Deep Dive: Matt Cochrane Discusses Facebook/Meta Platforms
Matt from 7investing is one the show once again, this time discussing Facebook/Meta Platforms and their heavy investments into the Metaverse. Here are some questions we asked Matt on the show:
How do you look at Facebook/Meta today? Has your investment thesis changed since we last spoke?
Why do you think Zuckerberg is making this pivot? Do you like the decision?
What industry do you think will be the first to completely adopt the Metaverse? What are the most near-term applications?
How long before Facebook is generating meaningful revenue from this added capex? Or how long are you willing to wait?
Do you think this will take regulatory pressure off of them? Could it make it easier for them to start acquiring companies again?
Does it deserve a different valuation now?
Zuckerberg said they are going to reinvest to try and get 18 - 29 year old users to stick with their apps. What do you think of that strategy as an investor?
Instagram is the big growth driver right now. What products/services have been launched for that application? How much bigger do you think it can get?
What progress has been made with WhatsApp?
What are your biggest concerns? What could go wrong?
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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.