Felice Morantz
๐ค Speaker
8
total appearances
Appearances Over Time
Podcast Appearances
Bloomberg Tech
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
The top line is that this stock has really plunged since investors started questioning whether this deal was a good idea or not.
Bloomberg Tech
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
You have questions about cost.
Bloomberg Tech
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
You have integration risk as Netflix doesn't have much experience swallowing large deals.
Bloomberg Tech
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
And you also have a big regulatory fight that's looming.
Bloomberg Tech
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
So there's not a lot of...
Bloomberg Tech
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
So there are various different kinds of multiples.
Bloomberg Tech
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
But if you look at a basic price to earnings ratio, the stock is not expensive historically, but nor is it very cheap.
Bloomberg Tech
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
It's trading a bit below its historic norm, but not enough to really grab people.