How much longer will this bear market go on for?

adindas

Type_45 said:

No wonder Jim Cramer was crying on TV recently having advised people to invest in these stocks. 

For those who understand valuation of a stock, show the reason quoting the valuation matrix which is indicating that Alphabets, parent companies of GOOGL, GOOG is not a good buy at this current level. Especially who self proclaiming himself to be ahead of the curve with everyone else in this MSE, to show that you get a reasonably good understanding of stock valuation.  Not to be based on a freaking Prophecy quoting unknown people from twitter, Instagram please??

Does Alphabets have a meaningful competitor ? Is there any other companies out-there  has the same moat with Alphabet. Keep in mind the Alphabets business is not just search Engine, Email, YouTube, GooglePlay but also AI, Cloud Business, Cloud computing, among other business in IT infrastructure and hardware.

Yes the revenue is declining but this is due to fear of long term recession where many companies will cut their advertising spending. Also do not forget the currency headwinds from their revenue worldwide against the US$. But advertising spending cut, currency headwinds are not just effecting GOOG, GOOGL all of the tech companies relying on advertising have been hit hard by this sentiment ? Also, operating Cash flow is declining but this is due to expansion in the cloud infrastructure which is a good things. But unless you are a day trader you do not fully rely on the sentiment.

Just remember what happen soon after the March 2020 COVID-19  Market Crash. This graphics below just to refresh the memory. But those who want to buy Alphabet DYOR, you take your own gain you suffer your own loss. To me I keep doing "enhanced" DCA with Google and will sell it back once they are closed to ATH. For a very long term holding I already have various funds with sizeable percentage if Alphabet holdings.

Do simple search and find out what other proven investors, billionaire investors are doing with google stock.

Swipe

Now we have the chance, please let's just let this thread sink to where it belongs

NoviceInvestor1

Type_45 said:

Gary1984 said:

Tech is not the whole market. And Facebook are facing challenges specific to them. Mainly they've invested tens of billions into the Metaverse which looks to be an ever shitter idea than it originally sounded.

Why show the Meta share price anyway as opposed to say, Shell?

Shell is up +2.3% in the past 5 years... There, I've mentioned them.



Anyway, I was mentioning Meta as they are a Big Tech company.  And Big Tech was the focus of my point.  Shell is not a Big Tech company.


Microsoft is down -36.3% YTD.

Alphabet/Google is down -42.3% YTD.

Apple is down -21.8% YTD.

Amazon is down -46.4% YTD.



These aren't challenges "only Facebook is facing".  Far from it.

This may be a problem for anyone who is invested solely in these stocks. 

Anyone with a diverse broad global equity portfolio is down 20% odd in USD, or more applicable to posters on this site around 8% or less in GBP.