@@karanjot0009 still doing okay. The price I bought is extremely close to my new intrinsic value using a 12.5% discount factor and assuming a 15% revenue growth over the next 7 years. Past 5 year revenue growth for Facebook is 42%. Too bad can’t post screenshot here.
Thank you for your work! Really appreciate your fundamental analysis at a financial level. Would you be willing to do an update on where Zoom currently is?
About fair value, some recommend waiting for a fair price, other recommend DCA. What I do is DCA a specific amount per month, regardless of market valuation (roughly half) and the other I wait for a fair value on a stock I like. If that does not happen, buy on last day of month with the other half and then repeat.
Hi Ivan, Facebook is in a transition period (eg moving to short videos to compete with TikTok, Metaverse, AR/VR headset). I actually bought more after the large drop (not advice).
Hi, the iOS App Tracking option does impact FB’s advertising business in the short term, but I believe FB will eventually find a way to mitigate it and find ways to target ads and track ad performance better. Good thing FB is not as impacted as much as Snapchat.
Hey, any thoughts on how Apple's "Ask app not to track" feature will hurt Facebook's advertising revenue. The stock along with Snapchat stock has been hit hard recently.
I talked about this risk briefly in the video. I think it’s best to wait until FB releases Q3 earnings to find out. Personally, I believe Facebook will find ways/tools to help advertisers mitigate iOS anti Ad tracking. This is indeed the biggest short term risk.
I agree. Totally loves Victor's channel and this is the one thing I wish he could work on. Great, Great work Victor............. I hope people realize that it takes a lot of work to put thee video clips together in such a great way with very solid information, commentary and analysis. God bless. If you could slow down a little bit, that would help. We appreciate what you are doing. I use some of your information as a check against my analysis and information gathering and you save me some research time in many instances.
👏👏👏👏👏For those of you who want and can support our channel, here is how you can help: www.patreon.com/IntelligentInvestorChannel
These videos are fantastic!!! Thank you so much!! No one breaks down companies like you do!
I agree with you. I just bought Facebook stock. 21% undervalued using 13% discount factor according to my financial modeling
Would you consider buying 1 year out leaps instead of facebook stocks?
How are you?
@@karanjot0009 still doing okay. The price I bought is extremely close to my new intrinsic value using a 12.5% discount factor and assuming a 15% revenue growth over the next 7 years. Past 5 year revenue growth for Facebook is 42%. Too bad can’t post screenshot here.
Is it undervalued NOW?
Not advice. But I believe it’s undervalued. I bought more shares after its earnings release.
thank you
Hi Victor, can do an analysis on ATVI?
Thank you for the Facebook update Victor, you are a man of your word!
Finished.. buying around $325 then was overvalued.. many gone bankrupt now
Thank you for your work! Really appreciate your fundamental analysis at a financial level. Would you be willing to do an update on where Zoom currently is?
About fair value, some recommend waiting for a fair price, other recommend DCA. What I do is DCA a specific amount per month, regardless of market valuation (roughly half) and the other I wait for a fair value on a stock I like. If that does not happen, buy on last day of month with the other half and then repeat.
How did you manage to get the intrinsic estimate on the yahoo finance page in the excel screenshot? Thank you
Love you channel man. Keep it up!
100 % agree! i buy $500k at $326, what they want to do with the metaverse is very revolutionary if they can take it to another level
Hi Victor, what is your view of FB recent qtr performance and price crash? Buy the dip or sell?
Hi Ivan, Facebook is in a transition period (eg moving to short videos to compete with TikTok, Metaverse, AR/VR headset). I actually bought more after the large drop (not advice).
Facebook will shock everyone with this earnings . This whistle blower thing is not gonna last long . Brilliant opportunity to buy
Yeah by missing it and dramatically lower their guidance
can you do a more detailed video in the Whistleblower Scandal and the Cambridge Analytica scandal?
Hi Victor! Are you still bullish on Facebook after the drastic stop today?
I’ll review the earnings later
Can you do a video on Tesla? I’d like to be able to know when the stock is fair valued
Can you post a video of all your stock holding or start a website that show what stocks you have in your portfolio???
What do you think of the issue regarding apples recent privacy settings limiting targeted advertising for Facebook?
Hi, the iOS App Tracking option does impact FB’s advertising business in the short term, but I believe FB will eventually find a way to mitigate it and find ways to target ads and track ad performance better. Good thing FB is not as impacted as much as Snapchat.
Thanks for the good stuff
Hey, any thoughts on how Apple's "Ask app not to track" feature will hurt Facebook's advertising revenue. The stock along with Snapchat stock has been hit hard recently.
I talked about this risk briefly in the video. I think it’s best to wait until FB releases Q3 earnings to find out. Personally, I believe Facebook will find ways/tools to help advertisers mitigate iOS anti Ad tracking. This is indeed the biggest short term risk.
The only issue I have with the stock, is that I would not invest in a company of MZ.
Would you be interested in doing video analyses of 1-3 specific stocks for a fee? Perhaps through venmo
First
can i get that excel spreadsheet please
Yup, It’s in my Patreon blog. It’s in the video description.
Christmas is two months away.
I waited a year!😂
damn, is it christmas already?
Apple killing this industry
Hopefully, our government won’t regulate our homegrown platforms to the point it can’t compete with foreign platforms ...
FB will become the next AOL:-(
Doubt it. Facebook got WhatsApp and IG as well. Even if FB goes bye bye, WhatsApp and IG still got more users than Snap
Is it quickly becoming that. More like MySpace
now its cheap, and weak ago it wasn't xD
Yup I agree:)
too much prediction and assumption
Will it drop 42% again? Haha
No one knows
Drop further better
Can buy more shares at cheaper price
Nope, the chance will be very small. But I will buy more if it happens.
You're talking wayyyyyy too fast.🙄
Sorry I’ll try to slow down next time
Adam, I think Victor’s diction speed is just fine. You can always play the video at a slower speed
@@jeremychan3238 i agree. The speed is fine.
I agree. Totally loves Victor's channel and this is the one thing I wish he could work on. Great, Great work Victor............. I hope people realize that it takes a lot of work to put thee video clips together in such a great way with very solid information, commentary and analysis. God bless. If you could slow down a little bit, that would help. We appreciate what you are doing. I use some of your information as a check against my analysis and information gathering and you save me some research time in many instances.