Meta Needs A Decade Of Efficiency Disclosure: I own January 2025 Call Options and Shares of Meta Platforms This is Part-1 of my four-part series on Big Tech. Part-two, three, and four will be on Alphabet, Amazon, and Microsoft respectively.
Meta 4Q'22 Earnings Update Disclosure: I own shares, and Jan 2025 call options of Meta What a difference three months makes! Meta stock almost doubled from late October to today!
Speedwell and MBI discuss Meta Platforms Last week, Speedwell Research, an independent investment research service, published their Deep Dive on Meta Platforms. They were kind enough to send me a copy of their work.
Meta 3Q'22 Earnings Update Disclosure: I own shares of Meta"...I think that those who are patient and invest with us will end up being rewarded."Mark Zuckerberg From October 26, 2015 to today (after-hours), the stock is flat. The"reward"remains elusive.
Meta 2Q'22 Earnings Update Disclosure: I own shares of Meta “…we seem to have entered an economic downturn that will have a broad impact on the digital advertising business.
What’s embedded in Meta’s stock price? Disclosure: I am long META/FB shares Subscribe to receive future posts in your inbox Let me cut to the chase here. This isn’t one of my typical deep dives.