Swiss Transparent Portfolio (@swisstransparentportfolio): "Regulatory headlines, social media addiction trials, congressional posturing: these are not new phenomena for Meta $META, we know how this music plays. They are a recurring feature of owning the most dominant social attention network ever assembled. And for the disciplined inves…"

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Regulatory headlines, social media addiction trials, congressional posturing: these are not new phenomena for Meta $META, we know how this music plays. They are a recurring feature of owning the most dominant social attention network ever assembled. And for the disciplined investor, they represent a recurring gift.

Let us be precise about what is actually happening. The addiction-related litigation currently making headlines is real, but it is early-stage and structurally familiar. There are no final verdicts. There are no enforceable remedies. What there is, is a media environment that is, beautifully, predictably, amplifying every negative data point in a company that has already survived Cambridge Analytica, the 2022 metaverse meltdown, TikTok competition fears, and GDPR-era existential panic. Each of those moments looked terminal from the front page. Each of them, in hindsight, was a buying opportunity of the first order.

Swiss Transparent Portfolio

Apr 4

1:23 PM

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