Valuentum Exclusive Analysis for the Discerning Investor

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Jan 7, 2022

The Metaverse: Qualcomm Expands Partnership with Microsoft
Image Source: Qualcomm Inc – November 2021 Investor Day Presentation. A lot of attention has been directed towards the idea of a metaverse, which in short is an expansive digital universe where users can interact with one another via digital avatars of themselves (or whatever avatar the user prefers). This universe could, in theory, combine the functionality of computers and smartphones with almost every digital platform and application in existence. Users could perform both productivity-related activities (collaborating on work projects, holding team meetings, working with clients) and leisure-related activities (playing games with friends and family, meeting up with distant relatives, watching concerts, other live events, TV shows, and movies) in a seamless fashion. The user would not need to jump from digital platform to platform to access different applications. What the metaverse actually ends up looking like, assuming this concept materializes into something more tangible, remains to be seen. However, what is abundantly clear today is that tech companies are investing heavily to make this vision a reality. Meta Platforms, Qualcomm and Microsoft remain key players.

Dec 7, 2021

Meta Platforms (Facebook), One of the Most Underpriced Stocks on the Market
Image Shown: Meta Platforms Inc – Third Quarter of 2021 IR Earnings Presentation. We are huge fans of Meta Platforms and include shares of FB as an idea in the Best Ideas Newsletter portfolio. Our fair value estimate for Meta Platforms sits at $507 per share, well above where its shares are trading at as of this writing.