@MarcusPadley $META is spending almost the same amount of R&D as $GOOG, despite having half of $GOOG revenue, so it's kind of understandable why $META investors are worried, but still the risk/reward play is favorable imo
@aleabitoreddit The issue with all these brokers like $hood is there is little to know differentiation or brand loyalty, users can easily jump ships if another broker provides better rates or new features, not to mention that there is a certain cyclicality based on trading activity
@wealthmatica the great thing about $nflx apart from the solid business model, is the fact that it's one of the few big tech that would not drop significantly during recession, it's like a tech staples in some way
@rickyho_1989 more like "cheap without foreseeable catalyst", it doesn't have to be only about growth, can be some regulatory obstacle or general market sentiment suppressing the multiple