META

Portfolio Change - 07/16/2025

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

Jul 15 •

TSOH Investment Research

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 •

TSOH Investment Research

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 •

TSOH Investment Research

"Fully Seize The Opportunity"

An update on Meta

Aug 8, 2024 •

TSOH Investment Research

Meta: Taking Big Swings

Meta CEO Mark Zuckerberg: “I'm doing something wrong if I'm not building something new.

Apr 29, 2024 •

TSOH Investment Research

Portfolio Change - 03/12/2024

Note: You can review all prior portfolio changes on the TSOH website.

Mar 11, 2024 •

TSOH Investment Research

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 •

TSOH Investment Research

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 •

TSOH Investment Research

Meta: "A Meaningful Cultural Shift"

From “Moving The Goal Posts” (November 2022): “If FOA [the Family Of Apps segment] is capable of double digit annualized revenue growth over the next…

Aug 7, 2023 •

TSOH Investment Research

Meta: When It All Matters

From “Moving The Goal Posts” (November 2022):

May 8, 2023 •

TSOH Investment Research

Meta Platforms: Phase Change

From “Moving The Goal Posts” (November 2022):

Feb 9, 2023 •

TSOH Investment Research

Meta: Moving The Goal Posts

From “Meta: Appropriately Calibrated” (May 2022): “With Meta, the market (rightly) expressed concerns about FRL, most notably the scale of investment…

Nov 3, 2022 •

TSOH Investment Research

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