Meta Stock Analysis: Metaverse Do Nothing


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TLDR for Meta stock analysis:

  1. The transformation from social media to the metaverse is still far away.
  2. Apple’s privacy policy or even followed by Google will not slash Meta earning capabilities, it just slows the growth.
  3. Meta’s strong balance sheet will help a lot in the transformation into a meta-universe.
  4. The buyback program gives us a glimpse of the management in shareholder shoes.
  5. Even though Meta has an outstanding competitive edge, when it can’t be monetized, it is useless. In the metaverse case, the situation is worse. Meta has no sustainable competitive advantages. Not Yet.
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Coinbase Stock Analysis: Update May 2022

Trustworthy Perception on Coinbase helps the company to retain its customer.
Customer Perception on Coinbase
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Too Long Didn’t Read for Coinbase Stock Analysis:

  1. The competitive advantage of Coinbase is it has a “license” to operate as a crypto hub from the Federal government. This kind of competitive edge is the sustainable one.
  2. Due to that advantage, it is easier for Coinbase to gain trust from the institutional fund that needs to invest in crypto.
  3. The trend of the institutional fund joins crypto investment beginning in August 2021 with a total of $17 billion money poured into crypto assets.
  4. As a result, Coinbase earnings in Full Year 2021 exploded more than ten times from the previous period.
  5. The biggest risk is the core business is tied to the popularity of cryptocurrency. A digital asset with no official or legal backup.
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Netflix’s Competitive Advantage is Losing?


Netflix's Competitive Advantage is decaying due to the competitors don't need to make money.
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If we inspect carefully the number of subscribers lost, actually Netflix is just fine. The streaming giant only lost 200 thousand subscribers from a total of 221 million. It is a tiny fraction, less than 0.1%. It is no big deal. Netflix said that number comes from 700 thousand losses due to Russian things. If we neglect Russia – Ukraine number, Netflix has an additional 500 thousand subscribers. Not bad. Far from it. Case closed. So, why we are here? To address a more important issue: Netflix’s Competitive Advantage.

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