No. of Recommendations: 4
To many here, this will seem like blasphemy and cause for being thrown out of the value cave, but here goes anyway: Much of what has been said about KO above would apply to META in todays world with 3.6 Billion Family of Apps users. IMHO, it exhibits many of the traits Charlie and Warren saw in dominant newspaper franchises, only on a GLOBAL basis reaching the far corners of the globe. Namely, a toll bridge of sorts on the local economies it serves through digital ads. The AI investments that GOOGL and META are making is to prevent a fate similar to newspapers. Today it trades at its lowest PEG ratio in 10 years at .83 based on forward estimates. Thank you for your attention to this matter. :)
Now's your chance - META off $50/sh after q2 earnings results.
