Turns out easily doubling your money with Meta isnt going to be so easy.

@aestheticlxx9254

Жыл бұрын

😂😂😂cracked me up ngl

@putt7515

Жыл бұрын

We all came back here xd

@CeleronS1

Жыл бұрын

Well, im ok for easy 4x as well. :)

@Hellya38

Жыл бұрын

lmao

@jaychung9801

Жыл бұрын

This guy said similar stuff about BaBa months ago 😂😂😂

This video aged well! Time to get the popcorn🍿

Man your video editing has seen a ten bagger over the last months. Someone is doing a fantastic job!

Fundamentally stocks still don't make sense at their valuation. There is still fear of holding cash

BABA was an easy -50% so I’d still take his opinion with a grain of salt

@jordancostello150

2 жыл бұрын

2-3 years from now come back and see if your comment was correct.

@seniorsergeanttomcroydon6401

2 жыл бұрын

@@jordancostello150 right. The CCP will obliterate the business of Alibaba.

@AlexA-zg7mq

2 жыл бұрын

Baba is the most undervalued stock

@jorisdelphin6232

2 жыл бұрын

Hard Times means hard times. 💪we'll see in the next 2 or 3 years (or more)if it's a good calculus (yes I tried to do my own homework 😅). And I still believe in both. Baba and meta. It doesn't mean you can't diversified in other stock that you didn't found on KZread.

@BuffettAnswers

2 жыл бұрын

@@jorisdelphin6232 I like how you came back after a few weeks lol. I’m still rooting for them to succeed, but I’m just saying people shouldn’t idolize his ideas. It’s all about timing your entry/exit, not just time in the investment.

thanks mate for uploading the link to the original video!

It was $300 Now $88 !! It has to "triple" to return the original price.. I lost too with Meta and others.. Hope the best to you all..

@jackassdamo

Жыл бұрын

after calling easy double, hes gone eversince

@mpgrewal00

Жыл бұрын

Everyone is a guru when market is rising when the reality strikes they go into hiding.

@dummyemail4738

Жыл бұрын

When it was at 200 i had predicted 85.

@jasonhammons3826

Жыл бұрын

this is when I loaded!! thank god...I bought 40 @89....it will be a 10x from that price in 6-10

@matuskrajnak9785

Жыл бұрын

@@jasonhammons3826 congrats... perfect timing

Posting the link was a boss move bro!! You're one of my most watched channels!! Keep up the good work!!

Shocked that i just read through this comment section and found a lot of useful discussion and tips. Is there a discord group for this channel?

Great video, thanks for making this!

I was wondering if author or any subscribers have any thoughts about the price range of investing in Meta. I am planning to start executing below $175. Thanks

Great video! Thank you for sharing!

Great video thanks Unable to gong the link for the full video 😊

Hey there👋🏻 Just would like to ask when where the winner of the books was/will be released:)

more like this please. very high-quality content and video

Love this very pragmatic view on Meta. Thanks!

Really good explanation and thanks for the full video.

Really stepped up your production quality here mate! Keep hustling

Any thoughts with the updated scenario around meta?

Thank you for the link

Agree that meta seems crazy to go all in on vr. Having said that I was so wrong on the purchase of Instagram that going to have to give the benefit of the doubt.

Thanks for the video! 🥰

Could you have a talk about tencent i think it would be a intresting subject as it is near pandemic lows and their fundamentals havent changed.

I am sitting comfortable with my 280 avarage. I don't think there is much to do, see you guys in 5 years. The only thing representing a danger is policy changes regarding personal data, but they might already have a solution prepared to those.

@Rising.consciousness

2 жыл бұрын

Hopefully there is a policy change regarding personal data. Freedoms and avoiding technological dystopia are more of a priority for me than material wealth

@surajts7806

Жыл бұрын

How are you feeling now @Richard

Posting onto instagram or facebook from your ray-ban glasses seems like the next step to social networking. Then AR, then VR. I hope the metaverse isn’t going to go too far into the future like google glasses did.

Thank you very useful information😀

People underestimate Meta's power in many developing countries especially in Asia - which is where most of their users are based. And these users are not fully monetized like North American users yet. Meta's advertising market alone will grow with these countries.

@bla7091

2 жыл бұрын

Asia is where they face the strongest headwind from regulation though, they're blocked in China and now also Russia...

Amazing stuff...thank you

I'm buying for sure!

Loving the channel bro!

We need a follow up!

On March 8th meta was about 219.77 now on November 11 is at 113.40 from 89.16… I believe now is the time around 105

Can someone tell me where to find the link to the whole interview? He says he has included the link “in the description below”…..and where is that?

@hegemonersmith1048

2 жыл бұрын

Under “Description” hit “More” and you will see the URL for “Full Interview.” Hope this helps.

where is the link???

It’s just different approach towards to innovation, you get entrepreneurs like Jeff having diversified new projects, and you have Mark goes all in.. Jeff went all in with his book startup, jobs went all in with MacBook… but from an value investor’s perspective, a diversified portfolio is a saver bet

Thanks for sharing!

Another solid take - thanks

I love how it looked like an official quote "metaverse... lets do that"

Any thoughts on Apple stopping tracking, and android possibly following suit shortly? Surely that will make Meta less valuable to advertisers as a platform?

@azzakean

2 жыл бұрын

I also think this is huge, Google could take lots of advertising business from fb because you are voluntarily giving up information by typing into the search bar. Facebook are essentially stealing your data.

@darrenespinosa9861

2 жыл бұрын

Industry is moving on to non-identifiable, context based advertising, where cookies are no longer as necessary as before. The problem as well is that advertisers also don’t really have alternatives, given the content forms they’re used to on FB and IG.

@fanban2926

Жыл бұрын

Stopping tracking? Haha you are laughably uneducated. They only stopped the idfa, not tracking!

Best yt channel!

Your a boss for the link! I’ve been looking for the video for awhile now.

Great video! When are you gonna make a video on Michael burry's portfolio?

I think a lot of people missed that Mohnish said he sees a double at the CURRENT Interest rates. No way these rates stay.

@matthamdorf4808

2 жыл бұрын

It's all relative though, that applies for every stock.

@khafreahmose8768

2 жыл бұрын

Yeah but their margins are so nice I think they can still perform okay even if the Fed raises rates.

@witoldschwenke9492

2 жыл бұрын

yea and he said 5-10% growth, which in itself isn't a given.

@witoldschwenke9492

2 жыл бұрын

@@khafreahmose8768 if Facebook stops growing its value would need to fall 50-60% from the current price because who wants to hold a stock when you can't expect to sell it at a higher price? Facebook would immediately need to pay a high dividend and that would be the only reason to hold it. That is troublesome because they'll still need to use money on r & d, so the dividend or stock buybacks can't be unlimited high. i really don't like Facebooks risk reward ratio right now. there are other companies that have a potential for doubling where the risk is better

@tylerruca990

2 жыл бұрын

@@witoldschwenke9492 name em

so 4x in 2-3 year at $95? why not

Great video!

great analyticts thanks

already doubled 💪💪

@LadyLadyLadyOscar

Жыл бұрын

😆 I guess Puts QUADRUPLED (at bear minimum) in the meanwhile.

This is why a lot of super investors like Li Lu/Guy Spier never talk about individual companies. Mohnish does this a lot even with his own Turkish investments and this is really a disservice to their audience bc it introduces a bias to the people who value their word.

I love How he the talk

Meta is an interesting company doing interesting things (despite being lead by a villian). I think the stock will rebound, but I think we have more economic turmoil ahead of us before that happens.

Meta is interesting, don’t love their last quarterly earnings report. Shift to metaverse focus still very early

Here’s the thing, if Monish really believed this, why hasn’t he bought any? He doesn’t care for easy doubles?

@bluegtturbo

Жыл бұрын

He's been too busy watching his Micron holding going absolutely nowhere except down... 😁

This is why you never listen to internet people/comment . From 88-220 🤣 literary a easy double in months . Everyone in these comment saying it wouldn't happen wrong asf 🤣🤣🤣🤣

@LC-qo7vf

11 ай бұрын

Snitched a few hundreds at 90~100, wish I got more 🤣

Love this video!

lol really understood they way you oversimplified!

Success rate for hardware oriented product is quite challenging. I think the chance of success is

Was this interview pre apples data mining opt out. If google follows this (I doubt they will they do their own data mining) meta is gonna get sparked.

Spot on analysis

@Enjoyablewalks

4 ай бұрын

Yesterday Meta hit all time high with 21% jump..

Wow very nice video...

Interesting

Or an easy halving

I love lookingback at these statement by so called experts... when this video aired the stock was at $195/share it now sits at $134/share or some 30% lower than when they suggested buying it and getting an easy double...just shows they know nothing!

@MrGiggity890

Жыл бұрын

Now it’s more than an easy double

@AS-pl3ce

Жыл бұрын

Are you sure?

@MrGiggity890

Жыл бұрын

@@AS-pl3ce 🤡🤡🤡

@LadyLadyLadyOscar

Жыл бұрын

$90 as of my writing 🤭

@dinero99

Жыл бұрын

Nobody knows shit..they all are lucky and just stayed longer in the game with wealth generated from other means

Like the case, intresting!

Interesting!

didn't age so well. watching this 7 month later and eating popcorn and thinking all the ppl who jumped on Meta at the time and how long they would have to wait to double their money. another example where no so called "guru" should be listened. just do your own research.

Great video

should be a quadruple now lmao.

Thanks for this video.

@LadyLadyLadyOscar

Жыл бұрын

You bet! 😵‍💫😵🥴 Oh wait, hope you didn't. 🤭

VR Sports tickets will be huge. FB could make Billions just skimming off the top of these tickets.

Very 👍

thanks!

As an engineer in Meta realty labs, I wish he talked about this a year ago (before I invested in BABA because of his advice). It is very obvious he has no clue how a hardware device works! We do not live in a world that a person in his/her garage can make a complicated hardware device (when was the last time a person make a novel cell phone, tablet, smart watch, car, .... in his garage?). These devices are very complicated, they consist of more than 1000 small sensors, subsystems, actuators... that should be integrated (and work in harmony).

@SpeedbirdHeavy

2 жыл бұрын

Totally! 100%

@trevorglenn3215

2 жыл бұрын

I don’t think he meant that literally, it seemed he was getting at tech startup is most likely to profit the most from the meta verse but I agree it’s not something you can slap together haha

@donutcream4944

2 жыл бұрын

Who will be the target customers ?

@SugarRoll

2 жыл бұрын

A year ago FB wasn't selling at such a discount. Don't blame Pabrai for your own investment decisions. If you're following someone else's advice blindly and you didn't do your own research, you dug your own grave.

@rickjames4727

2 жыл бұрын

have you tried not listening to his advice?

Nice vid 👍👍👍

There are so many people I know who bought BABA based on Manishs advise at 275 , 225, 175 etc .... currently at 76.. moment of silence for all of them who lost so much money

@juandeereftw7197

2 жыл бұрын

lol

@hmetkaya04

2 жыл бұрын

Yeah exactly, I'm one of those people. Monish is awesome, really eloquent and convincing. But BABA showed he can be very wrong.

@Yahniboy

2 жыл бұрын

Including me

This didn't age well but youtube is still recommending this.

Good video

Nice video 👌

One has to look at Meta as a company which is trying to reinvent itself. The advertising revenue streams from Facebook, IG etc. will be steady or slowly declining for next few years but I don't see a huge upside as it is reaches saturation across the globe. So this is betting on the true monetising of AR/VR supported by advent of 5G all over the world. The so called Metaverse might just be a teaser but millions will use AR/VR in future with multitude of applications. Meta should benefit as it has a head start in this technology and has the money to fund the innovation.

Now it is 120 :)

@ilkera.9678

Жыл бұрын

$104 today after hours. easy lost in half Mohnish meant to say in the video :)

Great

im ready now to buy for my easy 8x! :-)

Please enable subtitles. I'm from Brazil and sometimes I don't understand your accent. Great content though

@jovanka---------3022

2 жыл бұрын

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Nice

Cool 👍

Also BABA was the crown jewels so he bought it and then sold at a significant losses. I have some doubts about his views

@TheEnergizer94

2 жыл бұрын

Maybe you were unaware but most people speculate that it was for tax loss harvesting since he sold at the end of the year. He may buy back in but he also says that even if he is bullish on Baba he believes that Tencent has even more potential

@ippolito3166

2 жыл бұрын

@@TheEnergizer94 I know, but does it seem reasonable to you to spend millions on alibaba (1/4 of his portfolio if I'm not wrong) and then realize tencent is better? It scares me that he has not also evaluated tencent before deciding where to invest in. Don't know you but sounds like a rookie to me.

@aivaraspetrikas15

2 жыл бұрын

Monesh said it was tax harvesting + he saw a better opportunity in tencent

@MlCKERS

2 жыл бұрын

@@ippolito3166 Yeap. H T F don't you look at Alibaba's biggest competitor before investing.

@ippolito3166

2 жыл бұрын

@@MlCKERS I don't know but he really did it! 😳

@9:50 "Is the housewife next door ... is she buying it" 😂😂😂😂

Nice video

In my opinion current socioeconomic landscape makes basic valuation principles irrelevant. It made sense to value US companies to see which ones will grow into corporations and which ones won't when US controlled most of the world trade. It's not the case anymore. Markets are now driven by sentiment and geopolitical shifts. There is a hard limit on growth that is palpable and meta is the first of many to actually feel that. They would lose 100 million users just this quarter cuz of ban in Russia. And I don't think that's the last time an all out ban happens to a corporation. There was no period in the history of stock market quite like this one and we have to adjust to that to save our money.

@CrueKnight

2 жыл бұрын

I disagree. There were always unrest, we just feel it more because of movements in social media. It's also a short term argument. All of these events will pass, and ultimately money will prevail. Russia cannot survive without western services and they will revolt their leader if they starve for too long. Value investing is about using intrinsic value to find the balance. In the end everything is biased to it's neutral state like water and it's changing tides. We're just experiencing some choppy waters but we've had worse in previous wars yet, balance and prosperity still prevailed. I'd argue that it's during world fears that you can gain the most wealth. Huge discounts on the biggest companies and still fears drive the conversation. Don't be the one regretting when the market becomes confident.

@iexist6021

Жыл бұрын

Great point and this proved to be true. People are getting fed up with them pushing bias political agendas and they’re leaving in droves. Myself included.

@iexist6021

Жыл бұрын

What’s your Twitter? I’d like to follow you and pick your brain some.

Mohnish the great bagholder. Making more bag holders. Looking for quantified ad impacts this quarter. PE is historic low. So yes 2-3 years, it will be higher. Buybacks also happening. IDFA big problem. Need more data on impact

Wolverinu really is the next best thing! From the likes of a highly anticipated P2E game on the horizon to Staking V2. Wolverinu will claw faces🚀

I wish I could just sit in a room and listen to Mohnish, Warren and Charlie talk about their thought process behind buying into companies. I could listen to it for weeks straight. Instead I just have to listen to my loser friends talk about beating a level in a video game.

lol so wrong as of Sept 2022

yeah, but need big stomach ... price might go down to $120 or lower before it can double from here

I've been looking at FB the same way. Facebook will likely continue to be a strong company without meta for years to come, and we should base our intrinsic value assumptions on the idea that meta falls flat on its face. Meta working out is pure speculation and a value investor does not speculate. If it works out well then that's a pleasant surprise, but if you base intrinsic value on the success of meta then you're purely gambling.

@mahmutmereyem4582

2 жыл бұрын

How do you Analyse the ad business without that metaverse crap?

@Richard-bk4zn

2 жыл бұрын

I think valuing the metaverse just as a 10 billion yearly loss is the other side of the coin which shouldn’t be done either. It will most likely generate some cash, even though it might won’t play out as Zuckerberg thinks. I would value it very conservative, but 0 seems very unrealistic

@mahmutmereyem4582

2 жыл бұрын

@@Richard-bk4zn Ok thank you 👍

@jessekuntz458

2 жыл бұрын

Metaverse definitely is not going to turn out how Zuck thinks it will. These things never do. They are very early in the process. Inevitably they will need to adjust and pivot as they face the obstacles that will show up.

@93kk0

2 жыл бұрын

I am not sure 'FB will likely continue to be a strong company for years to come'. I personally don't know a single person who likes FB - it's a good tool when you need to get in touch with the grandparents. I rarely scroll my feed, to many commercials, recommendations, and dimwit connections thinking every dawn is for discussing politics or celebrities. They also constantly facing scrutiny over personal data. FB have critical mass going for them, but seems to be increasingly vulnerable to disruption.

11:27 "meta is a call option" that you sells

We can’t be comparing developing the metaverse with the fire phone flop. The metaverse will create a whole new economy inside the virtual world. The fire phone was just a shit product

Informative on how the guy thinks and shares some good insight. Too bad I find most his publicised ideas don’t work out

🙌🏻🙌🏻

Google is also going to bring tracking restrictions just like apple in 2-3 years. Plus many governments are now interested in data privacy bills.

@loscarrerinesdelol7118

Жыл бұрын

thats why they are using AI now to serve ads

So basically Zuck has some big balls.