Meta (META) Q2 2025 Earnings Exposed‼️ Valuation, Growth, Risks Analysis

This extensive financial analysis provides a comprehensive overview of Meta Platforms (META), detailing its Q2 2025 earnings which showcased strong revenue and profit growth driven by its core advertising business. It examines Meta's business model, emphasizing the dominance of ad revenue from its vast user base, while also discussing the nascent but loss-making Reality Labs segment and new initiatives like Meta Verified. The report then identifies key short-term and long-term risks Meta faces, including regulatory challenges, economic cyclicality, and its significant metaverse investments, before breaking down the company's cost structure into its fixed and variable components. Finally, it thoroughly assesses Meta's management team, shareholder dynamics, and aggressive share buyback program, concluding with a Warren Buffett-style intrinsic value estimation and an evaluation of Meta against various Buffett financial criteria, ultimately suggesting Meta is a high-quality company that currently trades at a price offering limited margin of safety.

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Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️

📚 Value Investing Books Recommendation

Warren Buffett

The Snowball: Warren Buffett and the Business of Life

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Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

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Charlie Munger

Poor Charlie’s Almanack

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Tao of Charlie Munger

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Influence, New and Expanded: The Psychology of Persuasion

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Howard Marks

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

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Mastering The Market Cycle: Getting the Odds on Your Side

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