🌐 Despite perceptions, Facebook continues to grow its user base and engagement across its family of apps.
🛡️ Facebook has a history of successfully countering competitive threats, such as Snapchat and TikTok.
🚀 Investments in AI and infrastructure are creating a competitive advantage.
⏳ The potential of virtual reality remains a long-term opportunity.
regulatory issues prevent investment in MicroStrategy.
🔴 The company's valuation is sometimes disconnected from its software business and Bitcoin holdings.
✅ Convertible bonds offer a potential alternative for exposure with principal protection.
📈 SCI operates in a stable, predictable industry with a reliable client base.
💰 The company has a proven track record of consolidating smaller funeral homes and cemeteries.
✅ SCI benefits from demographic trends, such as the aging Baby Boomer generation.
🚀 The company is well-positioned for long-term growth and returns capital to shareholders through dividends and share buybacks.
🚀 Tesla's operational cash flow has significantly increased since 2018, justifying its valuation.
📈 The company is on track to produce millions of cars annually, with further growth expected.
🧠 Tesla's innovations in autonomous driving and other areas offer additional upside potential.
✅ Despite Elon Musk's activities with Twitter, the core business remains strong and undervalued.
🏘️ Howard Hughes is a developer of master-planned communities, offering a unique investment opportunity.
📈 The company's scale and diversification provide competitive advantages.
💰 Howard Hughes has a track record of generating high returns on commercial assets.
✅ The company is actively working to close the gap between its net asset value and market valuation.
