014. Facebook IS a Value Trap
Feb 03, 2022•21 min•Season 1Ep. 14
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Episode description
Read the full newsletter about Facebook here! https://thetathoughts.substack.com/p/everyone-on-wall-street-is-wrong
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On this week's show, Strat talks about the horrendous data from Facebook/Meta's earnings report, and why the company may be a value trap. From declining engagement, shrinking DAUs on their flagship app, a collapsing upcycling strategy, and more, there's plenty to fear with the business in his opinion.
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