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Podcast: The Intrinsic Value Podcast - The Investorâs Podcast Network
Episode: TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn OâMalley
Description: Daniel Mahncke and Shawn OâMalley take a deep dive into Meta â the worldâs most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Metaâs âFamily of Appsâ keeps compounding through better AI-driven content discovery and ad targeting, while new surfaces like Reels, Threads, and WhatsApp monetization expand inventory and improve the long-term revenue mix.
IN THIS EPISODE, YOUâLL LEARN:
00:00:00 - Intro
00:04:02 - How much money the Metaverse failure cost
00:06:19 - How AR glasses could replace smartphones
00:23:48 - Why Reality Labs will likely yield average return...