Few examples from $FB's recent Q3 earnings call where management have begun to really focus on discussing things in multi-year to decade long outlooks.
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Nathan Worden's avatar
Love the long term mindset 🙌
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Chief Hustler's avatar
I think a decent case could made for allocating 40% of portfolio on FB and forgetting about it for a few years...
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Conor Mac's avatar
@investmenttalkOctober 27
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Thoughts on the positioning of FRL now? Feels like the bet on Zuck just got a lot bigger.
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Cissy Hu's avatar
@cissyOctober 27
Very curious to see how they tackle "Youth as the North Star" given the challenge they're having with retaining Gen Alpha as engaged users vs TikTok and $SNAP
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Conor Mac's avatar
@investmenttalkOctober 27
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@cissy Horizon Worlds presentation tomorrow (Thurs), this could be a multi-year bet on a new VR social network.. early in adoption curve, but looking forward to that.


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