Tuesday, November 29, 2022
HomeInvestmentIt Sucks To Zuck; Ford's Af-Ford-ability; Buffett's Printer Buffet?

It Sucks To Zuck; Ford’s Af-Ford-ability; Buffett’s Printer Buffet?

A Token Crypto Funding

How a lot does a digital greenback actually value?

The query is detrimental, paralyzin’ my ideas — parasites in my social media maintain me with a intestine feeling, y’all…

Oh, oh, I do know this one … nah, I’ve acquired nothing.

What I'd miss keep Greatness flowing meme

I don’t assume Kendrick Lamar was speaking about digital {dollars} as a lot as, you already know, the metaphorical ones. However I positive know he wasn’t speaking in regards to the latest digital shame to grace these digital pages.

Nice Ones, it’s with intense dismay (and far inside cringing) that I have to inform you: Meta’s (Nasdaq: FB) subsequent digital forex venture is one thing known as … sigh … the Zuck Buck.

Wow. That’s, umm. That positive is one thing.

The Zuck Buck is a proposed digital forex for use throughout the metaverse.

Very like players within the Roblox (NYSE: RBLX) ecosystem use Robux for in-app purchases, Zuck Bucks can be a non-blockchain-based crypto … the brand new digital greenback and the dawning of a brand new metaverse age. Supposedly.

Anybody bear in mind Fb’s — er, Meta’s earlier foray into the cryptocurrency waters?

Zuck and co. had been laughed off the digital face of the Earth over the Libra/Diem digital cryptocurrency debacle, least of all by the regulators who vetoed the ordeal. And that’s when the Fb crew did have a semi-hashed-out plan for the venture.

Now you wanna discuss Zuck Bucks? Man, it is a completely different digital can of forex worms. In keeping with firm memos and people notorious individuals near the plans:

Meta can also be wanting into the creation of “social tokens” or “fame tokens,” which could possibly be issued as rewards for significant contributions in Fb teams.

"Meaningful Contributions" Zuckerberg Metaverse GIF

Significant contributions? In Fb teams? Have … have y’all ever seemed in a Fb group? (Oh, duh, I forgot: “Significant” in Fb-speak means “marketable.” Stick with it.)

So these are principally redeemable tokens that Meta believes will strike up person engagement and in addition perhaps hopefully herald some money. A lot in the identical method that Chuck E. Cheese tokens maintain you coming again for affordable, plastic disco lights and gel sticky arms, I suppose?

It wouldn’t be the primary time the platform has hatched up some sort of token rewards program. Any of you OG Fb of us bear in mind Fb Credit? No? Excellent, since you is likely to be curious about Fb Credit 2.0.

If y’all thought seeing a stream of likes and different emoji-based reactions was a dopamine-booster, think about the hype (albeit synthetic) over Zuck Bucks! Why, Zuck Bucks had been actually made for you. Or due to you. Similar factor, actually.

I see somebody took that Black Mirror episode as inspiration as an alternative of a satirical warning.

So, Nice Ones, what’s this all about? Why are we even speaking about Zuck Bucks to start with?

If that is about utilizing Zuck Bucks to hedge in opposition to inflation, I swear…

No, no, don’t give anyone any vibrant concepts. However the quiet half that the Zuck himself is all however saying out loud?

Social Network Working On Zuck Bucks GIF

Meta must reverse its downward engagement and income traits. Stat. And it’s firing off each revenue-generating shot in the dead of night it may, like a wound-up stormtrooper on steroids that also simply … misses.

I nearly hate to marvel: What different moneymaking schemes does Meta have up its sleeves, digital or in any other case? Effectively, let’s see. Meta can also be reportedly wanting into:

•  Conventional monetary providers, offering small-business loans “at a beautiful fee.” As a result of y’all understand how a lot Fb loves small companies.

•  Extra NFT integration on Instagram, plus a program to put up and share NFTs on Fb. Since clearly that’s one thing y’all need … proper?

  Monetizing stated NFTs with “charges and/or adverts” sooner or later. As a result of bear in mind, this monetization is all in regards to the Benjamins — erm, Zuck Bucks.

  Facilitating cost processing throughout WhatsApp and Messenger. I’m stunned Meta hasn’t pounced on this already.

Oh, and don’t neglect about all that digital “metaverse actual property” stuff, both. Can’t neglect how a lot Meta desires to promote you your personal lil patch of nonexistent digital land, or at the very least the dream of it.

I don’t care how actual the metaverse actual property market is likely to be in Zuck’s creativeness, as a result of I … simply … no.

So not solely does Meta need to start the digital, omnipresent metaverse itself, however Meta thinks it may truly be the digital forex seller and the cost processor for the metaverse? And in return, that’ll save the corporate’s waning engagement, income and model optics?

It’s a daring technique — let’s see the way it performs out for ‘em. In any case, he who controls the Zuck Bucks controls the metaverse.

Sorry, Zuck Bucks. I hardly knew ye. So what truly has the Wall Road speaking heads, you already know, speaking this week?

It’s this “bio-chip” that Elon Musk calls “superb.” A former Apple CEO says “[it will] have a far greater affect on humanity than the web.” One Harvard Ph.D. says it might “surpass the house, atomic and digital revolutions in its significance.”

And right here’s essentially the most thrilling half:

One small firm has a patent on this new “bio-chip” — and you may take up an early place in its inventory should you act proper now.

Click on right here for the total story!

Thursday Throwdowns

Ford’s Inflation Devaluation

rising interest rates & inflation Ford’s profit margins untenable

Ford’s (NYSE: F) enterprise has fallen out of focus for Barclays Analyst Brian Johnson, who downgraded the automotive firm from purchase to carry while slashing his worth goal on F inventory from $23 to $17.

In keeping with Johnson, rising rates of interest and inflation have merely made Ford’s revenue margins untenable, as greater prices are going harm shoppers’ willingness to purchase new vehicles.

And whereas I don’t disagree … isn’t that the case for each automotive firm making an attempt to remain aggressive proper now? What makes Ford so particular?

Sure, Ford did simply put up first-quarter gross sales that got here in decrease than the year-ago interval … identical to many of the different huge automotive producers this quarter.

I say if Johnson desires to slash his score on Ford, he may as effectively slash his expectations for all automotive corporations throughout the board … ‘trigger nobody’s getting out of this inflation nation unscathed.

I’d say should you’re invested within the automotive market, put together to really feel some ache over the subsequent couple of quarters. However bear in mind, no matter rationale you had for investing in stated carmaker — Ford or in any other case — likelihood is that reasoning will maintain true as soon as we’ve pushed by way of this inflation roadblock.

After all, due to the Russia/Ukraine battle, corporations that also solely make gasoline guzzlers are gonna have a more durable time than their electrical automobile (EV) making counterparts. Which is why I’d be remiss to not point out this:

One startup’s new know-how is poised to disrupt the $2 trillion automotive business.

Its gentle, cheap, highly effective and quick-charging “Ceaselessly Battery” could possibly be the tipping level that lastly makes EVs inexpensive for on a regular basis Individuals.

What is that this secretive battery tech firm? Get the within particulars right here.

HP’s Hathaway Patronage

Warren Buffett’s Berkshire Hathaway has an 11.4% stake HP

Phrase on the Road is that Warren Buffett’s Berkshire Hathaway has an 11.4% stake (price $4.2 billion) in private pc and printer-maker HP (NYSE: HPQ) … which is actually the one cause HPQ climbed greater than 17% in the present day.

Within the monetary don’s protection, HP’s accomplished fairly effectively for itself post-pandemic. The corporate’s Private Techniques enterprise — which sells issues like notebooks, desktops and smaller workstation tools — posted $12.2 billion in web income again in February, up 15% 12 months over 12 months.

In the meantime, HP’s Printing section noticed extra modest progress, climbing 4% 12 months over 12 months on $4.8 billion in web income. I suppose at-home printing remains to be considerably blasé today … rating one level for the back-to-office overlords.

What? You thought you had been the one one to print a 45-page private doc in your firm’s dime?Pshh…

And talking of post-pandemic labor liberation, HP is clearly banking on some type of hybrid work turning into the brand new norm. The corporate just lately introduced that it will buy Plantronics — higher generally known as Poly (NYSE: POLY) — to construct out its video conferencing enterprise.

Whereas that’ll value HP some dough within the brief time period, Buffett’s backing ought to assist to alleviate any fears buyers may’ve had over the $3.3 billion buyout.

And Now For A Little Levi-ty

Levi Strauss Revenue rocketed 22%

There’ll be no catching denim distributor Levi Strauss (NYSE: LEVI) with its pants down — at the very least not if the clothes firm’s fiscal first-quarter monetary outcomes are something to point out for it!

Whereas I must be cattle-prodded right into a pair of blue denims this far into post-pandemic life, clearly somebody out there may be shopping for these skin-tight trousers … and plenty of someones, by the sound of it.

Income rocketed 22% greater 12 months over 12 months, reaching $1.59 billion versus the consensus estimate for $1.55 billion. Earnings additionally beat expectations, coming in at $0.46 per share versus analysts’ $0.42 per share postulation.

Higher nonetheless, Levi says that a lot of its gross sales got here from its personal brick-and-mortar shops and web site, slightly than third-party retailors like Goal (NYSE: TGT) and Macy’s (NYSE: M) — two shops Levi’s levied partnerships with.

Not solely does extra money go into Levi’s lint-ridden pocket this fashion, but it surely additionally offers the corporate extra perception into client procuring habits. And from what I can collect, these procuring habits say: “Pajamas are out — and denims are again, child!”

In reality, Levi’s Chief Monetary Officer Harmit Singh stated: “The denim class is rising within the low-double-digit [rate] relative to the place it was earlier than the pandemic [as] the world continues to develop into much more informal.”

Principally, whereas some white-collar employees are actually heading again into the workplace just a few days per week, the stiff fits that used to make up the company world are going out of trend … and I’ve gotta say, I’m right here for it.

Head In The Clouds

Boeing business cloud Wall Street GIF

Boeing’s (NYSE: BA) cloud confidence is aware of no bounds, Nice Ones. The airplane-maker simply introduced that it’s shifting a giant portion of its enterprise into the cloud, like a lot of its opponents.

Wait… I believed Boeing was already within the clouds?

No, not these clouds, foolish. I’m speaking in regards to the world community of distant servers that maintain the web buzzing alongside and all of your information backed up … someplace out within the ethereal ether. (Tech mumbo-jumbo, do you communicate it?)

Anyway, Boeing’s turning to every of the Large Three cloud opponents to replace its enterprise infrastructure and transfer additional away from information heart reliance. Are you able to guess who’s as much as bat?

No? Let me enable you to out. We’ve acquired:

  Google’s mother or father firm, Alphabet (Nasdaq: GOOGL), which is able to give Boeing entry to Google’s analytics instruments.

  Amazon (Nasdaq: AMZN), whose Amazon Internet Companies will assist to strengthen Boeing’s manufacturing processes.

  And Microsoft (Nasdaq: MSFT), whose AI functions will outfit Boeing’s “mission-critical functions with clever new options which are information pushed.”

Sounds neat! So, is Boeing up huge in the present day after asserting all these premier partnerships?

Effectively … no. That is Boeing we’re speaking about, in spite of everything. You simply can’t purchase a giant bounce for this firm, even when it’s effectively deserved. As such, BA inventory slid 1% on the day (similar because it ever was).

And that about wraps us up for in the present day! As all the time, when you have extra to share, hit us up at GreatStuffToday@BanyanHill.com. We’re nonetheless searching for one or two extra emails to spherical out this week’s assortment of questions, rants and longwinded rambles.

Within the meantime, right here’s the place you’ll find our different junk — erm, I imply the place you possibly can try some extra Greatness:

Till subsequent time, keep Nice!

The Great Stuff Team



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