3 Comments
User's avatar
Incremental Learner's avatar

Simple and to the point. Thank you for this.

Expand full comment
Michael Fritzell's avatar

The bear case seems to be that Zuckerberg will remain stupid about returns forever. Would you really want to bet against one of the greatest entrepreneurs of our generation? It seems odd to me.

For what it's worth the reviews on Glassdoor are pretty positive about Zuckerberg and the organisaton.

https://www.glassdoor.sg/Reviews/Meta-Reviews-E40772.htm

Expand full comment
aaronyfu's avatar

Thanks the analysis. It will take a few years play out, in the meantime it is a bundle of a great business and a bit bet on VR.

Expand full comment