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Technology Stocks : Meta Platforms, Inc. (Facebook)

META 648.35

-2.7%

Oct 31 9:30 AM EDT

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From: Oddbird	12/23/2022 4:31:22 PM
	of 3790

META has same feel of APPL of late 1980s META Research (Ticker: META) – November 2022 META recommend reading: • Theconversation.com – How we describe the metaverse makes a difference – today’s word • www.techtarget.com – The Metaverse explained: Everything you need to know • Forbes.com - Defining the Metaverse and The Future Of Physical And Digital Brands • Seeking Alpha Articles (negative in November at it’s low) META Bull thesis primary points – the 3 Overs 1. Headwinds overblown due to competition from TiKTok, Innovation, and Metaverse Way Forward o META raises $10M in bonds in first-ever offering (Reuters) o The Election Integrity Black-eye risk is a possible portfolio mistake o Past political risk in Facebook’s Past creates for a long-term opportunity o The antitrust problem will go away eventually 2. Negative sentiment overdone o Negative commentary is at its peak “Zuckerberg’s Distance from Reality is Crushing META Shareholders” “Zuckerberg Metaverse Struggles” – New York Times(October 2022) “META is Quietly Handling Pink Slips to 15% of its Workforce” (October 2022) “6 Reason META is in Trouble” – New York Times (February 2022) “META stock plummets after weak earnings.” (October2022) – Baron’s “META laying off more than 11,000 employees” (November 2022) – CNBC “2 Terrible Reasons to Buy Meta Platforms Stock”(November 2022) – Fool.com “Here's What's Wrong with Meta's Earnings Report”(November 2022) – Fool.com 3. Revenues in wrong direction, expenses rising, and big losses in its reality-lab o META bears: A. Market is very bearish on META in November 2022 B. Analysts seem that Metaverse will probably fail, and Apple is joining the metaverse race • Value is overlooked o Watching for any type of insider buying in 70s range for conviction (Open Insiders) o With a P/NOI (129/39.9) of only 3.23; Enterprise Value/EBITDA = 6.99 o META will improve its AI discovery tools to maximize engagement in its apps o META is adding new business messaging features to monetize the user shift towards messaging, and away from social apps o META is to re-build its ad tools to reduce reliance on user data o They will continue development of AR, VR and the metaverse, with a focus on the future o Stock buyback could make a difference drive up share price and revaluation o 15X earnings multiplier is too low considering Meta Platforms large reach of the platform and FCF Value o The P/S is under 3, P/B is under 3, and P/FCF is under 7 (has a top Margin of Safety score in its class) o Chart shows to bottom out in November 2022 at $88 range o Meta's financial leverage last quarter was 1.4x. o Meta's financial leverage for fiscal years ending December 2017 to 2021 averaged 1.2x. o META remains highly relevant with 118B in revenues and estimated 30B revenues next quarter o Meta reveals its latest VR headset and metaverse strategy o There is 52% upside for conservative estimate (Tip Ranks), 190% increase on the high side number BLUF: People under 20 years of age will most positively accept Metaverse technology

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