$FB Q4 2021 in 9 slides: 
Takeaways:
1) Competition from Tiktok heating up
2) Management heavily focused on Reels, which monetizes at a lower rate
3) Huge investments in the metaverse
BIG QUESTION:
Is the growth slowdown temporary or permanent?
If temporary, shares are cheap
If permanent, they aren't
1) Competition from Tiktok heating up
2) Management heavily focused on Reels, which monetizes at a lower rate
3) Huge investments in the metaverse
BIG QUESTION:
Is the growth slowdown temporary or permanent?
If temporary, shares are cheap
If permanent, they aren't
• • •
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