TSOH Investment Research (Alex Morris)
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Archive
About
META
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Discussions
Meta: Financing The AI Frontier
Meta Platforms (META) Q3 FY25 Update
Oct 30
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On Consistency and Simplicity
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very…
Sep 29
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Portfolio Change - 09/26/2025
Note: Review all prior portfolio changes at the “TSOH” tab on the website
Sep 25
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4
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Meta: "The Decisive Period"
From “Meta: More To Come” (February 2025): “At first, it seemed each passing quarter, like clockwork, brought news of higher total expense and CapEx…
Aug 7
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Portfolio Change - 07/16/2025
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jul 15
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3
Meta: More To Come
From “A Pivotal Year” (February 2024): “You can be quite confident that Meta will not fall short on key initiatives from a lack of conviction or outside…
Feb 6
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15
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Meta: Turning Tides?
From “Meta: When It All Matters” (May 2023): “It seems likely that we’re heading into a sweet spot for the FOA [Family Of Apps] segment financials…
Oct 31, 2024
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14
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"Fully Seize The Opportunity"
An update on Meta
Aug 8, 2024
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21
3
Meta: Taking Big Swings
Meta CEO Mark Zuckerberg: “I'm doing something wrong if I'm not building something new.
Apr 29, 2024
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22
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Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website.
Mar 11, 2024
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Meta: A Pivotal Year
Note: I recently joined Andrew Walker of the “Yet Another Value” Empire to discuss “Letting Winners Run”, which led to a broader discussion about the…
Feb 12, 2024
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Meta: The Next Peak
A close study of Meta’s results over the past 12 months presented compelling evidence that significant change was underway in the company’s cost…
Nov 2, 2023
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