fbpx

Meta – opportunity for contrarian long-term value investors

We believe Meta’s current share price offers a generational buying opportunity. And the assumptions required to achieve our hurdle rate of 10.25% return per year are exceptionally low, providing a substantial margin of safety. We consider three issues are primarily responsible for the company’s 72% share price decline year to date: 1. The introduction of … Continued

The Microsoft metaverse

Opening Microsoft’s 2021 Build conference, CEO Satya Nadella said [In the future] There will be no such thing as the tech sector. The world will be transformed through tech intensity at scale. Every organisation will not only need to adopt the latest technology but more importantly build their own unique digital technology or be left behind. The change is … Continued