theUpsideDown

*sigh* facebook created meta to shed the loser earnings that would be facebook after apple tightened security on their phones. What youre seeing is facebook under estimating what selling user data is worth. Exec managment probably bought into their own hype. Meta isnt going to be an alphabet, where you try try try (bet on) new tech to see what makes it to beta. Theyre going to sit on their cash and try and figure out how to sell data again for advertising.

Someday consumers will figure out what theyre worth but it will not be this day. Find out who is getting around apple privacy settings, which someone will do, secondly keep an eye on the rest of world (droid) for their new media platforms and which emerging market has the wealth to buy stuff that isnt western taiwan. Somewhere out there the new facebook is grabbing new users and their data.

All 5 Stages

Inflation numbers come out on the 10th. Wouldn't be shocked if a "surprise" CPI comes out like with the jobs numbers.

A5S

ShyGuy

Yup. Shocker.


https://www.dailymail.co.uk/news/art...pike-1982.html








'Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man,' Reagan famously said, and he devoted the first years of his presidency to tackling the issue.



Of course in today's age of bail reform and leftist wokeness, muggers are just poor and misunderstood, armed robbers were desperate and can be released on bail or with no bail, and hit man, well we don't know how they got their guns but clearly the solution is to make it harder on someone like me from owning or buying a firearm.

BCan

You can blame libtards, but the former president wanted negative interest rates…never balanced the budget, and he pumped plenty of covid money into the economy. The cats out of the bag…and it’s not politically tenable for either party to fix the mess.

The dollar will eventually be worthless - that’s the ultimate black swan. I hope it’s not in my lifetime.

Trip7

Crazy market out there. ARKK is still in the woodshed getting chopped

Sent from my SM-N986U using Tapatalk

Buck Rogers

And curiously BABA over five years has gone from $100 to almost $307 and today is worth.........$100 !!!

I am having trouble understanding your infatuation with Cathy Woods and ARKK.....it's not like your BABA is going gangbusters.

Trip7

Huge difference between BABA and ARKK.

ARKK is a Multi Billion dollar ETF filled with companies that produce little to no cashflow in which investors paid nose bleed valuations for.

BABA is a Multi Billion dollar Company that produces substantial cashflow and its stock price has been hit because of fears that have little to do with the actual cashflow of the business (ie China will delist the stock etc.). Moreover, the few reasons that do have to do with the business, like declining revenue growth has been overblown and are baked into the stock price. Today for an Enterprise Value of $215B, you get a company that produces $29B in Free Cash Flow. In a Nutshell, you're paying 7x FCF for one of the fastest growing companies a large growing market like China. It's an incredible opportunity.

If you do good valuation work, the market will reward you in the long term. This is why I'm a value investor

Sent from my SM-N986U using Tapatalk

Buck Rogers

In 2014 BABA was $93, today it's $100. In 2014 ARKK was $20, today it's $60. So over 7+ years your value investing has returned 7% while ARKK has TRIPLED in price.

I am not here singing the praises or ARKK, I just don't understand your unusual fascination with Cathy Woods. Are you trying to warn people? Are you proselytizing them to come over to your style of investing? Are you trying to prove you are smarter then her? Are you looking for affirmation from anonymous posters? Exactly what is driving your continued posts about ARKK. Seems like over 8 years you are pushing people to her fund since it has vastly outperformed your BABA.

Maybe I am slow, so could you please try a different way to tell me what you are trying to tell me(us)?

BTW... peak to trough also favors ARKK on the least possible loss if poor buy in timing

Trip7

Nobody on here was talking about ARKK at $20. I highly doubt any one bought ARKK in the 20s. ARKK was mentioned in this thread only after it had risen to nosebleed valuations and I stated it was extremely overvalued. Since that time the stock has melted and given back all its gains from the time the ETF became famous in 2020. A similar story is headed for TSLA.

As far as BABA, majority of my LEAP purchases has been with the stock in the $150 range. I continue to buy BABA shares and LEAPS as the stock is absurdly undervalued. I currently value BABA at $372 a share minimum.

As as what I trying to tell you or the group, I'm simply just sharing stock market commentary and perspective on a thread that's call 5 year Market Outlook, which I believe is appropriate for the venue. I will continue to share perspectives especially when (not IF) BABA starts to run towards $300. Again, if you do good valuation work, the market will reward you in the long term

Sent from my SM-N986U using Tapatalk

TransWorld

I remember those Blue Light Specials.