Meta trades at 12x operating cash flow as investor doubles down on AI-era winner thesis
RihardJarc · x · 2026-10-28
Investor Rihard Jarc notes Meta now trades at 12x operating cash flow (near 10x 2027 ocf), with valuation falling even as revenue growth accelerated over the past year. He argues Meta is positioned to be one of AI's biggest winners, calls internal project Muse its best long-term asset, and says META remains a core holding despite disliking the timing of the recent equity raise.
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