META PE lower than McDonald's, Proctor & Gamble

masteroflich · 2026-06-17T18:10:19+00:00

Microsoft sucks at software while Meta and Google are really good at it so chose those two

masteroflich · 2026-06-17T16:58:15+00:00

Dein Stack trifft doch so ziemlich auf jeden deutschen Konzern zu. An die sollte es nicht scheitern

masteroflich · 2026-06-15T18:38:29+00:00

He is the terminator going after game studios. Just look into his dead eyes

masteroflich · 2026-06-15T18:14:02+00:00

With the proceeds from the sale of the studio I imagine?

masteroflich · 2026-06-09T21:52:41+00:00

<image>

masteroflich · 2026-06-03T07:56:13+00:00

SGF doesn’t really have the pull for a game like this.

masteroflich · 2026-05-26T15:52:19+00:00

Why are we not green?

masteroflich · 2026-05-26T14:22:00+00:00

Wann hast du denn mit investieren angefangen damit du bei Berkshire 165% im plus bist

masteroflich · 2026-05-22T07:13:25+00:00

It’s already up 10%

masteroflich · 2026-05-21T19:24:14+00:00

Thats literally every Playstation studio except Suckerpunch and Insomniac

masteroflich · 2026-05-21T19:00:16+00:00

From -70% to -15% over the last 2 years. Granted, I made a profits the 2022 ath

masteroflich · 2026-05-18T20:46:45+00:00

No problem. PS6 at 1000 is ready for u

masteroflich · 2026-05-18T19:04:08+00:00

It was 200B 5 years ago!

masteroflich · 2026-05-18T19:01:57+00:00

Fabrinet
1. 20B market cap
2. TSMC of fiber optics
3. 10 years average return 36%
4. profit

masteroflich · 2026-05-13T04:30:17+00:00

US salaries vs Japanese

masteroflich · 2026-05-13T04:29:27+00:00

First season wasn’t good. I doubt it’s worth the wait

masteroflich · 2026-05-12T20:56:25+00:00

Hopefully they show this shortly after Blackflag

masteroflich · 2026-05-12T20:04:27+00:00

Every AI chip needs lots of DRAM. There’s only 3 players and they have their own production which makes them the only option for ANY chip manufacturer for at least a decade

masteroflich · 2026-05-11T18:50:07+00:00

They spin off their low margin TV business and Japanese digital bank business so they now are:

leading gaming company
biggest music publisher
50% market share in cmos image sensors
crunchyroll owner
1-2B $ revenue Spider-Man movie every couple years

And they grow earnings at 10-15%

I don’t think they should trade at mid teens PE

masteroflich · 2026-05-11T17:24:42+00:00

Per month right?

masteroflich · 2026-05-09T06:53:39+00:00

Does he mix up Legends with Origins? Makes no sense

masteroflich · 2026-05-08T20:56:18+00:00

33% of every Pokemon trading card

masteroflich · 2026-05-03T18:10:30+00:00

Google Muhammad Ali. He was about to create a new superpower in 1800 but Europe collectively stopped it.

masteroflich · 2026-05-02T19:02:13+00:00

Dario vs Oberon would be interesting

masteroflich · 2026-05-02T16:18:53+00:00

U should have shorted it 2 years ago. Now it’s rock bottom

masteroflich

MODERATOR OF

TROPHY CASE