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About

META

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…
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The Science of Hitting
"Fully Seize The Opportunity"
An update on Meta
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The Science of Hitting
Meta: Taking Big Swings
Meta CEO Mark Zuckerberg: “I'm doing something wrong if I'm not building something new.
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The Science of Hitting
Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website.
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The Science of Hitting
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…
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The Science of Hitting
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…
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The Science of Hitting
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…
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The Science of Hitting
2
Meta: When It All Matters
From “Moving The Goal Posts” (November 2022):
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The Science of Hitting
1
Meta Platforms: Phase Change
From “Moving The Goal Posts” (November 2022):
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The Science of Hitting
6
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…
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The Science of Hitting
2
Meta: Peak Profitability?
In Meta: “Appropriately Calibrated”, I wrote the following:
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The Science of Hitting
6
Meta: “Appropriately Calibrated”
In “Meta: A Precarious Position”, I concluded with the following: “A thoughtful discussion on Meta must now address concerns around FoA user growth and…
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The Science of Hitting
© 2024 Alex Morris (TSOH Investment Research)
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