慢慢变富的牛牛

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Learn the investment logic of Meta in one article! Is there a “good price” at the moment?

This text 3000 is especially suitable for sponsoring, collecting and transferring: All investors with meta-emotional interest are looking forward to finding investment opportunities (White White+Advanced Key Content: Help mooers to create investment frameworks for meta from life models, financial analysis, and investment opportunities, etc. Standby time: 5 minutes

$Meta Platforms (META.US)$ OVER THE PAST TWO YEARS, THE CYCLICAL SENTIMENT HAS INCREASED BY 75% IN JUST ONE YEAR SINCE THE HIGH POINT IN SEPTEMBER 2021. AFTER THE RELEASE OF THE Q3 FISCAL YEAR ON OCTOBER 25 FROM THE LOW POINT OF THE STORM SURGE, MANAGEMENT ADVERTISING WAS DRIVEN BY LOWER COSTS, AND STOCK PRICES CONTINUED TO RISE IN THE NEAR DAYS. What is the basic face of Meta? Are you currently holding an investment opportunity? Futubulls that do not follow long changes together in a study of Meta-related investments

1. What is the essence of investing?

What is the essence of investing? There are smart investors who sum it up in 3 sentences —Good business, good company, good price。

So what exactly is a good business, a good company, a good price?

Let's start by selling a little something here. We believe that after analyzing Meta, you will not only have a deeper understanding of Meta, but also better understand the fundamental reasons behind the “Good Business Good Company Price” setting on the platform.

2. Is Meta's business a good business?

Duan Yongping: The most important thing I learned at Buffettan was the business model

Good business involves two questions: first, what is the business model; second, how much room does the business have to grow in, and how much business does it attract attention.

What are A.Meta's main businesses?

The company's main business consists of two parts, Family of Apps (FoA) and Reality Labs (RL). Family of Apps (FoA) is the vast majority of revenue for business, accounting for over 95% of advertising revenue.

Simply put, advertising revenue for all apps+metaverse business XR device revenue;

Data Source: Fiscal Year 2022 Financial Report

How were the walls of the B.Meta social empire built? Is it possible to withstand the impact of TikTok?

@psjmz：

Does C.Meta have a moat river as a global social hub?

With 4 billion tier MAU platforms, Meta accounts for nearly 20% of the digital advertising industry's market share; and as of 2023, Meta's apps accounted for 41.8% of adults' daily social media time, roughly half an hour a day, highlighting the company's incredible market share in social media activity.

Data Source: Insider Intelligence | eMarketer, H1 2023

For more information on how to track Meta performance, check it out@牛牛課堂Summary of this article

：【Investment Talk】What do you think of Meta's performance? The ad cycle fluctuates greatly, and the metaverse loses is a win.

3. Is Meta a good company from the point of view of financial data, etc.?

There are three main points to finding a good company: 1, non-quantitative indicators: management, corporate culture, reputation; 2, quantitative indicators: financial statements; 3. The core indicators are in determining a company's ability to create value: ROIC and ROE.

Does Meta make money now? Which indicator should I pay attention to? Why is Zuckerberg so insistent on the metaverse?

Let's share what you think about Meta's latest business trends and business strategy, and share your views with you from all over the way in the Exchange Station

@科网捕手:

@深沉睿智的哈里森：

@话痨散户：

4. From the current point of view, does Meta have a good price?

Finding a good price requires in-depth knowledge and analysis of people, markets, and funds. A good price means a safe edge.

Is it a good time for layout Meta? Or should I sell one empty-handed? How to operate with a higher win rate?

Many mooers travel widely at the exchange station, follow their own investment considerations, observe the new business angle, have an in-depth analysis of the long-term value of the company, and are more predictive than those of the big fans. Hurry up and learn next time~

@投機者：

@Elon Mussk：

@黄莉12：

@八戒谈美股US：

Interactive Session:

1. If you told Meta's investment logic in 3 sentences, how would you describe it?

2. How expensive is Meta now? How should Meta's investment value be calculated?

Please select one for the above questions and come and talk about your views ~ (can be posted in the comment area or post and@慢慢變富的牛牛) Also, what ideas and suggestions do you have for the “Basic Exchange Station”? What other stocks are you interested in?

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Event Hours:As at 24h, 3 November 2023, Beijing time

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Currently, we are continuously improving our 13-issue Fundamental Exchange, covering a wide range of popular stocks such as Tesla, Meta, and more, as well as US equities banking stocks, US aviation stocks and macro analysis to help users focus more on the investment areas of daily focus and discuss and discover investments more effectively Opportunity. The specific location can be found in the location diagram at the end of the text~

References:

Meta Series Depth: Global Leader of Social Platforms, Prospects for Ad Growth - Emerging Securities

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