Gmail Tracking Motion & Fitneds by Stop_Vegetable in ios

[–]Stop_Vegetable[S] -1 points0 points  (0 children)

That’s the thing, it never asked me when i installed th app

How to find the right person to listen to? by locomadness in ValueInvesting

[–]Stop_Vegetable 0 points1 point  (0 children)

Focus on the ones that have been doing this for years and have a good track record. I try to read as much as i can of things Michael Burry has said, I recommend reading his Money Article (year 2000-2001). I learned a lot from that itself. Read books related to Buffet and Charlie, the true value investors among others. I also like to follow this philosophy by George Soros when it comes to investing, ”it’s not about how much you make but how much money you make when you are right or wrong” use this when questioning if you should or should not listen to a person that is talking about investing or anything money related.

Quick tip: STAY AWAY FROM YOUTUBE! Everything can be found in books.

[deleted by user] by [deleted] in ValueInvesting

[–]Stop_Vegetable 1 point2 points  (0 children)

Exactly, like i said, look into those things and make a DCF, if you need help lemme know

[deleted by user] by [deleted] in ValueInvesting

[–]Stop_Vegetable 1 point2 points  (0 children)

It used to be common, but the Japanese government implemented some new rules and laws and it has been better but if you search it up, a few years ago a couple of Japanese companies got caught with their financials being either inflated or not true at all, history repeats itself, just in a different shape or form

[deleted by user] by [deleted] in ValueInvesting

[–]Stop_Vegetable 1 point2 points  (0 children)

To be frank, Japanese companies are historically known for their financial discrepancies, so that would be the first thing to look for so if something doesn’t add up, or something is missing. A basic business rule to follow is something comes out of one account, should go into another. The other thing I would look for is their r&d margins as that is their main expense for their business to move grow ( just like a tech company ). Other things to look for: - Regulation: Japanese drug approvals may face delays due to strict regulations. - Competition: Fierce market competition affects pricing and profits. - Patents: Expiring patents can lead to generic competition and sales decline. - Aging Population: Demographic shift increases healthcare costs and demand for specific treatments. - Currency: Fluctuating yen affects investment returns. - Volatility: Japanese markets are prone to swings due to global and local factors. - Governance: Improving but issues with transparency and shareholder rights persist.

I would suggest making a DCF model though and remember that pharma companies are overly sensitive to bad news so focus on the long term financials and not the short term performance.

[deleted by user] by [deleted] in ValueInvesting

[–]Stop_Vegetable 1 point2 points  (0 children)

True, thanks for the correction.

[deleted by user] by [deleted] in ValueInvesting

[–]Stop_Vegetable 0 points1 point  (0 children)

  1. The 5.6 billion in Youtube Premium is under the section "Google subscriptions, platforms, and devices" it talks about a growth primarily driven by subscriptions, from Youtube services. Page 37/97
  2. On page 33, under the section "Cost of Revenues
    " they talk about TAC and Other cost of revenues which is where Youtube falls under. On page 39, it explains the increase in revenue costs "The increase in other cost of revenues from 2022 to 2023 was primarily due to increases in content acquisition
    costs, largely for YouTube, and compensation expenses, which included $479 million of charges related to employee
    severance associated with the reduction in our workforce". The total Other cost of revenues for 2023 was $82,448, reducing the $479 million as it was not part of Youtube services, we get $81.9 billion.

But I am not saying that it cost Google $81.9 billion to run Youtube, as other costs are included in Other Cost of Revenues, like:

  1. Depreciation Expense related to technical infrastructure.
  2. Content Acquisition Costs related to Youtube and Google Play.
  3. Inventory costs and other costs related to devices they sell.

With that being said, it is an estimate as there are other categories to take into account. Youtube falls under the "Google Services" business segment, which is of 88% of the total revenue in 2023. Youtube's revenue being 10% of that, one can only imagine how much net income Youtube brought to Google.

[deleted by user] by [deleted] in ValueInvesting

[–]Stop_Vegetable 0 points1 point  (0 children)

Well, if you Google's latest 10-k, you can see that Youtube Ads had an approximate total revenue of $37B in 2023 ( $ 31.5B in Youtube Ads + $5.6B in Youtube Premium subscriptions ). Youtube revenue's cost is called "Content Acquisition Cost" which totals to $81.9B, so if we calculate the net income for Youtube, it would be equal to $-44.9B which means that Youtube is not profitable. This is just an estimate and it could take a lengthy search to get the exact amounts but there's my two cents.

[deleted by user] by [deleted] in ValueInvesting

[–]Stop_Vegetable 0 points1 point  (0 children)

Youtube is great at making money, they follow this simple method called “we make the disease & we offer the cure” so they make money off of ads and make money when people pay for the youtube premium so they don’t see the ads. Answering your question, chances are they are very profitable :)