6,572
edits
Investment Ideas: Difference between revisions
→Meta Platforms
(→Upwork) |
|||
| Line 8: | Line 8: | ||
''Main article: [[Meta Platforms]]'' | ''Main article: [[Meta Platforms]]'' | ||
''See also:'' [[Meta Platform News|''Meta Platform News'']] | ''See also:'' [[Meta Platform News|''Meta Platform News'']]/ [[Meta:Experts]] | ||
Meta is our highest confidence pick and best investment idea. In our assessment it holds significant upwards potential as we expect matchmaking of content, advertising and users to accelerate in the future. We are betting on advances in ai, which is trained by significant time spent on Metas social media platforms. | Meta is our highest confidence pick and best investment idea. In our assessment it holds significant upwards potential as we expect matchmaking of content, advertising and users to accelerate in the future. We are betting on advances in ai, which is trained by significant time spent on Metas social media platforms. | ||
| Line 16: | Line 16: | ||
While Meta is facing it's first serious competitor Tiktok we believe that it will be able maintain it's dominant position via their Family of Apps. We assess that a possible blockage of TikTok for geopolitical reasons could create tailwinds for Meta Stock that are currently not priced in. | While Meta is facing it's first serious competitor Tiktok we believe that it will be able maintain it's dominant position via their Family of Apps. We assess that a possible blockage of TikTok for geopolitical reasons could create tailwinds for Meta Stock that are currently not priced in. | ||
Additionally we believe that Whatsapp has a large undermonetized potential, Meta has the ability to cut and control cost and their VR/AR efforts hold future potential which is not priced by the market. | Additionally we believe that Whatsapp has a large undermonetized potential, Meta has the ability to cut and control cost and their VR/AR efforts hold future potential which is not priced by the market. | ||
== Alphabet == | == Alphabet == | ||
Full article | Full article | ||