Daniel and Shawn take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. What you’ll learn here: 00:00:00 - Intro 00:03:32 - How much money the Metaverse failure cost 00:05:49 - How AR glasses could replace smartphones 00:26:19 - Why Reality Labs will likely yield average returns at best 00:32:21 - What AI efforts Meta is implementing 00:34:42 - Why Meta’s AI projects are not as bad as investors think 00:38:09 - How the ad engine works 00:44:03 - How WhatsApp and AI content could benefit Meta 00:59:38 - Whether Shawn and Daniel add Meta to the portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/meta-is-meta-undervalued-again-w-daniel-mahncke-shawn-omalley/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. ▶️ Related Episodes: - Intrinsic Value Portfolio Review: Performance and New Positions: https://youtu.be/VcavH2tTIp4 - Inside Amazon: Is It Prime Time for Investors?: https://youtu.be/3rxrnbj8OTE - Unpacking Alphabet: How Google & AI Shape the Future: https://youtu.be/5WYxGi_7rMk Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #MetaStock #StockAnalysis #DigitalAdvertising #AIInvesting #LongTermInvesting