Equity Research: Meta Platforms Inc. 

Meta Platforms Inc. has been at the centre of digital evolution for over a decade, redefining how individuals and communities interact through its Family of Apps and Reality Labs initiatives. Its ability to withstand the erosion of Facebook’s dominance by transitioning focus to Instagram illustrates both foresight and agility. 

The company has recently intensified its AI integration strategy, bringing innovation to the forefront while triggering a notable increase in capital expenditure. This bold move, though questioned by some, complements the operational streamlining that has already improved margins. Meta has also moderated its focus on the metaverse following less-than-expected outcomes in that area. 

As the company battles regulatory headwinds and shifting market sentiment, its strong economic moat, scale, and consistent profitability make it a compelling option for investors. With the stock trading below its all-time highs, the valuation offers a potentially favourable entry for medium-term capital appreciation. 

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