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u/YouHaveShitBreath
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-3.1%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
11 авг
$597.26
-3.1%
META's current PE is distorted by a tax-bill quarter, leaving trailing earnings based on roughly three normal quarters. Once that tax-hit quarter drops off after next earnings, trailing earnings normalize and the PE compresses mechanically. Author prefers rotating MSFT proceeds into META because the stock will look cheaper on trailing earnings soon. PE compression is an accounting artifact; guidance, AI capex, or ad-cycle weakness could offset the effect.
META's current PE is distorted by a tax-bill quarter, leaving trailing earnings based on roughly three normal quarters. Once that tax-hit quarter drops off after next earnings, trailing earnings normalize and the PE compresses mechanically. Author prefers rotating MSFT proceeds into META because the stock will look cheaper on trailing earnings soon. PE compression is an accounting artifact; guidance, AI capex, or ad-cycle weakness could offset the effect.
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У u/YouHaveShitBreath на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: META.
