Like it or not! There are not many places advertisers can go! And if you don't believe in digital advertising or if you don't believe our lives are affected by the digital world then you can go buy Mall/retailers stocks. but for the people who believe that more of our decisions and influence will involve in the digital space, then META is the only place to be!
Recessions wont last forever, and sooner rather then later, people will still buying again. Where are the advertisers going to go? lets see
1) APPLE - but they have already been identified as having a monopoly, and the war with Elon Musk could give regulators the catalyst to look into their advertisement business! Its unlike Apple will push further into this category, they need to protect their iOS phone business and wait to grow their area when they get the Apple glasses ready.
2) TikTok - no doubt, it is capturing eyeballs and market share. But is it capturing advertisers? Probably not, I think American companies have learnt from Russia and they will not want to make investment in a platform that may become banned if the US escalate things with China. Capturing eyeballs, but not capturing advertisement business.
3) SNAP - Probably a trojan horse, it is ahead in the AR business, but if they can get their act together around hardware and bring out a worthy SNAP glasses we could see some pivots from advertisers and brands! But its more of a co-existence with META rather then direct competition
4) Google - As big as their search engine business is, their other business is completely hopeless! They are nowhere on messaging, I would say their messaging app strategy is a mess, its not co-ordinated with google maps, google search or Youtube! How hard is it for retailers to message you if you clicked on one of their ads or watched an video ad or searched for direction on google maps! They know everything about you, but they fail to execute, maybe because like Apple, they are worried about regulators and want to protect their search business at all cost.
5) Pinterest - Probably a nice grower, but you have to put alot of time and investment into this to take advantage. Its less of an impulse buy but protected from Apple's privacy protection.
Unless there is a re-platforming (ie death of the mobile platform), the most common social media/messaging/commerce platform on everybody's phone is owned by META, and this category is still growing, it has only been around for less then 10 years, and probably has another 10-15 years of growth left. When the bull-market starts raging again, the advertisers will come out in force to push their products into META and SNAP!
META probably has another 5-10 years of growth left, easily to double or triple your money...
Recessions wont last forever, and sooner rather then later, people will still buying again. Where are the advertisers going to go? lets see
1) APPLE - but they have already been identified as having a monopoly, and the war with Elon Musk could give regulators the catalyst to look into their advertisement business! Its unlike Apple will push further into this category, they need to protect their iOS phone business and wait to grow their area when they get the Apple glasses ready.
2) TikTok - no doubt, it is capturing eyeballs and market share. But is it capturing advertisers? Probably not, I think American companies have learnt from Russia and they will not want to make investment in a platform that may become banned if the US escalate things with China. Capturing eyeballs, but not capturing advertisement business.
3) SNAP - Probably a trojan horse, it is ahead in the AR business, but if they can get their act together around hardware and bring out a worthy SNAP glasses we could see some pivots from advertisers and brands! But its more of a co-existence with META rather then direct competition
4) Google - As big as their search engine business is, their other business is completely hopeless! They are nowhere on messaging, I would say their messaging app strategy is a mess, its not co-ordinated with google maps, google search or Youtube! How hard is it for retailers to message you if you clicked on one of their ads or watched an video ad or searched for direction on google maps! They know everything about you, but they fail to execute, maybe because like Apple, they are worried about regulators and want to protect their search business at all cost.
5) Pinterest - Probably a nice grower, but you have to put alot of time and investment into this to take advantage. Its less of an impulse buy but protected from Apple's privacy protection.
Unless there is a re-platforming (ie death of the mobile platform), the most common social media/messaging/commerce platform on everybody's phone is owned by META, and this category is still growing, it has only been around for less then 10 years, and probably has another 10-15 years of growth left. When the bull-market starts raging again, the advertisers will come out in force to push their products into META and SNAP!
META probably has another 5-10 years of growth left, easily to double or triple your money...