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Felice Morantz

๐Ÿ‘ค 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.