Adding to META Position on Attractive Valuation

3 months ago

Speaker

"I mean, I would love to actually add more to a meta right now. I would say because I mean the the earnings was was very good. The earnings was very good. Yes. Okay. The stock is down because of that capex acceleration or expected acceleration in 2026. Market is freaking out. Maybe it's again 2022, but I don't know. They've made it quite clear that AI is already helping their core business quite a lot. And as long as their return on invested capital stays at 30% or so, why why wouldn't they spend like it makes total sense?"

The speaker expresses a strong desire to add to his META position, citing robust earnings and the company's effective use of AI in enhancing its core business. Despite the stock being down due to anticipated capex acceleration, the earnings performance and high return on invested capital make it appealing.

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