Crypto in Sports, Sporting Crypto

Sporting Crypto

Crypto in Sports

Breaking down the intersection between Sports and Crypto

Intersection Between Sports and Crypto

Equity Bottom-Up

Meta Platforms (Facebook) / Equity Bottom-Up

<ul><li>This weekend at the NBA All-Star weekend, we saw the NBA commissioner Adam Silver unveil an in-game streaming experience which had the internet in awe.</li><li>Many have decided to brand the ‘Metaverse’ a sham, a dystopian digital experience or something that just plain won’t work.</li><li>When Mark Zuckerberg changed Facebook’s name to ‘Meta’ to indicate the direction of travel he thinks the world is heading in — we should probably have sat up and said “there might be something there”</li></ul>

This weekend at the NBA All-Star weekend, we saw the NBA commissioner Adam Silver unveil an in-game streaming experience which had the internet in awe.Many have decided to brand the ‘Metaverse’ a sham, a dystopian digital experience or something that just plain won’t work.When Mark Zuckerberg changed Facebook’s name to ‘Meta’ to indicate the direction of travel he thinks the world is heading in — we should probably have sat up and said “there might be something there”

Sporting Crypto - 20th Feb 2023: The Metaverse Might not Suck

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>Microsoft news of rolling out ChapGPT into its Bing search browser and eventually into its Microsoft Office product suite has dominated the news cycle the past few weeks as AI computing has garnered Wall St.’s full attention.</li><li>Within two months, OpenAI’s ChatGPT app has registered 100 million users – nearly one-third of the U.S. population.</li><li>Microsoft has not hidden it plans to challenge Google search dominance and erode its existing market share.</li></ul>

Microsoft news of rolling out ChapGPT into its Bing search browser and eventually into its Microsoft Office product suite has dominated the news cycle the past few weeks as AI computing has garnered Wall St.’s full attention.Within two months, OpenAI’s ChatGPT app has registered 100 million users – nearly one-third of the U.S. population.Microsoft has not hidden it plans to challenge Google search dominance and erode its existing market share.

Analysis on GARP with strong economic moats, Moat Investing

Moat Investing

Analysis on GARP with strong economic moats

We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by doing deep dive on valuations, key business drivers, risk/reward, and different future scenarios.

GARP with strong economic moats

<ul>
<li>Meta announced its Q4 earnings, exceeding expectations on the top line by 1.5%, but falling short on the bottom line by 20.8%.</li>
<li>The key highlights from the announcement included an increase in share buybacks, reductions in capital expenditures, and a lowered outlook for operating expenses.</li>
<li>Since the release of new earnings by Meta (NASDAQ:META), we have been following up on our last report, which got a very positive response.</li>
</ul>


Meta announced its Q4 earnings, exceeding expectations on the top line by 1.5%, but falling short on the bottom line by 20.8%.
The key highlights from the announcement included an increase in share buybacks, reductions in capital expenditures, and a lowered outlook for operating expenses.
Since the release of new earnings by Meta (NASDAQ:META), we have been following up on our last report, which got a very positive response.


Meta Platforms: Q4 Earnings Update, Our Approach Now

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>Despite the tough macroeconomic backdrop, digital advertising spend will continue to rise in 2023, largely driven by programmatic spend.</li><li>Connected TV (CTV) continues to surge and is expected to be the fastest-growing channel in 2023, growing at nearly 15% Y/Y, according to the Interactive Advertising Bureau (IAB).</li><li>Social media advertising spend will decrease in 2023, according to eMarketer’s ad spending forecast, with a reduction of $16.21 billion due largely to a rising focus on privacy and transparency.</li></ul>

Despite the tough macroeconomic backdrop, digital advertising spend will continue to rise in 2023, largely driven by programmatic spend.Connected TV (CTV) continues to surge and is expected to be the fastest-growing channel in 2023, growing at nearly 15% Y/Y, according to the Interactive Advertising Bureau (IAB).Social media advertising spend will decrease in 2023, according to eMarketer’s ad spending forecast, with a reduction of $16.21 billion due largely to a rising focus on privacy and transparency.

<ul>
<li>META’s sustainable earnings come up with at least 30% to 35% upside potential.</li>
<li>There is a huge margin of safety at the current price, and multiple should expand from now forward.</li>
<li>Meta Platforms, Inc. (NASDAQ:<a href="https://www.smartkarma.com/search?q=META" target="_blank" rel="noopener">META</a>) is one of the most beaten-up stories among the FAANG, the storytelling around the Metaverse has failed to be understood by the market, and a great deal of pessimism and future catastrophic scenarios have been priced into the stock.
</li>
</ul>


META’s sustainable earnings come up with at least 30% to 35% upside potential.
There is a huge margin of safety at the current price, and multiple should expand from now forward.
Meta Platforms, Inc. (NASDAQ:META) is one of the most beaten-up stories among the FAANG, the storytelling around the Metaverse has failed to be understood by the market, and a great deal of pessimism and future catastrophic scenarios have been priced into the stock.



Meta Platforms: A Value Opportunity In The Tech Environment

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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Meta Platforms (Facebook) (META US)

Sporting Crypto - 20th Feb 2023: The Metaverse Might not Suck

This weekend at the NBA All-Star weekend, we saw the NBA commissioner Adam Silver unveil an in-game streaming experience which had the internet in...

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Microsoft news of rolling out ChapGPT into its Bing search browser and eventually into its Microsoft Office product suite has dominated the news...

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Meta announced its Q4 earnings, exceeding expectations on the top line by 1.5%, but falling short on the bottom line by 20.8%.

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WTR Tech Talks: Adtech 101

Despite the tough macroeconomic backdrop, digital advertising spend will continue to rise in 2023, largely driven by programmatic spend.

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Meta Platforms: A Value Opportunity In The Tech Environment

META’s sustainable earnings come up with at least 30% to 35% upside potential. There is a huge margin of safety at the current price, and multiple...

Moat Investing

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