bare nogle tanker i 2023
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DjengisCash Ja, Zuck burde måske splitte virksomheden op i to? Der er også andre sorte skyer såsom Vestager og TikTok.
Meta and Alphabet lose dominance over US digital ads market
https://www.ft.com/content/4ff64604-a421-422c-9239-0ca8e5133042Men trods de sorte skyer og det store R&D forbrug på metaverset, så synes jeg stadig, at den er attraktivt prissat. Jeg skal bare ikke selv eje den, så længe Zuck har total kontrol med 54% af stemmerne.
Mark Zuckerberg's metaverse is a joke not shared by investors
https://www.theguardian.com/business/nils-pratley-on-finance/2022/nov/02/mark-zuckerberg-metaverse-is-a-joke-not-shared-equally-with-investors
Meta's share price is down 73% in 2022 but Facebook investors can't force the boss to change courseI've yet to hear from Meta about how they plan to make money on the metaverse, says NYU's Damodaran
https://www.cnbc.com/video/2022/11/11/ive-yet-to-hear-from-meta-about-how-they-plan-to-make-money-on-the-metaverse-says-nyus-damodaran.html -
Det er interessant, at de har produceret 34k flere enheder, end de har solgt, til trods for fabriks-nedlukning i Shanghai og rabat på $7500 i USA. Det ville jeg gerne høre mere om på deres earnings call 25. januar, hvis jeg ejede aktien.
I øvrigt er tidslinjen nedenfor interessant. Jeg forstår ikke helt, hvordan det kan være lovligt. Bemærk også, at de aldrig har sendt en 8K ud.
05dec2022
Tesla China denies media reports of output cut at Shanghai plant
https://www.reuters.com/business/autos-transportation/tesla-china-denies-media-reports-output-cut-shanghai-plant-2022-12-05/15dec2022 (12dec2022)
Elon Musk sells new $3.6bn tranche of Tesla shares
https://www.theguardian.com/technology/2022/dec/15/elon-musk-sells-new-tranche-of-tesla-shares-twitter24dec2022
Tesla suspends production at Shanghai plant
https://www.reuters.com/business/autos-transportation/tesla-suspends-production-shanghai-plant-internal-notice-2022-12-24/27dec2022
Exclusive: Tesla to run reduced output in Shanghai in January, plan shows
https://www.reuters.com/business/autos-transportation/tesla-run-reduced-output-shanghai-january-plan-shows-2022-12-27/ -
Nvidia (NVDA) rolled into CES 2023 with a slew of major announcements on Tuesday including news that it is teaming up with Foxconn, which will begin manufacturing electric vehicles based on Nvidia's Drive Hyperion platform. The company also announced new graphics chips for laptops and improvements to its GeForce Now game streaming platform.
Nvidia working with Foxconn on electric cars, debuts new graphics cards at CES
Nvidia announced it's teaming up with Foxconn on electric cards and debuted a slew of laptop graphics cards at CES.
Yahoo Finance (finance.yahoo.com)
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Meta's Ad Practices Ruled Illegal Under E.U. Law
https://www.nytimes.com/2023/01/04/business/meta-facebook-eu-gdpr.htmlIrish privacy regulator fines Meta more than $400 mln
https://www.reuters.com/technology/irish-privacy-regulator-fines-meta-more-than-400-mln-2023-01-04/Broken business model?
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Amazon to Slash More Than 18,000 Jobs in Escalation of Cuts https://www.bloomberg.com/news/articles/2023-01-05/amazon-to-slash-more-than-18-000-jobs-in-escalation-of-cutbacks
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De der nye giganter som feks Facebook og Google de gør et meget lidt sympatisk indtryk. De er blevet for store, for magtfulde, for åbenlyst ligeglade med alle andre end dem selv.
I usa har man flere steder et princip, three strikes and you are out, udtænkt mhp at bekæmpe små vaneforbrydere, og hvor man ryger i spjældet uanset hvor ubetydelig den tredje kriminelle handling er. Fornylig læste jeg om en hjemløs der blev smidt i fængsel fordi han stjal et stykke pizza. Ikke en hel pizza, kun et stykke.
Den lille sultne mand sættes i fængsel. Men i de store firmaer, her behøver man ikke være nervøs. Her kan de store dyre drenge bevidst og kynisk igen og igen blot betragte bøder som en variabel eller fast omkostning. Det er noget svineri, og det gør ikke noget godt for retsbevidstheden. Man undrer sig over at politikere aldrig bliver trætte af at blive taget ved næsen af den samme lille skare selvfede kynikere.
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Bankens Apple udgjorde 41,8% af portefoeljen 30. september, men portefoeljen udgoer mindre end halvdelen af deres aktiver fratrukket goodwill.
Jeg ville blive meget overrasket, hvis de har reduceret deres Apple-position i Q4 eller goer det her i Q1. Jeg vil ogsaa blive overrasket, hvis de har suppleret.
Her lagkagediagrammer for BH-portefoeljen over tid:
https://www.midgardfinance.com/misc/berkshire_portfolio.html
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Fantastisk tråd, og suveræne grafer, som du altid bidrager med. Gang på gang.
Min all-time favorit aktie er, og bliver Coca Cola. Jeg har ingen intentioner om, at sælge men ligesom dig, er jeg enig med, at den er en smule for højt prissat pt. -
Why Amazon, Alphabet, and Microsoft Could Rebound More Than Other Tech Stocks in 2023
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IPhone Exports from India Double to Surpass $2.5 Billion https://www.bloomberg.com/news/articles/2023-01-09/iphone-exports-from-india-double-to-surpass-2-5-billion
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Ny milliardbøde til Facebook kan slå hul på økonomien i internettet, som vi kender det
https://www.dr.dk/nyheder/indland/ny-milliardboede-til-facebook-kan-slaa-hul-paa-oekonomien-i-internettet-som-vi -
Microsoft Considers $10 Billion Investment in ChatGPT Creator https://www.bloomberg.com/news/articles/2023-01-10/microsoft-weighs-10-billion-chatgpt-investment-semafor-says
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DOJ files second antitrust lawsuit against Google
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