"Berkshire Hathaway went aggressively all-in on The Coca-Cola Company ($KO), sinking an astonishing 35% of Berkshire's equity portfolio and roughly 20% to 25% of the entire company's book value into a single beverage business. Buffett—through the strong influence of Charlie Munger—saw the massive, hidden, off-balance-sheet power of an unrivaled global franchise. Long before globalization became a 1990s buzzword, Coke was already miles ahead of the curve. They had built an unmatched distribution moat capable of putting a bottle into the most remote areas of the world, including even deep into developing economies and poor African villages. In fact, the word "Coke" was one of the most recognized words globally across multiple languages, hardwired into a simple human emotion: happiness ("Coke and a smile"). What's that worth? On a balance sheet-nothing. In reality--everything"

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. :)