META once thought would be the largest company one day is worth only $250B. How low would it decline to??
Unbelievable demise. Iâm upset 
Well, at least I invested most of my money into Tsla and AaplâŠ
If the rent of an apartment buildings reduces by 20%, the income of the owner is reduced. Naturally, the building value is getting reduced.
Same way, if the revenue/income of a company is reduced, share holders return is reduced. Naturally, stock price is reduced at market.
This is the Fundamental Financial Strength of a company which is validated every quarter by market and adjust based on future returns.
In short, Value of a company = Sum of All future returns for next 20 years. Based on such formula, the big players funds, banks allocate assets.
Investor must do fundamental research and keep up to date as long as they hold the company.
Nobody has a crystal ball. Zuckerberg is not a dumb person. He should figure it out in time. Iâm giving him benefit of the doubt.
Nobody has a crystal ball => There are ways to calculate and big funds pay hefty fees for financial consultants ($250k to millions) to derive all such details. Based on such, they adjust their portfolio. One of my known person working in Fishers investment being paid appx 200k/year. He makes minimum 12 such studies in a year, bonus is based on his study outcome and the profits company make itâŠetc
Zuckerberg is not a dumb person => True, he and Sheryl are intelligent ! He sold whatever he needs for his life, rest he just needs to maintain. The COO (Sheryl) knew everything ahead and simply vanished when it is going down. They move on to next thing in their lifeâŠ! Next 3-5 years, it is with market. Companies will go down to bottom (over correct) and market picks up and come and stay at some level.
Rarely companies like AAPL revived by someone else.
These consultants are not good with gauging disruptive companies such as those in tech. How was I supposed to make millions out of Tsla if I had listened to these âexpertsâ.
Fischer investment actually wanted me to give them my entire portfolio so they can invest for me. They only wanted 1% commission. No thank you! 
I did much better myself without paying them a dime.
You made it sound like Zuck only sold stocks to enrich himself. That maybe true but heâs also a smart guy who should be able to turn the company around.
I think you are too pessimistic and not willing to make long term big wagers. These 2 things work detrimentally against you if you ever wanted to be a successful equity investor.
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Many times I said I will not yield with this kind of statements. Try your level best !
Since Covid bottom on Mar 23, 2020.
AAPL NVDA TSLA outperform GSPC.
META NFLX AMZN trading below Mar 23, 2020 low.
Where is Tsla? 
4x higher, remove for clarity. Canât tell the details if included.
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#Tag Ross Gerber FAANG is dead. TAMN is it.
Still FANGMANT 
I am looking for non-FANGMANT for the next 20 years. Ross has no creativity.
IIRC, he sold out of AAPL last year, and buy into his well research growth stocks. Track record is since IPO, GK underperforms S&P and AAPL a lot.
Ytd, GK and TAMN underperform S&PâŠ
Jim Cramer 50% agrees. Both agree on MSFT and GOOG.
Rolling 5 years⊠Leading TSLA NVDA AAPL MSFT above S&P⊠explosive growth of post-dot com era companies are fizzling fast.
Rolling 2 years⊠Leading NVDA MSFT AAPL above S&P⊠look like pre-dot com companies can manage difficult economic environment better⊠Track Record is what I always believe in.
Market Cap
AAPL $2.07T
MSFT $1.79T
GOOGL $1.15T
AMZN $857B
TSLA $389B
NVDA $364B
META $320B
NFLX $131B
In 2022, S&P 
outperforms all of the 8 mega cap techs
Moving 5 years performance
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Youâre starting to make an argument to mean revision theory. The big question is what time period does one use to apply it?
.
5 years as per Cathie Woods.
She still exists, amazing. I wish I could lose 11B in a year, be net negative over 5 years and soon over lifetime of fund, and still have a job, or be relevant.
GOOG 
MSFT
