick
start that conversation and let us first talk about about TCS. So let me first show you the technical Viewpoint of TCS, so TCS right now is trading at
a discount of roughly 20 22 from its stock, so there is a healthy margin of safety. Second key point that it is trading at a very strong support zone

It is unlikely that unless the entire Market falls down, something like TCS is going to come down below this point. So this is the second critical
point. Third critical point is the support that you see here. So this is the third layer of strong support

Now, if you do a fundamental analysis, you yourself will be able to figure out and say it with confidence that something like PCS. It is highly
unlikely that it will fall by 50. From this point. Yes, it can fall by another 4, 5 percent. All that stuff can happen that can happen with any stock,
but a 50 fall, which is what the technical Target tells us

There has been no issues and have the profits been rising, so, yes, the profits have also been rising. There has been no issues, third, key point –
that are there any expansions plans underway. This is a very interesting question, because a company like PCS it can stagnate right and for years it
might not generate or give any results. So therefore, it is very important to understand how these tech companies are going to grow next and are they
investing their money in growth, so easy way to figure? That out is that go to the balance sheet

Maybe they are investing a big part of that money in research and development and whatnot. So this is definitely a healthy sign and it’s not as if
that they have just invested the money. Now they have increased their fixed capacity and they will start seeing positive results from next quarter.
No, it takes time, so maybe it will take one or two years so whatever investment TCS has made here, probably it will start generating results now, so
TCS seems to have done a lot of tayari in order to expand its growth over the next half a decade

So this is a very important snippet from Mr gopinath, who is the CEO and MD of TCS. So in his interview he said a lot of things, you can pause and
read it. Basically, what I got out of the interview was that TCS right now, it focuses a lot in terms of cost cutting for helping its client cut cost.
What TCS is going to do next is that they will help their clients in order to generate more revenues

Now anyone can make tall claims that hey we are running this type of company, that type of company come and invest with us. No, you need to do your
own analysis, and this chart here is very very interesting. It shows that client breakup of TCS and what you will notice is that it has approximately
44 of client, which is generate more than a million dollar in Revenue. Now, why is this data point important? This data point is important because the
front-end Consulting Services, who will procure those Services if you have got rich clients in your kitty

So, for example, as a business has a lot of trading accounts and they can understand which of their clients, our hni’s non-agnis, Etc. They probably
have that entire database, I’m just using this as an example as an educational purpose, so they have access to a lot of hnis tomorrow. If they decide
to start an EMC business or a hedge fund, will they be able to figure out lines? The answer is yes, they will be able to do it same. Is their story
here that TCS already has access to a lot of rich clients, and this is one of the winning modes for TCS compared to any other IIT company in India,
that they have access to a lot of rich clients and if they want to move From back end Consulting to front-end Consulting, they can do it or they will
have better chances of executing that plan

So if Nifty it has to go up, then Infosys also needs to go up. So Infosys seems like a safer play from that particular perspective. But let me break
apart and talk about a few more interesting points about Infosys. So first key point is that Infosys and TCS business model right now is not very very
different

Of course, there are minor differences that which geography they are serving, etc, etc, but to cut the long story short, both companies try to
approach almost similar type of clients. Second key point: one primary difference between Infosys and tcss that for Infosys, almost 62 percent of the
business that they get is exclusively from North America. This number is slightly lower for TCS. This is the second key point that you need to
remember and third, and the most critical point is about the run

If you go back to tcss chart and if you take a look at the run-up that had happened for TCS from the bottom at 2020, the total run-up was
approximately 146, but what about Infosys? So if you do the same exercise, what you will notice is that its run up was approximately 256 percent so
which one is a better buy or a more value buy. You can, let me know in the comment box. Well, this is one critical difference. Now you might have a
natural question that okay accept that maybe Infosys is running some type of plans that can help it generate massive amount of growth

So here is the balance sheet for Infosys, and you will see that the fixed asset that they have invested in, they also started expanding their
business quite aggressively post 2020 and commanded slightly richer valuation compared to TCS. So, according to me right now, the risk reward equation
for TCS is slightly better compared to Infosys. I’M not trying to say that Infosys is a bad stop. It is a wonderful stock if the entire Nifty it index
in India goes up

The third stock that I want to quickly touch upon is buying the tree and let me first and foremost walk you through the fundamentals of the company
and then I will quickly comment on the technicals. So if you take a look at the sales, the sales have grown over the last few years, it has been
generating decent amount of sales. Even this is translating into profit, which is very good news, and on top of that they are expanding their
capacity, so they have been making investments in terms of increasing their capacity. But the problem is that this capacity increase, which has come
after 2020 – it is not at the same rate as it is for Infosys and TCS

This seems a little bit high for me now, of course, a lot of counter arguments can be made that a mandatory is a smaller company. It can grow faster.
So probably the PE expansion needs to be. There agreed

They are trying to become the next TCS Infosys. Will they win that game? Will they not win that game that remains to be seen, but as of now, if I
have to go and make safe returns, then I will go with something like PCS. If I want to just swing the Nifty at this juncture, then probably buying
something like mandatory. Might also be okay, but in that scenario I would rather take a bet on entire Nifty, it discounting TCS and Infosys

Even a better way would be that I will simply go and take a little bit of lower exposure in the U.S markets. So so this is the combination that I’m
looking at. I hope you enjoyed the video and, as per your risk appetite, you will do the investing do press the like button, and I will see you soon

.