Weekend thoughts: $META and record market cap moves
yetanothervalueblog.substack.com
We hosted the monthly fintwit board game night in Mid-October (I mention these every month in my monthly links; feel free to email me if you’d like to get added to the list). This is going to surprise you, but when finance people get together for board games (or anything really!), the conversation often turns to stocks.
i’m seeing this upside potential as well. mad respect for being able to write such an optimistic potential outcome, yet not talking yourself into immediately buying it. It’s critical to think so broadly while remaining totally objective during the research process. as always i’m a huge fan of your excellent work.
or if TikTok gets banned. Some Jedi magic from Zuck in that scenario would be to announce a stock buyback on the same day
i’m seeing this upside potential as well. mad respect for being able to write such an optimistic potential outcome, yet not talking yourself into immediately buying it. It’s critical to think so broadly while remaining totally objective during the research process. as always i’m a huge fan of your excellent work.