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TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
We Study Billionaires - The Investor’s Podcast Network
Is the Market Missing Other Aspects of Meta?
The company has already spent 36 billion since 2019 on this new metaverse project and is projected to invest a lot more. When meta stock fell after they reported such disappointing free cash flow numbers in the past quarter, we went through the same process that Alex described for Netflix. And you've seen in our monthly releases that our meta position is less than it was several months ago. It will stay that way until we can get confident that there's going to be an economic return on all of this new investment.
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