Meta Platforms: Q2 Shows AI Is Paying Off, But $100B CAPEX Looms

Core Insights - The focus is on building a thoughtful investment portfolio that balances strong growth potential with solid fundamentals [1] - Emphasis on high-quality businesses primarily located in the U.S. and Europe, characterized by industry-leading profitability, low leverage, and growth potential [1] - The investment philosophy prioritizes long-term financial independence and challenges conventional thinking in investment strategies [1] Investment Strategy - The investment approach is centered around capital allocation and identifying businesses that are worth holding for the long term [1] - The analyst seeks companies with staying power, indicating a preference for established firms with a proven track record [1] - The strategy includes a long-term investment horizon of 30 years, allowing for significant compounding effects [1]