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Valuentum Commentary
Jan 30, 2020
Debt-Free Facebook’s Free Cash Flow Surges 38%, Adds to Buybacks
Image Source: Facebook Q4 2019 slides. Revenue growth at Facebook remains solid, if not impressive. The market didn’t like Facebook’s fourth-quarter 2019 report, but we didn’t see anything to be concerned about. Revenue is growing like a weed, the firm’s operating margins have come roaring back, free cash flow is surging, its balance sheet is net-cash-rich with no debt, and the firm is buying back underpriced stock. We think the market is too focused on the annual reported numbers and less focused on the many opportunities Facebook has ahead of it. While revenue growth will inevitably slow for a huge company as Facebook and cost pressures will remain prevalent, this company is doing well. The firm remains a key holding in the Best Ideas Newsletter portfolio. Our fair value estimate is unchanged at $234 per share. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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