Investing Notes

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 t...

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 ten...

Quick Stats With this quick checklist, we can differentiate between INTC being a more mature and stable company with higher margins and AMD being a growth company with great potential ahead.  https://app.tikr.com/stock/filings?cid=21127&tid=2621295&ref=n8ofk0# https://app.tikr.com/stock/multiples?cid=168864&tid=2587303&ref=n8ofk0 Summary  Both companies operate in the Semiconductors industry which is currently facing a great shortage along the global supply chain. This shortage was caused mainly by the pandemic as lockdowns arrived and people stayed at home, demand for electronic goods such as smartphones, tablets, personal computers, etc. increased substantially. As demand for other products such as vehicles decreased, chip manufacturers, switched their orders to companies selling consumer electronic goods, as demand for vehicles increased again rapidly, it was too late for the automakers.  Intel Corporation designs, manufactures, and sells essential t...