Modern Value Investing

Meta Platforms

Expanding Online Real Estate with a Growing Moat

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Value Investigator
Aug 21, 2022
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Summary

  • Meta’s family of apps is a great business with a growing moat and a long growth runway.

  • Meta should return to significant revenue growth next year, overcoming temporary macro-, IDFA-, and short video challenges.

  • Long term investors to benefit from multiple expansion: In 10 years, metaverse overhang will be gone either due to success, or Zuckerberg …

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