Facebook Gives You Something Extra, Says Dinakar Singh

The transcript discusses the impact of market volatility on companies with advertising exposure, emphasizing the importance of investment conviction. It evaluates the valuation challenges of companies like Amazon and Zoom, highlighting the difficulty in determining their earnings multiples. The value of Google and Facebook is explored, noting the potential of assets like WhatsApp and Instagram. Google's future prospects and investments in areas like automated driving are discussed. The transcript concludes with an investment strategy focusing on companies with reasonable valuations and growth potential.

What is a key consideration for investors in a volatile market according to the first section?

• Following market trends

• Having conviction in investments

• Investing in high-risk stocks

• Avoiding all investments

Why is it challenging to value companies like Amazon and Zoom?

• Their earnings multiples are very high

• They have no advertising exposure

• They have low earnings

• They are not well-known

What additional value does Facebook offer that is not yet monetized?

• Instagram

• WhatsApp

• Oculus VR

• Facebook Marketplace

Which company is mentioned as having its 'fingers in all the important pies'?

• Facebook

• Google

• Microsoft

• Amazon

What is the final section's advice on investing in great companies?

• Invest regardless of price

• Focus only on advertising companies

• Ensure the investment price is reasonable

• Avoid investing in tech stocks