$META is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale.
As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company.
If that plays out then I think $META can rerate closer to 25x earnings.
No Alisson
No Trent
No Matip
No Szoboszlai
No Jones
No Thiago
No Bajcetic
No Doak
No Jota
No Salah
No Nunez
And we never gave up. Done it the hard way, but I’m proud of the comeback. Wembley 🔜 .
Taking pictures at the end.. little lap of honour.. Arteta running around like a kid who's got a PS5 for Christmas.. Liverpool really are everyone's cup final, aren't they? We will back.. they weren't very good we was just abysmal.