META (NASDAQ: META)
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Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued
You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11.8 April
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Expert: Aswath Damodaran - Valuation 101: Every number tells a story
For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve turned to one of the world’s best-known experts on valuation, Aswath Damodaran.12 March
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Bold predictions - Andrew Brown
Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.20 February
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We wrap our bold predictions + Who won stock of the year?
Find out which companies we thought would outperform in the market and who might win Time’s Person of the Year. What did we end up scoring?11 December
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Mark Zuckerberg on Threads, the future of AI, and Quest 3
Meta CEO Mark Zuckeberg sits down with Decoder guest host Alex Heath for a rare interview on the future of AI, his feud with Elon Musk, and all the Quest 3 news out of Meta Connect.3rd Oct, 2023
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Why does big tech seem to get cheap so often?
Here’s something that would surprise a lot of people: every few years we have the chance to buy one of the Big Tech companies on the cheap14th Aug, 2023
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3 stories from reporting season
It's a returning favourite! It’s earnings season. When all the companies gather their shareholders and tell them what they did for the last three months, what went well, what didn’t go so well, and what’s coming up.7 August
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Explained: Why news publishers across the world are suing Google – their biggest source of readers
News publishers continue to decline as Google and Facebook take more of the advertising market.1st Aug, 2023
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Threads: Can Zuck just copy Elon's homework?
Sascha and Alec discuss the story behind Threads and ask a big question that we were left with when we realised Threads was pretty much a clone of Twitter. What are the rules around just copying your competitors products?10 July
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Meta to test limiting some news access on Facebook, Instagram in Canada
Meta Platforms Inc on Thursday said it will begin tests on its social media websites Facebook and Instagram that will limit some users and publishers from viewing or sharing some news content in Canada. -
Meta to test limiting some news access on Facebook, Instagram in Canada
Meta Platforms Inc on Thursday said it will begin tests on its social media websites Facebook and Instagram that will limit some users and publishers from viewing or sharing some news content in Canada. -
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What ever happened to the Metaverse?
Today Darcy and Sascha want to know, what’s happened to the Metaverse?1 May
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Alphabet, Meta lure back advertisers as smaller rivals struggle
Advertisers are sticking with safe havens Alphabet and Meta Platforms in an uncertain economy, their quarterly results showed, likely helping the tech giants take market share away from smaller digital ad sellers such as Snap Inc . -
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Influencer parents and the kids who had their childhood made into content
This article felt particularly timely given France’s new ‘Sharenting Law’. Aimed to curb parents excessively sharing the lives of their children online, France’s law recognises that parents have a legal duty to protect their children’s privacy.22nd Mar, 2023
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Meta (NASDAQ:META) Beats Q4 Sales Targets, Stock Jumps 13%
Social network operator Meta Platforms (NASDAQ: META) reported Q4 FY2022 results topping analyst expectations, with revenue down 4.47% year on year to $32.1 billion. The company expects that next quarter's revenue would be around $27.2 billion, which is the midpoint of the guidance range. That was in roughly line with analyst expectations. Meta made a GAAP profit of $4.65 billion, down on its profit of $10.2 billion, in the same quarter last year. -
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50 Global Investment Opportunities in 2023
Looking for your next investment opportunity in 2023? Look no further! Bloomberg Intelligence has identified 50 companies worth watching in 2023.30th Jan, 2023
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Bold predictions wrapped for 2023
Bryce & Alec gave 24 bold predictions at the beginning of 2022. In this episode they reflect on how those 'bold predictions' have played out in the real world.19 December
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Pounding the table on Meta
With an opening line like that, how could we not include this article from Bireme Capital. Bireme believe that investors are missing the strong story in social media because of all the noise about TikTok.8th Dec, 2022
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Everyone makes mistakes. We just make a lot of them.
Starting with a few confessions from both Bryce and Alec ... it reminds us of that infamous investing meme, "what do you call a stock that fell 90%? "14 November
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3 learnings from earnings season: Big tech is shrinking, oil is growing & waste is flowing
Earnings season. It’s that time of year when publicly traded companies tell the public how they’re going. How much they’ve sold, did they make a profit, and what their plans are for the future. We’ve just got through earnings for the third quarter - that is July to September this year.10 November
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Why anti-piracy ads just make more pirates
Any hope that the RBA and Fed were about to start cutting rates was blown completely out of the water this week, while Facebook nose-dived on "the uncertain and volatile macroeconomic landscape."9 November
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Stratechery: Meta Myths
Ben Thompson’s Stratechery has been one of the most popular newsletters on the world of tech and where it is going. In this article he unpacks five myths that he believes are leading to a distortion in perceptions of Meta.9th Nov, 2022
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Social Media
Metas $677 Billion Rout Boots It Out of Worlds Top 20 Stocks
Meta Platforms Inc. shareholders are paying dearly for its spending on the metaverse: The Facebook parents market value has collapsed by a whopping $676 billion this year, forcing it out from the ranks of the worlds 20 largest companies. -
There's always going to be a reason to panic + Ren's Book Bonanza
We chat about what we learned this week, the Q3 earnings, our idea of checklist investing & we begin Ren’s book bonanza!31 October
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Time to get fit - an open letter from Altimeter to Mark Zuckerberg
As part of their public market investments, Altimeter have been a long term shareholder of Meta (aka Facebook). And this week they published an open letter to Mark Zuckerberg and the Meta board of directors.31st Oct, 2022