How The Acquirers Podcast’s view on $META changed

2026-09-24Bullish

“Rates, Oil & Big Tech: Where the Value Is Hiding Now | Value Options Letter”Bill Ackman

Meta's business model is sound; buying at below-average historical valuations is justified if capex returns are expected to be good.

Let's talk about the biggest news of the week, which is Meta's launch of its consumer-oriented product, Muse AI.

Then ChatGPT, and of course Anthropic, had tremendous momentum, and they still do . They still have great momentum. But now you have the Muse product, which is currently free for most levels.

They are trying to attract consumers to him, and Zuckerberg is very good at that.

Watch the source12:57

2026-09-09

“From Motley Fool Writer to $110M Hedge Fund (Then Back Again)”

Meta's free cash flow is gone due to capex; LLM spend seems non-existential so they could reduce it sooner than others.

yes um you know when you look at Meta, when you look at uh Nvidia, when you look at um Google or Alphabet, whatever you want to use for it, they generate an amazing amount of cash flow from their business, their core businesses.

But what's interesting is that those businesses are no longer capital-like businesses. um to the extent that they're now spending there's no free cash flow at Meta anymore.

Watch the source14:17