The PEG looks great on FB, very wide moat due to network effect, hard to believe this is undervalued due to the gigantic market cap it already has. Anybody else looking at it?

honestly I´m mainly a realestate investor. I closed my positions in the stockmarket last month, and I´m wainting for great opportunities. We´ll all know when they arrive...

I have an average purchase price of 286.  I like the company, they have a very young CEO with a lot of wealth in the company.  He already has 16 years of experience.  The huge number of users on the platform already.  Launched shops, increased advertising rev. from reopening, diem launching for payments and VR becoming more mainstream lead me to believe this company has a lot of potential revenue drivers.

The balance sheet is flawless, tons of cash, practically 0 debt.  The convert revenue into net income very efficiently.

Fairly valued per Guru Index (very conservative). I have a lot of exposure to other stocks so I am looking to buy call options. A caution to consider....they have more risk if they are broken up, ( yes, I know the FTC complaint was thrown out, but new Director will sharpen the complaint)  thier other apps are losing money, yes they can monetize those but a big difference in what they have now with FB. Still it's a good bt for options.

Buy an Oculus headset. The metaverse will be revolutionary.

FB looks very good ... - as another person said loads of cash, very low debt

Not sure if $350 is overvalued ... hoping for a market correction, no idea when that is happening as Fed is moving up interest rates in 2024 ... suspect market will continue moving upwards till then

I agree- the moat is huge, balance sheet strong, and the growth seemingly unstoppable, (with room to run). Strong balance sheet. PEG Ratio is under 1 (unlike the other FAANG stocks). Instagram not going away any time soon. Purchasing small positions in the dips around $350/ share, long FB.

Great company and valuation, but by no means a monopoly. Snap and TikTok are quickly gaining ground, especially among younger audience. Obviously, legislation is another big risk for the company. PR is terrible here.

Market panic since Feds are threatening to partition facebook which btw is not impossible. But same stuff was going on against msft a while ago. Feds won’t do that I believe.

Pieces will add up to be more if FB splits.

Facebook is battered now by the Facebook Papers, but I am trying to think about what are the worst scenarios: 1. split up 2. kick out Mark, 3. more strict regulation, 4. change Sec 230. It seems to me they will slow FB down but will not fundamentally threaten its business model and revenue sources. Any other takes?

I agree FB looks extremely attractive, due to its low PE and still high growth rate, even though the company warned it could slow down due to a number of factors. It's also hard to find an alternative which is better, things like Twitter, Pinterest, Uber, Angi all have dramatically lower profit margin even though Twitter and Pinterest's business model don't seem that different to me? I guess Uber or Angi has higher cost but still surprised that they incur such losses. Anybody can explain why?

If you'd like to add FB to your portfolio consider adding a significant higher discount rate to your valuations. FB comes with unpredictability, complexity and legislative issues. Yes they can own the Metaverse, but not without insane volatility and unpredictability.

Important to remember that Volatility is our ally when we know what the underlying value is for a business.

IF you believe FB will revert back to it's normal growth of 20%+ in the future (3 years or less to fix the Apple problem) than now would be an excellent entry point!

This is one of those great entry points like the Cambridge Analytica Scandal. Buy great companies when they have an event that shales up the stock price. This balance sheet is unbelievable. Meta is a cash generating anamaly. What a great business model; advertise on free content. Even Warren Buffett's prised Newspapers had to pay for the content before they made cash on the advertisements. Now lets add the metaverse...an unknown but tons of potential to be the next big thing. Start loading up on this one before its too late.

Buy, Buy, Buy

I have added to my position at every dip. :-)

I believe this is a great entry point. My own conservative DCF indicates the fair value at $260

Bought at $210 today and made it a 10% of net worth stake, may take to 20 given further breakdown.

Also buying right now, looks a very good entry point. Will keep buying at anything lower than 2.20....

3D television was a flop. People did not want to have to wear special glasses. I'm not sure this will be much different. If you are a gamer, then wearing headsets is probably fine. I think lots of people won't like the headsets here either.

I do think you can make some money here, I don't think you will have a multi bagger.

Lost a lot of money and am now out of it. For a long term investor, holding Facebook since IPO came with a huge opportunity cost, it always looked undervalued but never was able to catch up with some of the other big tech companies. To make it worse, the growth story is mostly over now, not for lack of innovation but because anything they try to do will be heavily scrutinized.

With the amount of negativity surrounding Facebook news groups and teen health impact with instagram, it is slowly becoming like a tobacco company.

I still would hold it on sum of parts hypothesis, but the company is less likely to split given Zuckerberg’s voting power, but sooner or later it is inevitable that the company will need to split.

Tatt smiths Facebook