Doubling Down On Meta

Nov. 30, 2022 11:41 AM ETMeta Platforms, Inc. (META)TWTR24 Comments

Summary

  • Growing national security concerns could limit any gains in TikTok's spending from large brands.
  • Leading brand advertisers are shifting away from Twitter toward other social media platforms, including META.
  • Reels and Message ad products remain top growth catalysts for the next two years.
  • META is a strong buy, and I have recently doubled down on my position as it is a wonderful business to own for the long term.
  • We're about to raise prices at my private investing ideas service, Yiazou Capital Research, where members get access to portfolios, market alerts, real-time chat, and more. Learn More »

TikTok Expected To Announce US Sale In Coming Weeks

Mario Tama/Getty Images News

Trouble At Twitter & TikTok Could Favor META

TikTok has been a formidable competitor to Meta Platforms, Inc. (NASDAQ:META) and now leads the chart for time spent on the platform by US adults. According to

Meta platforms, META, Facebook, Instagram, IG, WhatsApp, TikTok, advertising, social media

eMarketer

Meta platforms, META, Facebook, Instagram, IG, WhatsApp, TikTok, advertising, social media

Business Of Apps

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Data by YCharts

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I am the founder of Yiazou Capital Research, a research platform designed to elevate your due diligence process through in-depth analysis of businesses.

I have previously worked for Deloitte and KPMG in external auditing, internal auditing, and consulting.

I am a Chartered Certified Accountant and an ACCA Global member, and I hold BSc and MSc degrees from leading UK business schools.

In addition to my research platform, I am also the founder of a private business.

This article was written by

Yiannis Zourmpanos profile picture
2.53K Followers
Unlock your investment potential through deep business analysis.

I am the founder of Yiazou Capital Research, a research platform designed to elevate your due diligence process through in-depth analysis of businesses.

I have previously worked for Deloitte and KPMG in external auditing, internal auditing, and consulting.

I am a Chartered Certified Accountant and an ACCA Global member, and I hold BSc and MSc degrees from leading UK business schools.

In addition to my research platform, I am also the founder of a private business.

My primary strategy focuses on high-quality, free cash flow generative stocks with an above-average growth rate and a strong business moat.

I manage my own highly concentrated portfolio, and I occasionally engage in short-term trades to profit from asset mispricings when Mr. Market does not feel very well. 

Disclosure: I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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