Facebook and Xiaomi: Misunderstood, Well-Positioned Companies

Stanley Lim of Value Invest Asia presented his theses on Facebook (US: FB) and Xiaomi Corporation (Hong Kong: 1810) at Best Ideas 2019.

Thesis summaries:

Facebook is the largest social networking company in the world. It owns four of the six social platforms in the world with more than one billion monthly active users. The company is well-placed in the growing digital advertising industry. Facebook has faced a series of negative press regarding security and privacy issues. These issues seem overblown and Facebook continues to have a strong moat that is growing due to control of users’ digital real estate.

Xiaomi Corporation is a smartphone manufacturer, Internet-of-Things device distributor, and a software company. It is one of the top smartphone brands in markets like China, India, Europe, and Indonesia. Xiaomi is one of the fastest-growing global technology companies, with the IoT segment more than doubling year on year. Xiaomi is a misunderstood company, with investors focusing too much on the low-margin smartphone business. Stanley believes that Xiaomi could be the next major electronics brand, rivaling Samsung and Sony.

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About the instructor:

Stanley Lim has spent the last decade in the investment industry. Over the course of his career, he has kick-started a few businesses, worked in the family office and most recently in the investment advisory industry. He has been a writer and analyst for The Motley Fool Singapore from 2013 to 2017. During his time at the Motley Fool, he was one of the pioneer staffs in building up the business and has successfully launched three products with the company. Personally, Stanley believes that financial literacy is a key component of the solution to ending global poverty. Stanley is currently the chief editor of Value Invest Asia.