Meta Platforms, every mention
4 scenes (2024) · ← back to Meta Platforms
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every year 2024 anyone Tom Russo 11Pat Dorsey 7Jonathan Tepper 5Avichal Garg 4Alex Sacerdote 4Ted Seides 3Justin Fishner-Wolfson 3Josh Wolfe 3David Blood 3Rick Heitzman 2
Verbatim, from the transcripts: the passages where Meta Platforms comes up
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 28:09 Matt Miller Well, if you think about it this way, hey, I'm a Google or I'm a Meta, and I want to be a hundred percent renewable power, but my data center might sit in Illinois next to a coal plant.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 30:58 Brett Barakett It could just be, we saw very recently, both with Elon Musk and X, and with Zuckerberg and Meta, two great examples of CEOs saying,
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 43:36 Jonathan Tepper Meta, which falls into the sort of media advertising company, which I was referring to earlier, bought it when it had reached about a 103 dollars, about 10% for cashflow yield. 4 times in the scene
Morgan Housel – Same as Ever (EP.359)
- ▶ 11:41 Morgan Housel I think the equivalent would be if you are a VC investor and the first investment you ever make is Facebook in 2006 and you make 5000 times your money, whatever.