META Valuation: The $335–$643 Range (One Repeatable Rule) скачать в хорошем качестве

META Valuation: The $335–$643 Range (One Repeatable Rule)

Meta looks like a cash machine… but investors keep making the same mistake: paying “system multiples” for a business that can still be rerouted. In this video I value META using my Two Economies Framework: ✅ Structure Scorecard → Structure-implied EV/FCF multiple → price range …and I finish with a 3-Gate decision rule + a simple dashboard that tells you when the thesis is breaking. Chapters: 00:00 Meta priced like a SYSTEM 01:03 Two Economies in 60 seconds (Surface vs System) 01:34 What Meta actually is (FoA vs Reality Labs) 02:05 Meta’s Systemness Score: 18/28 03:22 Structure score to EV/FCF multiple range 04:14 Implied META price range 04:57 What the market is really paying for 05:44 The 4 ways the “rails” can break 07:21 The 3-Gate buy/wait/pass rule 08:02 The dashboard I track 08:37 Verdict 👍 If you want more framework valuations (no vibes, no hot takes), subscribe — I’m building a library of these so you can reuse the process across stocks. Disclaimer: This video is for educational purposes only and is not financial advice. Do your own research.