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FB

Meta Platforms, Inc.

Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.

Times pitched
6
Long / short
6 / 0
Avg. return
+631.7%
Verdicts
Worked 1 Inconclusive 5
position Fall 2022
Christopher Bloomstran, Semper Augustus
long inconclusive Newsletter

Despite the high amount spent on share repurchases, the stock is currently undervalued at $97 compared to previous repurchase prices. The company has a strong profit generation capability, which could

position Winter 2021
John Huber, Saber Capital Management
long inconclusive Newsletter

Facebook is mentioned as a company with high returns on capital and a strong growth potential, characteristic of today's compounders that can scale rapidly due to their digital nature.

position Fall 2020
Bill Nygren, Harris Associates
long inconclusive Newsletter

We believe Facebook no longer looks expensive based on its projected P/E due to its significant growth from earlier concerns about its valuation.

position Fall 2016
Stamina
long inconclusive Newsletter

Facebook looks incredibly cheap when considering its long-term potential for revenue and earnings growth, particularly as it garners a significant share of advertising dollars relative to time spent o

position Fall 2016
Chris Weldon
long inconclusive Newsletter

Facebook fits the investment framework of a 'compounder' due to its strong network effects on both the supply (users) and demand (advertisers) sides. With a total addressable market for advertising ex

position Spring 2015
Josh Resnick
long +631.7% worked Newsletter

Facebook is not an expensive stock given its earnings potential, with estimates of over $3 per share next year. The company has significant assets like Instagram and WhatsApp that have not yet been mo