Meta Platforms Inc

META

Meta Platforms Inc

@v_ffr3nchfry
10 months ago

Is There A Qualitative Moat?

Is There A Qualitative Moat?

In Oct 2021 Meta had a brand moat (Facebook), but decided to change the parent company name to focus on building the metaverse...a bold move, but seems to be paying off. And between Facebook, Instagram, WhatApp, and the Oculus I think they traded one for many here

Not only do they have name recognition of multiple subsidiaries, but their social media platforms have switching, networking effect, toll, and barrier to entry moats. People want to socialize online where their established network already is and since these platforms are monetized via ads, the data Meta has gathered over the years is vital to advertisers as well as the exposure when people doom scroll.

Yes, Meta develops social media platforms, but they are a tech company and their innovation and secrets moats are obvious.