Caleb | Investor | Social Arbitrage Trader

$META is being seriously slept on — a high-growth compounder trading at just 19x forward P/E while delivering 33% topline growth. The company is generating strong returns on its CAPEX, engagement metrics are improving across the board, and it sits on a massive ~3.6 billion daily active people ecosystem. Monetization is still in the early innings with multiple clear levers: 🔷 Threads(+450M MAU) and WhatsApp(400M+ MAU) early days of monetization — and rapidly scaling ads 🔷 WhatsApp — 3B+ MAU with growing Business messaging subscriptions and automated tools 🔷 Meta AI (powered by Muse Spark) — deepening engagement as a smarter personal assistant across apps 🔷 Creator monetization — premium subscriptions with advanced AI features 📌What is not to like?

Uber spent years losing billions to build a global rideshare and delivery network. Now it's harvesting it. $UBER Revenue up 14%. Operating income up 57%. The underlying business is compounding. But net income fell 85% because of a $1.49B unrealized investment loss. Non-cash. Mark-to-market. Ignore it for the operating picture. The business is fine. Better than fine. Key metrics Q1 FY25 → Q1 FY26: Revenue: $11,533M → $13,203M (+14%) Operating income: $1,228M → $1,923M (+57%) Net income (to Uber): $1,776M → $263M (-85%)* EPS (basic): $0.85 → $0.13 (-85%)* *Includes $1.49B non-cash investment loss Grade: A ✅

Berkshire Hathaway is far from being a dying company. This looks like a great buying opportunity for long term investors.