> All that said, I expect FB (the social media network, not the company) to peak and shrink, at some point. It just seems more like something that exists for a

> All that said, I expect FB (the social media network, not the company) to peak and shrink, at some point. It just seems more like something that exists for a certain period of time. Probably true in the US. But FB is still growing overseas. > Facebook hasn't shown execution ability like that yet. Their moat isn't that deep. Their moat is pretty deep. They own 4 out of the top 6 social media platforms. https://www.statista.com/statistics/272014/global-social-networks-ranked-by-number-of-users/ https://www.statista.com/statistics/272014/global-social-net... All their properties are growing worldwide (even FB). And the fastest growing platform in the US for young adults is instagram. Guess who owns instagram?