Meta 3Q22 Digest & revisiting my original investment case
Credibility of management, mission progress and margin of safety in the valuation
Here is my original investment case on META 0.00%↑ :
While bulls (to the extent they still exist) typically praise the company’s unambitious valuation, bears point to weak earnings quality. What both have in common is that they try to build a case around their legacy business and they are stuck in presentism, which I define as being too much consumed with what som…
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