progit

This is only true for profitable enterprises. The rest is same as ponzi scheme.

My immediate reaction was (1) virus fears were overblown and (2) inflation. I was clearly wrong about the virus but the latter may come to haunt central banks. People should be investing in real assets such as commercial real estate at distressed levels and in particular privately held luxury hotel properties.

Fair enough but I only added that as an edit after my post was downvoted within seconds. In addition, Zoom was a niche company prior to the pandemic. I’d compare it to something like Nuance.

Understood and I read about why it’s a superior product. However, we all know superior products do not always win. I don’t think the meteoric rise in Zoom can be entirely attributed to its product. For example, why did schools adopt Zoom instead of Google Meet when Google was already deeply integrated to remote learning? That’s a big puzzle for me. There was something else going on be it stealth marketing or something else.

Intel can bounce back from this. They need to clean house first.

SOTP suggests FB investors at around $180-$200 could make out nicely even if they split Instagram and Whatsapp. I don’t think there’s a lot of synergy among those three core businesses. In fact, Instagram would be worth a lot more independently (just as Youtube would be worth more operating alone). This is to say not a lot of downside as people may expect from Political scrutiny forthcoming. My two cents.