《My Top 10 Stocks to Buy Right Now in September》
Meta值得买入；AI驱动的增长和市场主导地位证明23%的上涨空间合理，尽管面临自由现金流和监管逆风。
我接下来要重点介绍的一只绝佳买入机会的股票是Meta Platforms。我计算出该业务的公允价值为每股72美元，而当前市场价格为571美元。
The next stock I'm going to highlight as a great buying opportunity is Meta Platforms. I calculated a fair value for this business at $72 per share with the current market price at $571.
鉴于这一差异，我计算出Meta在未来12到18个月内有23%的上涨空间。法庭案件的结果没有想象中那么可怕，公司支付的赔偿金略高于100亿美元，但这将在10年内分摊，而且与业务产生的运营现金流相比，每年的支付并不那么显著。
Given that difference, I calculated an upside of 23% for Meta over the next 12 to 18 months. The outcome of the court case was less than feared with the company paying a settlement just above $10 billion, but it will be spread out over 10 years and the payments annually are not that significant compared to the cash flow from operations the business generates.