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Showing posts from November, 2021

Meta (FB)

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Facebook , Inc. develops products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and in-home devices worldwide. It  was founded in 2004 and is headquartered in Menlo Park, California.  The company’s products include:  Facebook, enables people to connect, share, discover, and communicate with each other  Instagram, a community for sharing photos, videos, and private messages Messenger, a messaging application  WhatsApp, a messaging application that is used by people and businesses  Facebook Reality Labs, an augmented and virtual reality product   Recently the company has changed its name to  Meta Platforms . In the following link, you may find more information about its exciting project. "The metaverse is the next evolution of social connection. Our company’s vision is to help bring the metaverse to life, so we are changing our name to reflect our commitment to this future." Quick Stats Reve

Alibaba Group (NYSE: BABA)

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The company's headquarters in Hangzhou, Zhejiang province, China Quick Stats (Last 10 years) Revenue has multiplied 35 times (4,5x since 2017) The operating margin has decreased substantially (from 50% to 15%, remains stable for the last 3 years) EPS (30%-40% yearly growth) Shares Outstanding - an average yearly increase under 3% ROI has been decreasing remaining stable for the last three years 8%-9% ROE stable last 5 years (14,5%-19%) Summary Alibaba Group Holding Limited provides technology infrastructure and marketing reach to merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally. Incorporated in 1999. It operates through four segments:  Core Commerce Cloud Computing Digital Media and Entertainment Innovation Initiatives   China's e-commerce market share (2018) Competitive advantage Economies of scale Network effect Greater Operating Margin than Amazon   (15% vs 5%) Monopoly tende