META Valuation: The $335–$643 Range (One Repeatable Rule)
Автор: Liam Hyland
Загружено: 2026-01-25
Просмотров: 174
Описание:
Meta looks like a cash machine… but investors keep making the same mistake: paying “system multiples” for a business that can still be rerouted.
In this video I value META using my Two Economies Framework:
✅ Structure Scorecard → Structure-implied EV/FCF multiple → price range
…and I finish with a 3-Gate decision rule + a simple dashboard that tells you when the thesis is breaking.
Chapters:
00:00 Meta priced like a SYSTEM
01:03 Two Economies in 60 seconds (Surface vs System)
01:34 What Meta actually is (FoA vs Reality Labs)
02:05 Meta’s Systemness Score: 18/28
03:22 Structure score to EV/FCF multiple range
04:14 Implied META price range
04:57 What the market is really paying for
05:44 The 4 ways the “rails” can break
07:21 The 3-Gate buy/wait/pass rule
08:02 The dashboard I track
08:37 Verdict
👍 If you want more framework valuations (no vibes, no hot takes), subscribe — I’m building a library of these so you can reuse the process across stocks.
Disclaimer: This video is for educational purposes only and is not financial advice. Do your own research.
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