To kick off this topic with the last message in Discord and as i believe those reasons could be interesting for anyone, here are main reasons why i am still bullish on Meta
(See hidden content from the msg above or our Discord channel for the full conversation)
I am expecting some bullish catalysts for EPS of Meta in the near term from things like
- Effects of cost cutting reaching the button line
- Higher ad impressions as both Instagram and FB are getting better through AI and short form video and people spend more time in them
- Higher ad engagements due to already incredibly good matching of advertisers with people which i expect to improve further (Short form video is perfect for rapidly training an ai on what people like)
→ Higher ad prices → Raising margins for Meta → Higher EPS.
If you take Metas Metaverse investments into account, which they could reduce at any time Meta EPS is already very high. I think i wrote something about that shortly after the release of last quarters numbers.
Additionally i am very bullish on the monetization potential of Apps like Whatsapp. (Probably wrote something about that before as well + a few more bullish reasons from september last year can be found in old sheets like here or in the wiki)
Critique of @Magaly on inconsistent standards between bullish stock assumptions and bearish macro assumption in this separate topic.