9 Comments

This is a brilliant analysis. I never imagined the lack of investment dollars to be an issue.

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Thank you for the analysis krub!

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Great article! very good analysis!

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More on Meta would be great as well

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See the thread I wrote here on systemic factors behind Meta post earnings declines https://twitter.com/NayutSitachitt/status/1505179940890693638

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Big changes to my outlook from this. Thank you!

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AMZN share price has been relatively static over the past 1.5 years. META is selling for the same price it had in mid-2018. Neither would have been a good investment.

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Which is the point of the article... they are undervalued. Had they 10x on the same fundamentals, I would not have said that they are undervalued.

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Jan 22, 2022
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That's the growth of net income in the last 5 years. As mentioned in the article, next few years, growth will likely be in the teens.

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