Key points:
- A person who knows a lot about the internet (Cory Carpenter) looked at many companies that use the internet and make money from it.
- He found three smaller ones that he thinks can grow a lot more than others and make people who invest in them more money.
- The names of these small companies are Match Group, Zillow Group, and Twilio.
Read from source...
1. Match Group Inc. 53% upside potential is overstated and based on unrealistic assumptions. The analyst fails to acknowledge the increasing competition from Tinder, Bumble, and other emerging platforms that could erode Match's market share and user base. Additionally, the company faces regulatory challenges in Europe and Australia, which could impact its revenue growth and profitability.
2. Meta Platforms Inc. 50% upside potential is not justified by the underlying fundamentals of the company. The analyst ignores the growing concerns about data privacy and security, as well as the rising costs of operating in a highly competitive social media landscape. Furthermore, the company's reliance on advertising revenue makes it vulnerable to economic downturns and changing consumer preferences.
3. Uber Technologies Inc. 50% upside potential is based on wishful thinking and unproven assumptions. The analyst overlooks the significant legal, regulatory, and operational challenges that Uber faces in its core ride-sharing and food delivery businesses. Additionally, the company's expansion into new markets and verticals such as autonomous vehicles, electric bikes, and aerial taxis is fraught with uncertainty and risks.