- META: Connecting People <Nokia jingle> https://valueinvesting.substack.com/p/meta 5 comments securityanalysis
Linking pages
- Value Investors: How To "Buy & Hold" Forever Despite ST Volatility https://valueinvesting.substack.com/p/buyandhold 1 comment
- Unpopular Opinion: Diversified Portfolio > Concentrated Portfolio https://valueinvesting.substack.com/p/diversifiedvsconcentrated 1 comment
- SEA Ltd: The Prodigal Son (2Q Deep-Dive) - by Aaron Pek https://open.substack.com/pub/valueinvesting/p/sea2q?r=6gq23 0 comments
- Why Investing with a 'Margin of Safety' Counterintuitively Generates Superior Returns https://valueinvesting.substack.com/p/marginofsafety 0 comments
- Are $100 Oil Prices Realistic? Maybe Not By End-2023, But Almost Certainly By 2025. https://valueinvesting.substack.com/p/100dollaroil?sd=pf 0 comments
- The Value Investing Bible: From Graham & Buffett, to Howard Marks, George Soros, Seth Klarman & Monish Pabrai https://open.substack.com/pub/valueinvesting/p/valueinvesting1?r=6gq23 0 comments
- Semiconductor Industry Primer - by Aaron Pek https://open.substack.com/pub/valueinvesting/p/semiconductors?r=6gq23 0 comments
- 2nd-Level Thinking: Exploiting Inefficient Share PRICES (Supply vs Demand) https://open.substack.com/pub/valueinvesting/p/secondlevelthinking?r=6gq23 0 comments
- MUNGER | Warren Buffett's BFF - by Aaron Pek https://valueinvesting.substack.com/p/munger 0 comments
- RISK: The Definitive Value Investing Definition https://valueinvesting.substack.com/p/risk-the-definitive-value-investing 0 comments
- Value Investors = Business Owners. Here's The Irrefutable Accounting Proof. https://valueinvesting.substack.com/p/value-investors-are-business-owners 0 comments
- Accounting Proof: Leave Elon Musk Alone! - by Aaron Pek https://open.substack.com/pub/valueinvesting/p/teslafsdd?r=6gq23 0 comments
Linked pages
- Facebook says Apple iOS privacy change will cost $10 billion this year https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html 3295 comments
- Meta Myths – Stratechery by Ben Thompson https://stratechery.com/2022/meta-myths/ 864 comments
- Carmack: “There’s a bunch that I’m grumpy about” in virtual reality | Ars Technica https://arstechnica.com/gaming/2022/10/carmack-wants-a-250-vr-headset-to-counterpoint-the-1499-quest-pro/ 25 comments
- Time to Get Fit — an Open Letter from Altimeter to Mark Zuckerberg (and the Meta Board of Directors) | by Brad Gerstner @altcap | Oct, 2022 | Medium https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18 21 comments
- An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse – Stratechery by Ben Thompson https://stratechery.com/2022/an-interview-with-meta-ceo-mark-zuckerberg-and-microsoft-ceo-satya-nadella-about-partnering-in-the-metaverse/ 18 comments
- Unravelling the Endgame of Trussonomics - What The Heck Was Liz Truss Thinking? https://valueinvesting.substack.com/p/trussonomics 9 comments
- Meta Research: Codec Avatars 2.0 Approach Complete Realism https://uploadvr.com/codec-avatars-2-0-photorealism/ 5 comments
- 🚅 US Railroad Industry Primer - The Picks & Shovels of the US Commodities Sector https://valueinvesting.substack.com/p/railroads 0 comments
- 'The Metaverse Primer' — MatthewBall.vc https://www.matthewball.vc/the-metaverse-primer 0 comments
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