Two stocks, one choice (buy)

There are two things I want you to do.

First thing, go to YouTube and search for this video, and subscribe to our account…

We’re going to be posting a tonne of stuff here soon…

I’ve not posted a link because a magic YouTube fairy tells me that if you post a screenshot and then have people search for it, it makes you rank better.

So yeah, I’m cheating… kinda.

It’s called edge, guys.

But secondly, our ads guy, Sam, informed me of something seriously important.

He basically said ‘buy Meta.’

But why?

Well, Sam showed me this screenshot.

In short, this is what Sam said on his Instagram…

So no more requirement for marketing teams to even care about the audience they’re trying to reach… Meta will just find the best way.

Which means Meta becomes the first choice for Ad Spend for businesses.

This is amidst Google losing its grip on internet Ad Rev…

Luckily not on YouTube though.

Google made 13.6% of its entire 2024 revenue from YouTube ad rev…

Insane — and good for us right as we launch our YouTube!

Based off this, there are two ways to look at this market.

1) Buy Meta.

2) Buy Google and Meta.

For different reasons though.

If you wanna buy Google and Meta, the case for Google needs to be outlined a little better.

See, Instagram is the 100mph content app.

No longer is it about your friends, but about bursts of dopamine like TikTok (and naturally YouTube needed to release Shorts to compete).

YouTube is long form, serious and a high quality buyer platform.

Both have their uses.

But Google is actually an attractive buy. Check out the chart.

This is similar to the McDonalds trade we had last year.

McDonalds was trading at $250 with its PE lowest in 4 years.

There was no reason for it to be down there.

Just like with Google now, there is no actual reason for its price relative to earnings to be down here, especially when they’ve just completely decimated their last call to the upside.

Then you look at Meta and can just say that is just gonna keep trending higher.

Nothing stopping it. Don’t even need analysis. Up.

Oh yeah, we’ve just launched a Chat Bot for the Academy.

So while you’re going through it, you can talk to it and ask it questions about what you’re learning.

It will respond just like I would because it’s trained on many, many different transcripts of meetings, things I’ve written and obviously, the Academy content itself.

If you are unsure whether the Academy is right for you, drop me a message and we can set up a call.