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Why Valuations Don't Matter

The Compound and Friends

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Meta's Market Influence and Investment Dynamics

This chapter explores the extensive reach of Meta, with 3.4 billion daily users, while questioning its stock valuation and future performance among younger consumers. The discussion includes LinkedIn's financials under Microsoft, capital expenditures in AI, and shifts in investment strategies as valuation metrics evolve. Furthermore, it delves into the challenges of stock valuations and the importance of recognizing future viability over historical performance, highlighting resilience in specific market sectors.

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