Obvious Opportunity or Hidden Risk? Meta Stock Explained

Описание: Meta is currently the cheapest among Big Tech, but is growing the fastest... is this an opportunity or because of a risk investors overlook? In this video we break down the Meta business, talk about ad tech and the digital market in detail, as well as provide historical context for various strategic decisions. We then touch on their massive AI investment, valuation, and key risks investors need to be aware of.

I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics.

Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business!

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Chapters

0:00 — Cheapest of Big Tech
6:04 — Business Overview
7:49 — Ad Market Breakdown
22:03 — Reality Labs
30:06 — AI
34:58 — Capex
38:06 — Cash Flow Impact
44:20 — Valuation
47:26 — Risks

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Drew Cohen runs an investment research firm that caters to professional investor and hedge funds. You can find out more about it at www.SpeedwellResearch.com

Drew also has a podcast with Speedwell Research called The Synopsis. The Synopsis is aimed toward professional investors and covers in-depth specific publicly traded companies.

Follow the Podcast on Spotify here: https://open.spotify.com/show/3lGqHRK...

Follow the Podcast on Apple here: https://podcasts.apple.com/us/podcast...


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Nothing here is financial advice. See channel disclaimers.

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#investing #stockmarket #finance