I wasn’t making videos about it back then, but I did think they were undervalued - x.com/mattderron/status/1585640434604609543?s=46&t=BC4fNbzB2ToJLdOi2niZNQ
I bought them back then but only put $50 in because I was skeptical. I have no idea why my dumbass didn't put down more. to be fair though, I put like 60% of my portfolio in Nvidia in 2021 so I cant complain
Completely agree. The fears over the antitrust lawsuits related to search/ad tech are overblown. No DOJ case has ever had an extremely meaningful impact on a big tech company in recent memory. Typically it’s a slap on the wrist in the form of a few billion dollars worth of fines which equates to a couple of weeks of FCF for a company like Google. Additionally, with the RU-vid and cloud businesses they offer diversification in revenue streams and opportunities to keep growing the top line for years to come. Not to mention smaller projects under “other bets” such as Waymo, their autonomous driving business. It’s currently the most advanced system on the market with by far the most data given the breadth of the service (operating in many large cities on the west coast for years). Should deliver attractive, market beating returns over the coming years barring any major unforeseen headwinds.
@@skyBearish not yet.. i plan to buy stock which are cheap enough according to their valuations.. i would prefer NVDA if it comes around $90.. otherwise i m not gonna chase it..
@@TrulyS2345 given how volatile nvda is you might get chance before q3 earnings I feel 😅. If it's not a secret, could you tell me how much of your portfolio is amzn and meta? And are you adding more?
Personally not a fan of the Meta stock, cause I don't like companies that have one single revenue source. I prefer companies that have multiple sources of income, more diversified how they make money. Here it is just Ads. I have to admit that I have bought and sold the stock several times when it deeps and then sell it for a short profit.
My Lynch's PEG, Graham's evaluations and DCF model tells me the same thing that you did. Meta, Google and Amazon are buys, probably in this order. I like Microsoft's business model a lot but at that price, it is way too costly.
better to buy QQQ on 10% correction! no need to track , decent option premium if you sell puts and next growth wil be there . less risk as well . keep in mind QQQ will offfer better downside protection .
After I consolidated, META AMZN NVDA were the big tech companies I decided to hold on to (and add much much of). AVGO as well. Needless to say, I’m pleased with that decision. lol. Great perspective here.
This is the status quo right now but users are leaving Facebook for Instagram. It's not "sticky" like Google, some other social media platform might replace Instagram
I think there are arguments to make on both sides, however Meta most of the major platforms where people spend their time. Average minutes per day usage: Facebook - 33 min Tiktok - 32 min Snapchat - 31 min Twitter / X - 31 min Instagram - 29 min WhatsApp - 28 min RU-vid - 19 min Combined Meta has 1.5 hours a day of usage and their platforms are 3 out of the 4 largest (RU-vid is in there as well) on this list. So, sure...other platforms can grow like TikTok, but Meta has a lot of stickiness IMO.
well fuck it lets overshare to strangers on the internet. I struggle with anxiety before bed and i have really hard time falling asleep and Matts calming voice helps me every time. Such a positive person , or so he seems, i cant help but relax. I am from east europe so right now it midnight and i can go to sleep :D. Also wanted to say that i really hate your ,,trading" like the walmart sell and than the sudden uproar of stock price just pissed me off, but i do find matts videos educational and very high qualitty so i will be watching and learning as much as i can. Wow that feels good. Have a nice day everyone.
I think I'll put down a few thousand on meta but not the others. meta's current media turn around is nothing short of incredible, a complete 180. but my main worry with advertizment businesses is there is fated to be a next recession closer to us and during recessions advertising naturally is the first thing to be cut from all business budgets which is not a sector you wanna put money on/ expect growth from during those times. from what I gather however, it's impending red flags have been waved but then promptly taken down. it seems we have until may of 2025 now before anything crazy would to happen
The other (somewhat) positive aspect is that if/when recession or whatever you want to call it happens, whatever marketing dollars are left will go to the most effective platforms. First, anything digital, but then specifically Meta is very strong there and continuing to improve conversions. Agreed though, a slowdown in the economy will impact their business, but overall I still think they are in a strong position
@@mattderron but, they do not have their own platform like device or phone? So they are a slave to either android and Apple ios...right? I still do not see how Meta live of on ads?
If you ask that question, maybe you didnt do your research enough.. If you did you either load up or keep or sell.. Because what ever someone else say might not be what you think of the stock..
@@Steelersfootball45 Nervous is normal. But look at it like this: On the long run most good companies (microsoft, amazon, google etc) will go up. Will it go down in a crash? Yes. Is that a good time to buy more? Yes. Never waste a good crisis. Look at the S&P and nasdaq and it's individual companies in those names for last 20 years. You'll see it goes up even with multiple crashes/crisis. If you think google is expensive right now, dont buy it. If you think it's still cheap buy it..
I was about to say this. Investing is about temperament and having evidence to back your investments regardless of market sentiment so you won’t do stupid things like buy high and sell low.
You'll gain better reputation if you don't use clickbait. Your video title and your conclusion do not match. It will never be apples to apples with these big tech names. You're hinting that META could be the best bargain, but it isn't. Also most investors these days factor in technicals on top of the fundamentals. Beyond the numbers, saying META is a bargain at nearly all time high is not a good sell compare to AMZN and GOOGL.
How is it clickbait when I walked through my reasoning? Are you saying it’s clickbait because you don’t agree? In terms of technicals, what factors are you using? RSI? MACD? On what timeframes? Why do you think GOOGL and AMZN have better technicals (or fundamentals) than META? I have no problem talking through it but I think questioning someone’s integrity when I clearly walked through my reasoning is pretty weak. 🤷🏻♂️
WBA is even more off its highs than Amazon or Walmart is it a better bargain in the retail space? Intel is more off its highs than any other silicon stock is it a better buy than avgo nvda amd and tsm? Or maybe just maybe does past performance have little to do with how cheap a company is relative to its future cash flows?
agreed, just because something is "cheap" doesn't make it a bargain. This is a lesson I feel like all investors learn the hard way at some point (I know I have)
Dont u think apple tesla and amazon shares will one day collapse due to the ongoing rise from chinese direct rival companies - huawei xiaomi byd alibaba ????
That’s not a constructive perspective considering that most brokerages let you buy fractional shares. You buy good companies at good prices. Their stock price literally means nothing. It’s their market cap that matters. Don’t get fooled by that.
If you want to argue semantics then you’ve come to the wrong place. Even if they were considered “big tech” which they are not, they wouldn’t be the best bargain, sorry.
They are the strongest companies in the market with great balance sheets and generating the most cash flow. Where else would I want to be? If your point is that we shouldn’t be in stocks and we should be in cash or something else, then I don’t just invest that way. Too hard to predict macro in a meaningful way for long-term investors IMO
How can anyone invest if we always wait for the perfect market? As far as I can tell, there is always something somewhere that is about to crash the market.
