Right. So, the markets. Honestly, it’s exhausting. I’ve been trying to be a sensible investor, you see. Proper long-term thinking. No more chasing shiny objects. And then you read about Bill Ackman buying a lot of Meta. Like, $1.8 billion worth. Which, let’s be honest, is more money than I’ve seen in several lifetimes. It’s enough to make one feel… inadequate. And possibly reckless with the small amount one does have invested.
Ackman calls it “deeply discounted.” Which, okay, I like that phrase. Sounds…responsible. It’s a relief. Because everyone else seems to be panicking about all the money Meta is throwing at Artificial Intelligence. And, admittedly, the metaverse thing – Realty Labs – feels a bit like a very expensive mistake. Like that pottery class I took. Good intentions. Terrible results. But Ackman seems to think the AI pivot is clever. And he has more money, so….
Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. (Don’t judge. It’s been a week.)
He’s right, though, about the business model. Meta basically knows what everyone wants before they do. It’s a little creepy, if you think about it. But also…efficient. They’re using AI to show people more ads they’ll click on. Brilliant, really. And they’re helping other people show more ads. It’s a whole ecosystem of targeted persuasion. And now they’re rolling out AI tools for advertisers. It’s like they’re automating the art of manipulation. (I’m joking. Mostly.)
I bought some shares in late December, actually. Before the price really moved. (Don’t tell anyone. I’m trying to maintain an air of sophisticated detachment.) And I have to say, the Q4 results were…encouraging. Revenue up 24%. Ad impressions up 18%. Ad prices up 6%. It’s all going in the right direction. And they’re still adding users. 3.58 billion daily active people. That’s…a lot of people. It’s like the entire world is scrolling through Instagram. (I should probably spend less time there.)
They’re projecting continued growth in Q1 – between 26% and 34%. Which, let’s be honest, is pretty impressive. And they’re slowly rolling out ads to WhatsApp and Threads. WhatsApp has three billion monthly users. That’s…a lot of potential ad revenue. Threads is still a bit of a work in progress, but it has potential. (Everything has potential. It’s just whether they actually realize it.)
The stock has been down over the past year, which means the P/E ratio is currently at 21. Which, in the grand scheme of things, isn’t terrible. It’s not ridiculously cheap, but it’s not ridiculously expensive either. It’s…reasonable. And in this market, reasonable feels like a victory.
So, should you follow Ackman? I’m not a financial advisor, obviously. (I’m just a slightly neurotic person with a small portfolio and a lot of opinions.) But, yes. I think it’s a good buy at current levels. It’s not a guaranteed home run, but it feels…solid. And frankly, after all the volatility, a little solidity is exactly what I need.
List of Things I Need to Do: 1. Research AI. 2. Stop Checking Stock Prices Every Five Minutes. 3. Resist the Urge to Buy More Shoes.
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2026-02-22 19:52