“Meta's core business still generates substantial cash flow for owners and Zuckerberg's track record of value creation justifies holding.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
The core business is generating a lot of capital for owners
overall he has been a value creator for owners, and this is why I own Meta today
In 2022, I heavily bought Meta, and it became the largest position in my portfolio
Risk
all the money being lost on the metaverse and also with AI, with all the extra capital expenditures
The structured call
The receipt
Publish-day price $$585.61 · the claim is anchored to the moment it was said.