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$META ’s challenges - the narrative vs reality
My article on $META and its challenges is out.

  • The rise of TikTok and what it means for $META,
  • The Apple privacy change problems and monetization
  • The Metaverse and its cash burn.

I also talk about the valuation and what is reflected in it.

uncoveralpha.substack.com
Meta’s challenges - the narrative vs reality
An article addressing and elaborating on three main concerns investors have with the company. The rise of TikTok, Apple privacy change and the monetization challenges ahead, the Metaverse and the cash burn it presents.

Rihard Jarc's avatar
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