Meta Platforms: Q4 Earnings Update, Our Approach Now


  • Meta announced its Q4 earnings, exceeding expectations on the top line by 1.5%, but falling short on the bottom line by 20.8%.
  • Following a disappointing Q3 earnings call, Meta appears to have gained insight into and appreciation for the needs and desires of its investors.
  • The key highlights from the announcement included an increase in share buybacks, reductions in capital expenditures, and a lowered outlook for operating expenses.
  • Due to a 50% surge in its stock price since our last report and an updated valuation, we have adjusted our position in META towards an index.

Facebook Changes Its Name To "Meta"

Leon Neal

By Antonio Velardo

Investment Thesis

Since the release of new earnings by Meta (NASDAQ:META), we have been following up on our last report, which got a very positive response. After our last report, META has shown a very

Moat Investing Graphs by Antonio Velardo

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Moat Investing graphs by Antonio Velardo - Share based compensation of META

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Moat Investing statement for META by antonio Velardo

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EPV by Antonio Velardo (Moat Investing)

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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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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