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The big guns have arrived
I've written on Meta Platforms, Inc. (NASDAQ:META) several times here on Seeking Alpha with my most recent article being on June 23rd, 2023. The stock has performed very well
Meta Unleashes The WhatsApp Kraken: Monetization Begins
Summary
- WhatsApp monetization begins, potentially adding $15B+ annual revenue from Meta Platforms, Inc.'s nearly 3B global users.
- Meta takes a 49% stake in Scale AI and hires founder Alexandr Wang for internal AI initiatives.
- WhatsApp ads + Scale AI deal could lift EPS by $2.33, raising my 2026 estimates to $30.57/share.
- Meta’s Big Beautiful Balance Sheet: $70B in cash, falling share count, and $1.76B in net interest income make this a superior stock to the market at a market multiple.
I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and Fortress Investment Group.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of META, AMZN, GOOGL 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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