Meta Platforms (META) -- Resilient Performance Amidst Criticism | Fundsmith 2024 Q4

Leveraging Social Media Dominance for Continued Growth

Apr 13, 2025

Summary

Investment rationale: Strong social media presence with significant user engagement.
Market positioning: Leading platform in social media with a vast user base and advertising reach.
Risks and challenges: Regulatory scrutiny and evolving digital landscape.
Recent performance: Positive attribution of +4.1% to the fund’s performance in 2024.
Future outlook: Continued focus on innovation and user engagement to drive growth.

Meta Platforms (META, Financial) was a top contributor to the Fundsmith 2024 Q4 performance, demonstrating resilience despite ongoing criticism. Fundsmith LLP reiterated its confidence in Meta's ability to leverage its vast user base and advertising capabilities for sustained growth. The company's consistent performance underscores its strategic importance within the fund's portfolio.

"Meta Platforms’ (formerly Facebook) performance makes me wonder whether I should have a fund which invests solely in the one stock in our portfolio each year for which we have received the most critical comments." — Fundsmith LLP, Fundsmith 2024 Q4 Fund Letter

Read full letter at gurufocus Fundsmith 2024 Q4 page.

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