“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
Meta is a B-tier investment; high risk from undiversified capex and off-balance-sheet liabilities, but supported by a strong ad business and reasonable valuation.
we will look at Meta again which is a episode that we actually just recorded
Um but I mean I'm biased myself like for example you look at Meta pretty um pretty critically in terms of its uh um its influence on especially kids, teens and people in general.
Um, well, I use meta primarily to look at the ads and I always think they're great and I get stuff and I feel like I'm personally biased because I like to use it and I don't feel like I scroll a lot.