PodcastThe Investor's Podcast (We Study Billionaires) - The Investor’s Podcast NetworkSeptember 24, 2026
TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley
Hosts revisit Meta after its AI capex surge, New Mexico and multistate youth-harm lawsuits settled for under $18B, WhatsApp business agents, AR glasses ambitions, and debt-financed data centers, concluding Meta looks fairly valued with mixed upside.
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