Season 1 · Episode 72
Getting Back into Meta + Your Questions
0:00 Introduction 2:54 Market Bubble? 8:26 Getting Back into Meta 12:45 Thesis for Meta 13:31 Successful Pivots of Meta over the Years 16:15 What Makes Meta’s Social Media Apps Different? 17:53 AI Opportunity for Meta 24:56 Reality Labs of Meta as ...
Long Term Investing - With Baskin Wealth Management · Barry Schwartz
December 10, 202447m 10s
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Show Notes
0:00 Introduction
2:54 Market Bubble?
8:26 Getting Back into Meta
12:45 Thesis for Meta
13:31 Successful Pivots of Meta over the Years
16:15 What Makes Meta’s Social Media Apps Different?
17:53 AI Opportunity for Meta
24:56 Reality Labs of Meta as a Risk Factor
26:43 What Have We Changed Our Mind About Recently?
33:41 Small to Medium Caps in Baskin’s Strategy
37:59 Companies We Liked but Didn’t Invest In
43:32 How Do We Manage Currency Fluctuations for Our Clients
This week, Barry and Ernest, review Baskin Wealth’s decision to buy back shares of Meta. They give an overview of the risks and opportunities for the company with a thoughtful conversation about Meta’s business pivots over the years, its AI goals and what is going on with Reality Labs. Then the show is all about you. Barry and Ernest answer several questions from the mailbag including a discussion on stocks they regret not buying and how Baskin Wealth manages currency fluctuations.