Meta is the current FAAMG ugly duckling. Immerse in a whirlwind of problems plus a massive investment program into the Metaverse blue ocean, Meta is suffering the rage of the markets. But how much of it is the narrative and what is the actual reality?
Where most analysts just scratch the surface focusing on the current price or the trend followed during the past months, Edelweiss once again carries out a comprehensive analysis. Congratulations.
Not directly related, but what are your thoughts on Netflix? I feel they have been thrown under the bus along with Meta over the last half year. Would love to see a similar deep dive on Netflix from you. I am thinking Netflix have several important competitive advantages (or "Powers" as Helmer calls them) that remain strong in spite of recent weak growth in subscribers: I count Scale economies, Branding, Cornered resources (IP), and not least Process Power (Culture). 4 out of 7 Powers! That is pretty good indicator of a wonderful business.
Where most analysts just scratch the surface focusing on the current price or the trend followed during the past months, Edelweiss once again carries out a comprehensive analysis. Congratulations.
Sin palabras, un trabajo excelente. Gracias
Not directly related, but what are your thoughts on Netflix? I feel they have been thrown under the bus along with Meta over the last half year. Would love to see a similar deep dive on Netflix from you. I am thinking Netflix have several important competitive advantages (or "Powers" as Helmer calls them) that remain strong in spite of recent weak growth in subscribers: I count Scale economies, Branding, Cornered resources (IP), and not least Process Power (Culture). 4 out of 7 Powers! That is pretty good indicator of a wonderful business.