Expansion Update: I’m Now in the Business of Selling Your Attention (META)

I'm extremely proud to announce that my stock market startup, Uncle Brad Inc., has acquired a social media company!

Actually, three social media companies. You might have even heard of one of them before.

• One's called "Facebook"
• Another's "Instagram"
• And a third is "WhatsApp"

Oh, what's that? You're already a user? Hey, that's awesome! Nice to monetiz... - err, sorry - meet you!

Here's why I made the acquisition.

First, the math.

META is selling for a discount compared to the rest of the market on a P/E basis — even while growing faster than almost anyone else.

• For every $1,000 I invest, I’m buying roughly $45 of net income, and that number is growing much faster than the S&P 500 average.
• In short, I'm buying superior growth... at inferior prices. (Thanks, market.)

Second, the business model.

• Meta doesn’t sell products.
• It sells attention.
• And it sells it better than anyone else.

There are entire businesses being built on a simple formula:

"$1 into Facebook ads → $3–5 in profit."

When you’re the platform that makes that math work — you don’t have customers.

You have addicts with business credit cards.

And that dynamic isn’t slowing down. It’s speeding up.

Third, the balance sheet.

• META has basically no net long-term debt.
• It’s spitting off cash.
• And it’s buying out my fellow owners one-by-one, which means my share of the business grows while I sit at my desk drinking Coke Zero.

Lastly, the track record.

• META has spent the last decade compounding revenue, profit, and user base faster than just about anyone outside of maybe Amazon and Google.
• They’ve seen regulation threats, product shifts, competition waves...
• and they just keep shipping cash back to owners.

I feel more conviction about this business than any of my other businesses - and it's not even close.

Oh, and did I mention the deal I got? I feel like I bought the whole candy store for the price of a Snickers. Consider the following two options that I could have bought with my $2,311.94 investment:

• Option #1: Buy $84 of current net income from a business that:
• makes basically everything in the U.S.;
• has grown its earnings by 8.7% per year over the last 10 years;
• has grown its revenue by 6.8% per year over the last 10 years; and
• carries about $240 of long-term debt.

or

• Option #2: Buy $105 of current net income from a business that:
• utterly dominates its market (the attention of literally half the people on earth);
• has grown its earnings by 34% per year over the last 10 years;
• has grown its revenue by 26% per year over the last 10 years; and
• has no long-term debt.

It would be straight-up stupid for me to pay more $$ for less profit, especially considering each option's future prospects for growth. Even if Option #2's growth rate gets cut in half going forward, Option #2 will still be making almost 2x as much as Option #1 in five years.

• Option #1: S&P 500
• Option #2: Meta

Summary:

My new social network business line is a profit machine that sells profit machines (via ads) to other businesses.

• It's growing faster than the market.
• It's cheaper than the market.
• And it's funding my expansion into global attention commerce — without needing me to post a single Reel.

My new social networks, representing about 23% of the total investment by Uncle Brad Inc., should grow substantially over the coming years. I'm excited to entrust it to the highly competent managers that are making bank for Uncle Brad Inc. Welcome to Uncle Brad Inc., META!