The Intrinsic Value Podcast 对 $META 的判断变化

2026-09-03
《Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)》
Meta是B级投资;因资本开支不分散和表外负债而面临高风险,但强劲的广告业务和合理的估值提供支撑。

我们将再次审视Meta,这是我们刚刚录制的一集。

we will look at Meta again which is a episode that we actually just recorded

但我自己也有偏见,比如你相当批判性地看待Meta,特别是它对儿童、青少年和普通人的影响。嗯,我主要用Meta来看广告,我总是觉得广告很好,我能买到东西,我觉得我个人有偏见,因为我喜欢用它,而且我觉得我不会刷很多。

Um but I mean I'm biased myself like for example you look at Meta pretty um pretty critically in terms of its uh um its influence on especially kids, teens and people in general.

Um, well, I use meta primarily to look at the ads and I always think they're great and I get stuff and I feel like I'm personally biased because I like to use it and I don't feel like I scroll a lot.

2026-08-13
《Ranking Mag7 Companies and AI Stocks》
Meta被评为B至C级,因其缺乏多元化、过去的元宇宙失误以及监管担忧,尽管作为短期至中期交易可能表现良好。

所以,今天我们要做的,我们准备了一个层级列表。我们实际上有两个层级列表。所以,一方面,我们将讨论Magnificent 7公司,正如你在这里看到的。另外,我们还有一些额外的。所以,我们将讨论Magnificent 7,比如Meta、谷歌、微软,这些类型的公司。

So, what we'll do today, um, we have a tier list prepared. We actually have two tier lists. So, for one, we will talk about um the max 7 companies as you can see here. Plus, we have some extras.

So, we will talk about the Max 7s like you know, Meta, Google, Microsoft, those those sorts of companies.