IN THIS EPISODE, YOU’LL LEARN:

• Why Meta was sued and how it settled
• What Meta’s AI vision looks like
• How AI could revolutionize Meta’s Ads Business
• About the optionality of WhatsApp
• Whether META will be added to The Intrinsic Value Portfolio
• And much, much more!

For the full show notes, go to this page.

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BOOKS AND RESOURCES

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• Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠.
• Portfolio Review ⁠⁠⁠⁠⁠⁠⁠⁠⁠Submit Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠.
• Zuckerberg’s WSJ Article – The AI Future is for Everyone.
• Ben Thompson’s Research at Stratechery.
• Check out the original Meta episode.
• Check out our previous Intrinsic Value breakdowns Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports.
• Related ⁠books⁠ mentioned in the podcast.
• Ad-free episodes on our Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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