Insider Stocks · For members
An entry from my investing journal, for members.
Meta delivered 26% revenue growth and 49% operating margins, yet the stock dropped 15%. Here's my complete analysis of their $106 billion AI infrastructure bet, why it might actually make sense, and what concerns me most about Zuckerberg's strategy.
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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