Alagu
2021-12-29

$Meta Platforms, Inc.(FB)$

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

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

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

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

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

  • cutieee
    2021-12-29
    cutieee
    When Facebook reorganized into Meta, the company had indicated that it would make a huge investment in the metaverse business, which might affect the company's performance in the next few years. So, please don't expect Meta to have outstanding performance in the fourth quarter. The real improvement may have to wait until the monetization of its metaverse business.
  • yeppy
    2021-12-29
    yeppy
    能够解决Meta增长放缓的不是VR硬件设备，而是未来走向成熟的metaverse业务。
    • LeilaLynch回复AfraSimon: 
      在我看来，这是一只在未来一年有重大增长的股票。一旦metaverse向公众开放，来自世界各地的游戏玩家终于可以面对面了。
    • AfraSimon: 
      FB股票最好的部分是，它甚至不重要它的真正价值。一旦我们进入Metaverse，FB股票将在我们自己的个人虚拟现实中价值任何我们想要的东西。
  • littlesweetie
    2021-12-30
    littlesweetie
    埃隆·马斯克取笑metaverse，驳斥了任何人都想整天把屏幕绑在脸上的想法，所以不要对metaverse寄予太多希望。
  • maroketo
    2021-12-29
    maroketo
    我同意你的看法。但需要指出的是，FAANG不再是成长股。除了Netflix,Inc.，亚马逊、谷歌A、苹果、Meta等也早已步入中年，应该算是蓝筹股。这就是巴菲特开始购买苹果股票的原因。Meta的股价没有其他四家公司涨得那么多，原因很多，最主要的原因是公司没有出现问题。你可以查一下《华尔街日报》的连续报道。
  • MatthewWalter
    2021-12-30
    MatthewWalter
    FB表示，他们将为vr实验室实体分离收入。Fb不会在Instagram上这样做，但他们强调了在metaverse上这样做。我在想，虽然metaverse离公布季度收益还有几年时间，但他们希望明确地让投资者知道它是如何发展的。我觉得这是件好事。
  • CyrilDavy
    2021-12-30
    CyrilDavy
    FB has the potential upside of a growth stock with their aggressive strategy to dominate the metaverse. Reassuring value, excitement of growth, you can't go wrong with this stock.
    • ChristKitto: 
      FB invests $10B in Metaverse; additionally, FB is buying back $50B of FB shares. Metaverse is technology of the future. DON'T SELL. Be Patient. FB price will exceed 52-week HIGH in the near future
    • CatherineGunter: 
      FB pioneers in Meta, other companies follow. Meta is technology of the future. FB invests $10B in Metaverse; additionally, FB is buying back shares worth $50 billions.
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