I’ve made a significant investment in META, likely because others view the ad business as more volatile and heavily reliant on the macroeconomic environment, especially when compared to companies like Microsoft $Microsoft(MSFT)$ and Apple $Apple(AAPL)$ . Since predicting future growth in the ad space can be challenging, META has been given a relatively conservative valuation ratio. However, I remain confident in META’s position as the leading company in the business of connecting people. WhatsApp for business and Threads.net both hold substantial potential for future monetization. Meanwhile, AR/VR and the Metaverse are currently being valued at zero, which I believe overlooks their long-term potential. This is another reason I see value in META, as those areas could become more important in the future, adding further upside.
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