TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley
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You're listening to TIP. Welcome back to the Investors Podcast, episode 848. And the last stock I pitched to you, Sean, was Copart, which is a company that we looked at last year and today we will have yet another company that we covered before and that deserves Another look and that company is Meta and I can already spoil that. I started building a position in it in my personal account not too long ago.
It's only been nine months since we first covered Meta, but it does somehow feel like an eternity ago with all the news that's come out from the hyperscalers this year and just a couple of months pass and you already feel like you need to discuss the opportunity again and provide an update and That's what we're doing today. I'm not sure if you remember, but last time in the episode, you said that you would like to wait for the stock to drop further and perhaps see sort of an advertising downturn before you would actually go out and buy meta. And we didn't really see an advertising downturn, but the stock still declined about 25% from yearly highs. on some other news that I'm quite sure we will get into today.
Let's get into it. Since 2014, with more than 200 million downloads, we have interviewed the world's best investors, studied deeply the principles of value investing, and uncovered many compelling investment opportunities. We focus on understanding businesses and intrinsic value, investing accordingly. and sharing everything we learn with you. This show is not investment advice, it's intended for informational and entertainment purposes only.
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