Meta Stock UPDATE - META CRASHING?

[@maxjames00077]

My favorite investment channel, because you are always so honest and humble, and you only do videos on stock that you really know and understand, instead of just doing videos on every stock there is like some other KZbinrs.

[@katinavinci8753]

Because of the economic crisis that always comes up the best thing to be on every wise individual’s mind or list is to invest in different streams of income that’s not depending on the government to generate funds..

[@olivadenison7761]

tf! HOW? I would appreciate if you show me how to go about it., Pls can you list the platforms?

[@davidjames2919]

Same here, earn $13000 a week. God bless Gary Christopher he has really been a blessing to me my household.

[@katinavinci8753]

@gary_c07

[@katinavinci8753]

You can communicate with him on telegram.s with the username..

[@denaecorlye8316]

I only trust Gary Signal with my investments. I am now able to send my kids to great schools in LA, all thanks to Gary signal

[@vincentdenuit2829]

I think the key word here is "platform". Apple and google are so strong, and can affect Meta's business with a single policy change, because they are the platforms on top of which meta runs. Meta is really trying to catch up by creating its own platform, which seems to be their metaverse thing. Interesting challenge for Meta

[@lizard8312]

Props on the thumbnail, the small details make the video more clickable. The video’s content is amazing, as always. I just hope more people start following honest info like this.

[@jeroenano5759]

You missed the buybacks versus share based compensation discussion. They are paying almost 50% of their FCF out to their own employees. Since 2017: $112 B in buybacks. 435 million shares bought back. SBC during the period: 234 million shares. Net result: 201 million shares retired or less than 7% reduction of share count. Investors are not getting the benefits of the succesful company. If those earnings were paid out in dividends to shareholders, the stock would have never dropped like this. Stop the buybacks, cut the SBC to normal level and start paying out the earnings to shareholders.

[@chamindasilva3191]

I love your approach and it is a pretty in-depth analysis. Always you are the best.

[@TheCashFlowChannel]

Great video Jimmy, really liked what you said about the distribution of their capex. Currently the risk and reward of meta seems very interesting.

[@mr.financial]

I'm not liking the return on the metaverse. The risk is way too high for the reward, which is unknown. This is the basics of investment principles. Know your risk/reward. This is a gamble, a big massive gamble on Meta s part.

[@TheCashFlowChannel]

@@Allen-L-Canada Very interesting, seems possible

[@TheCashFlowChannel]

@@mr.financial Hmm not so sure about this one. As mentioned in the video, capex for the metaverse aren't as big as most people think and they want to grow capex in line wit operating income in the next years

[@arielsilver7005]

Great vid! Especially the cap ex breakdown

[@TooLateForIeago]

Thing is, when you see a company spend $15B to develop a product (an enormous sum for a product of its kind), only for that product to come out in a state inferior to competitors five or more years old (that were produced on hundredths of the budget,) you need to stop trusting the company's leadership.

[@davipereira5741]

I am new to the stock market. Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed on all the stock opportunities so far for the tech stocks. I believe having 100k yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a Financial coach) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and loosing all the good opportunities.

[@mariagreen9413]

Before investing, I would highly recommend you to read a few books before. Books like Common stock and uncommom profits and the intelligent investor. They will help you a lot

[@nathansmith3786]

Find stocks with market-beating yields and shares that at least keep pace with the market long term. However, for a successful long- term strategy you have to seek guidance from a financial advisor.

[@Stephanieskryzowski100]

You are right! If you are not conversant with the markets, I'd advise you to get some kind of advise or assistance from a financial/ investing coach. I diversified my $550K portfolio across various market with the aid of an investment advisor, I have been able to generate a little bit above $1.4m in net profit across high dividend yield stocks, ETF and bonds this red season. For me, its the most ideal way to jump into the market these days.

[@tammywilson6030]

@@Stephanieskryzowski100 Hi, could you be kind enough with info on the investment advisor guiding you?

[@Stephanieskryzowski100]

@@tammywilson6030 My Financial coach is "MARY LORETTA MATHIAS". She is a professional financial/ Investment coach, you can search her up on the internet where you can get necessary info about her and as well to connect with her.

[@WillipGames]

Hi Jimmy where do you find free cash flow and capex analyst estimates when you do your analysis?

[@heavyduty5125]

CapIQ, Bloomberg

[@mikefeir]

Cash flow statement

[@maxjames00077]

Investment banks etc sell them. Not sure how expensive it is but i know that websites like Tikr pay a fair amount of money for their data.

[@maxjames00077]

@@Allen-L-Canada but Allen, they bought Oculus in 2014 and starting investing more in that company slowly along the way. The Quest 1 and 2 had to be developed by spending a lot of Capex way before 2020/2021. Its hard to say but I think you're not that far off!

[@michaelribeiro2272]

Finally a person with a brain on KZbin. People think all their spending is the result of the Metaverse. The numbers are actually better than 80% towards the family of apps. It's actually around 86%

[@travismonk2804]

Much better video on Meta. So glad somebody else distinguishes metaverse vs FoA investments. Jesus Christ so many people miss this distinction.

[@yorgosprotogeros3541]

Was looking forward for this video

[@Cubannerd]

I recommend you to talk to someone that knows a bit more about the metaverse because it seems like you don't know that META is failing miserably at developing or even at understanding what a metaverse is like or what is it for.

[@frostmelody]

Also tiktok is more popular of a short form video social platform. And it’s harder to do ads for short form video. Both hurting meta revenue model.

[@tj_yt_]

You used to always put a margin of safety when coming up with a fair value. In this video it is 0% in the tool. Imo that isn’t acceptable especially for a stock like Meta at its current state. Old Jimmy would’ve put a 15% margin of safety there

[@blakpower1995]

What do you mean, he said the fair value would be 180 if the family of apps remains at an average growth rate , you have the stock trading more than 50% down the fair value, so , you have a 50 margin of safety

[@tj_yt_]

@@blakpower1995 I said this 180 fair value is calculated without any margin of safety. You can see 0% in the tool. I’ve been watching this channel from the very beginning and Jimmy always used to put a margin of safety into the fair value itself

[@alex_flyce]

He put a low estimate of growth, lower expectations of cash flow, margin of safety is like 50%; what else he has to do? 😅

[@tj_yt_]

The riskier the stock, the higher margin of safety needed was how this channel used to calculate fair value.

[@tj_yt_]

@@alex_flyce where did you come up with this 50% discount number? Using the projected fair value with 0% margin of safety in the tool. That’s the whole point of the comment, the stock is only at a 50% discount of 2027 prices calculated with 0% margin of safety.

[@matteofee7069]

man, that's one hell of a good video

[@sagig72]

good video Jimmy!

[@Godsgonnacutyoudown6368]

They are back to 2015 prices- you should have compared revenue and other metrics of then vrs now But fantastic video ,thank you hi I'm Jimmy

[@TheNimbleNomad]

The website interface looks like it’s really maturing - will you have UK stocks on there? In GBP? If yes I would sign up in a heartbeat…

[@korrakotesinghaphant7050]

This is one of the biggest tech companies. The question is what kind of the previous infra they used? Cant the legacy infra do the AI? This is very opaque and very difficult to measure whether or not the company properly use the Capex or its investments.

[@kaushalmaithi6019]

Its trashaverse. They have no hardware based product to build this on. Nvidia is already building their own VR. Its ego of zuckerberg. Nothing more. I am buying few to average out when its $50

[@LittleYozhik]

AI infra is heavily GPU based. Traditional compute is CPU centric (GPU is an afterthought). Sure it can do AI if you want, you could also take a tractor on a race course, just don't expect it to go fast 😉

[@korrakotesinghaphant7050]

@@LittleYozhik Exactly, so the question is whether or not previously the recommendation system of META used rule-base type of engine? Thats impossible as it consistently launched AI related researches, so it also needed to constantly match their computational platform accordingly. Hence why the jump in infra expenses now?

[@handler8838]

@@korrakotesinghaphant7050 Jimmy acted like they were separate investments but guess what needs a huge investment in GPU and AI related to graphics.... yeah its a Metaverse that you access through a Headseat device.

[@frispens8093]

Jimmy has the best videos out there. Love it. My avg. price for META is a little above 160 and I am DCA down, as long as it stays below 95

[@Hellocali1]

You must be happy with meta now. Good job.I didn’t have the guts to buy when it was low

[@sep69]

The last time I looked on facebook, which is a few months ago after a hiatus of over a year, it was a barren hellscape. Pages full of adds and clickbait and a few posts from a guy I worked with years ago that turned out to be conspiracy nut that for the most part got no likes or reactions. I have a few 100 contacts and no body posts anything. The people I see in person that I remembered to ask about their facebook usage came with the same thing. Nothing of value to see there so they don't log in anymore. Seems to me facebook is pretty dead.

[@awakenedsoul]

Most moved over to Instagram

[@Cubannerd]

@@awakenedsoul Instagram is dead too. They are trying to be tiktok and that is not good either.

[@awakenedsoul]

@@Cubannerd Tic toc doesn't pay content creators anything barely, Instagram reels is going to pay alot more and being in the content. Educate yourself fool

[@nguyentt4079]

Meta has horrendous esg, apple takes a huge rake, tiktok is better. Cut your loses

[@Lycan3303]

Meta a company that has almost half of all humans on earth use one of the websites is now worth less than home depot a company that sells mulch ....um what ?

[@handler8838]

You can say theres 3 billion accounts but saying 3 billion people use it is laughable.

[@ravenmadriaga1712]

Imagine if Meta could a create a game like GTA and you would be able to put digital advertisement like in the real-world. For example, McDonald's would buy a location in the metaworld and your character would see that Mcdonald's building just like the real-world. That i think is how meta would create value to their investors.

[@calmyourmind5665]

That would be really cool and makes a lot of sense. I hope they do that.

[@MutualistSoc]

Then you have people in the Meta GTA verse going into the Mcd and shooting it up. Causing anxiety for people from people doing it IRL.

[@MrJsv650]

Price means nothing they can trade this thing at 5 bucks if they want look at Ford and intc stock over 30 years

[@blackpower3617]

👆👆📩📩

[@FRANKWHITE1996]

Thanks for sharing ❤

[@tonimontana5153]

Thanks for the good video. I am in a similar situation: I bought many years ago at $125 and sold half of the stock 2 months ago. What now? I think I will hold the rest of stock and do nothing....

[@seniorsergeanttomcroydon6401]

How's Alibaba going... best recommendation... did anyone buy it at 220?

[@travisconfer2255]

Meta and their whole business model should not even be legal, to be quite frank

[@reynaldoflores4608]

You are the best Jimmy

[@independentandfreedom3393]

Don't worry You are a friend

[@seans2876]

The only thing deeply concerns me about Meta is that the strategic transaction into Metaverse seems not well planned but a passive reaction to Apple’s privacy policy. This can be seen from so many high rank executives leaving the company. I hope Meta can win this epic gamble coz I have small portion of shares in this company.

[@fxa93]

So they literally changed the company name, and changed their approach from the ground up, investing Billions into VR (forgetting the fact that they’ve owned Occulus for like 5 years) and the Metaverse because of the privacy changes that, while affecting them, seems like they’re just slowing them down? That’s a huge stretch IMO.

[@AnimEva_33]

​@@fxa93 if you look at the revenues generated already from their oculus piece, you will be surprised how close it is to say the playstation revenues and that is a much more mature business.

[@seans2876]

@@fxa93 I feel they accurate the pace after Apple privacy change.

[@BigLar40]

The governance structure of META is such that I would never invest in this stock. META is subject to whatever Zuckerberg wants to do.

[@Warren_Ao]

I add a bunch of shares of META. A great chance ever

[@mikefeir]

You will be rewarded be patient

[@nguyentt4079]

Yikes

[@1Akanan1]

This stock seems undervalued. But thats not a stock you can buy and wait 10-15years. I wouldn't be surprised if it's not there anymore in 10. It's a stock i'll never have because you need to follow everything about it at all time because Zuck is crazy and Facebook (social media in general, but more so FB) faces so much hate.

[@LittleYozhik]

Not dissimilar from Microsoft in the early 00's (the Balmer years) take a look at their stock 😁

[@blackpower3617]

👆👆📩📩

[@leechoonyau]

Hi Jimmy, is META > INTEL or INTEL>META since both "investing" fast and furious their capex? from a risk reward pov or a structural/cyclical decline pov. $1 is still $1

[@ahmadsabban]

thx great video

[@MichaelJosephJr934]

I like going all in on a stock then looking up what they do.

[@muradshawar]

Think of this like AMAZON and AWS right now its 2% but it will become 50% in next 5 -7 years folks

[@jerryyoung6494]

I think it’s more like AOL.

[@muradshawar]

@@jerryyoung6494 Then go short it genius lets see you homeless

[@jerryyoung6494]

@@muradshawar wow. A little grumpy! I hope I’m wrong but…seems like around me nobody uses Facebook anymore. I constantly hear it’s for old people. Sounds a lot like AOL to me. Maybe I’m wrong, time will tell. And I hope neither of us ends up homeless!

[@Daniel_Hochmuth]

Finally a view that's not completely pessimistic.

[@andrewilliamson4926]

I'm surprised you didn't mention the fact that many people now don't trust Facebook. The market is open to competitors and when viable ones come along, people will jump ship.

[@andrewilliamson4926]

Not to mention that because they don't trust Facebook, many that *might* be interested in Metaverse won't jump into Facebook's version of it.

[@anmayo917]

Thank you Jimmy for the update!

[@ethan_whitaker]

Everyone wants to talk about the Metaverse, but no one wants to talk about Marketplace

[@tombarr1876]

They have s money pit called the metaverse that no body will use

[@davidkoba]

I don't see meta recovering in the next month. Why not sell 50% before the year is over and tax loss harvest. Then in a month buy the shares back. You would be averaging down without increasing your position size and you have the tax loss.

[@Crovea]

Because he's an investor and not a speculator

[@stephenshanebeaty]

would like to see a comparison with meta Google Amazon Microsoft to see which one is the better value

[@fellspilts3932]

just buy em all i did

[@mikefeir]

Meta the only one discounted today

[@Cubannerd]

Google, Amazon and Microsoft all are building the tools used by the people who are building the web currently. While Meta is fooling around with a bad version of VR chat.

[@fellspilts3932]

@@Cubannerd who knows it could be better later down the road

[@Cubannerd]

@@fellspilts3932 a VR chat is not a metaverse. A metaverse is a set of tools plus infrastructure for users to build on. Is like a new version of the internet. The only thing that meta has built that is currently being used a lot is reactjs and it's opensource. Aside from that, nothing else can he considered innovative.

[@mayacho4910]

'Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family".

[@theresagarcia1218]

Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks.

[@mayacho4910]

@@theresagarcia1218 Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. 'MARGARET ANN WARNKEN", a licensed fiduciary whom has made me over 5 figures in profit in less than seven months, handles my investments. I could leave you a lead if you need help.

[@theresagarcia1218]

@@mayacho4910 Oh please I’d love that. Thanks!

[@mayacho4910]

@@theresagarcia1218'MARGARET ANN WARNKEN"

[@mayacho4910]

@@theresagarcia1218Lookup with her name on the webpage, omit the quotations though.

[@finmathsci3052]

Nah... I don't invest in software companies because things can change very quickly and a once great company can go down overnight just like that (see Coinbase for example or maybe Netflix). Meta offers nothing, its user base is declining. People are leaving to TikTok. While Meta can still kick for a bit, unless they think of a really new product (not that lame Meta Verse) then I don't think they have much to offer.

[@thegamerboneless2864]

I grabbed some up once it dropped a little ago, this is the future, it’s gonna bounce back.

[@kaushalmaithi6019]

Dont buy I would say unless meta is 40 or 50. It will gp that down next year seeing google too trying to tight grips on android with privacy policy hurting Meta. Also presence of Suckerberg is enough to destroy meta’s revenue through Metaverse which is trash with no significant user base yet.

[@velenziajohn7955]

The rich stay rich by spending like the poor and investing without stopping then the poor stay poor by spending like the rich yet not investing like the rich

[@emmamartinezs5046]

|

[@francisleo6639]

People prefer to spend money on liabilities,Rather than investing in assets and be very profitable.

[@johnhicks7512]

You're so correct! Save, invest and spend for necessities and a few luxuries relatives to on's total assets ratio.

[@lucyk.humphrey6652]

@Wyatt Levi That's 100% true✅

[@wilsonhumphrey9414]

I'm from Los Angeles I and two other of my friends tried her immediately we testified Her performing wonder.

[@captobvious696]

Hi Jimmy

[@miguelangelgonzalezfernand4009]

I think that averaging down any stock does not make any sense. In each point in time you have to buy the stock which is the best investment at that time, regardless if you already own it or not

[@timdehaes1639]

Good luck with that! I mean it, easier said then done

[@monsterboomer8051]

Good video with great overall information.

[@theendtimesmarketpredictio4940]

Jimmy.. Meta stock need to change CEO or it's is going downhill.... From here.. Dump the share if it rebounds

[@marioalll]

You are talking about a forecast of 6 years, and your calculation of 188$ is based on that assumption. Man, it is possible that 6 years is not enough for the market to recognize that "supposed" value. If the market just consider that the company is not worth more than 100$ for the next 6 years, that would be devastating for many investors who are trusting in you and in other youtubers. Besides, investing in this company for more than 10 years as you say, requires to trust so much in the management. Do you trust him?. because I dont!. If you are convinced in this stock, I assume that Meta could represent a significant weight of your portfolio, probably 15-20%...

[@allanbanezify]

Jimmy i think u will hit your avg price today lols

[@TheDannyh90]

Tiktok is already banned in India, means instagram/facebook has less competition there

[@martinezcolonh]

Do dog of the dow 🙏 please!

[@Hellocali1]

My only chance to save my investment is the possibility that Meta abandons the metaverse and creates a new plan of action.

[@scottyyoch3537]

So what exactly does meta do?

[@SijanModz]

They sell fidget spinners in the metaverse

[@scottyyoch3537]

@@SijanModz is it a fidget spinner in an Infiniti shape or one balanced around 3 ms? Pretty sure that last one is copyright infringement on an actually good company lol

[@mikkokarkkainen2807]

META CRASHING AGAIN !! 😱

[@rtorcato]

you didn't mention TikTok being a huge competitor to FB and Insta

[@mikefeir]

He talked about reels which competes with tik tok

[@SijanModz]

Tik Tok will get banned by the GOP

[@MrVaSiLiN4iK]

Tik tok is overhyped. Dont think in the longterm it will be able to compete with insta

[@LittleYozhik]

There are cracks appearing in TikTok too, keep a close eye on them too they may also derail soon. Twitter is the dark horse in this race Musk has a way of pulling off crazy ventures.

[@gwynbleidd07]

thx for the video! VICI next pls!

[@tj_yt_]

Bag holder reporting for duty

[@darekaushi]

Wow jimmy you sure have a portfolio of value traps now META INTC T 🤣🤣

[@Djjsndnndnnzjjs]

Jimmy I think you need to do a better job at cleaning comments from financial scammers. Please keep your channel a safe space for your subscribers

[@nickmaros755]

*I’m so happy I made productive decisions about my finances that changed my life forever. I’m a single mother living in Melbourne Australia, bought my second house in September and hoping to retire next year at 50 if things keep going smoothly for me.

[@dayneholt4149]

I plan to add to my Meta position in 2023 when it is below $50 per share.

[@WincreaseTeam]

This is such an awesome video! I also do similar content like this on my page. I love videos that help people learn about reading a chart. My price target for META is 70.

[@r1pcurl24]

I'm thinking to sell mine ($170) and buying google instead. Cut the loss/gamble, and buy a great business at a decent price.

[@MrJsv650]

Quit trading

[@michelebm]

I have Meta at 94.20, I am thinking to keep it until it reaches 130 or so, then I will probably sell it. I do not see a bright future for this business in the long term, too many failures such as Lybra and so on.

[@allanbanezify]

I wish u havent sold it yet

[@everydaywinning4292]

BAG HOLDERRRRRR

[@emrehekim776]

They bought oculus in 2014 and it's revenue after 8 years only 300m$ They just announced loss of 3.7b$ from meta just in this quarter. Let alone the employees. Fb managers or zuck didn't buy back when stock dropped 50% and was less than 200. So they knew what they were about to do. I'm out. The way they are going is terrible. They already had market value of 1trillion$. Just invest core business and focus on buybacks stock and company would be much better. Now they can finally increase the revenue from 300m$ to 1b$ after spending billions of dollars.

[@spencer2296]

Don’t worry, you can buy back in at 50$

[@DJW007]

Holding Meta for 7 years trying to break even is not living up to to the reality of a bad call. Give the recent sell off in equities it makes more sense switching to another stock with much higher potential over the next 18 months.

[@bjsnapper]

Yes hello , don't believe it . . . Lets buy in when it's down 70% for a chance to gather profits 10 years down the line . This guy's investment is at 183 , Current value at 90 , so buy more for a payoff 10 years down the line . WTF , this guy is bias to his" in" at 183 . Anyone watching this should check out Mad Money on this subject. Don't believe this guy .

[@SD4...]

I'm holding this POS but I think is a dead company, they keep burning cash in the metacrap

[@themattissue]

I agree that they have dumped a lot of money into it, but the reality is that they still have a 20% profit margin, it is a fractions of their entire portfolio, they are crazy cash-flow heavy. Sentiment is driving this stock, not numbers.

[@SD4...]

@@themattissue the issue is they have stopped growing and also have been forced to reduce prices, many people complaining that they're trying to be tiktok and people don't want another tiktok but the idiots at Meta refuse to listen to their users and continue to push stupid features that nobody asked for which hurts the engagement of people towards the apps, I'm holing for now but will sell as soon as the stock rebounds, no faith in this company or its management.

[@damiangrouse4564]

A “political analysis” is also required for companies whose Founder/CEO has admitted to cooperating with government “agencies” and has contributed to political campaigns and groups that have destabilized society.

[@timothyburchett8306]

LOL YOU WILL BE BROKE IF U HOLD... LMFAO

[@blackpower3617]

👆👆📩📩

[@denialphasebitcoin5639]

Sell Jimmie, don't fight the Fed. Inflation trade still intact

[@BE-qz9je]

Meta stock crashing. No bottom