Read the full newsletter about Facebook here! https://thetathoughts.substack.com/p/everyone-on-wall-street-is-wrong

Subscribe to the Theta Thoughts newsletter for free stock research every week! https://thetathoughts.substack.com/subscribe

On this week's show, Strat talks about the horrendous data from Facebook/Meta's earnings report, and why the company may be a value trap. From declining engagement, shrinking DAUs on their flagship app, a collapsing upcycling strategy, and more, there's plenty to fear with the business in his opinion.

---

Support this podcast: https://podcasters.spotify.com/pod/show/strat-becker/support