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Meta vs. TikTok... Bitcoin vs. Fear... and More

Posted April 26, 2025

Davis Wilson

By Davis Wilson

Meta vs. TikTok... Bitcoin vs. Fear... and More

Thank you for sending in questions and feedback!

I read every single email I receive. If you do not see your exact question below, your question is still most likely answered within another response.

So, I recommend reading these Q&As closely.

Let’s get to it.

I may be the only one confused about this... What is the difference between Alphabets' stock symbols GOOG and GOOGL? – Sam

Great question, Sam. Both share classes are economically identical except for one detail – GOOGL (Class A shares) have voting rights. Each share gives the holder one vote at shareholder meetings. GOOG (Class C shares) do not have voting rights. Investors in GOOG don’t get a say in corporate decisions.
Otherwise, both share classes are economically identical. They receive the same dividends and move similarly in price. The reason Alphabet has two tickers is because when the company restructured in 2014, it wanted to issue more stock without diluting voting power from founders like Larry Page and Sergey Brin.
So, if you care about having a voice in company matters, go with GOOGL. Or if you just want exposure to the stock’s performance (like I prefer for my Million Mission), GOOG works just fine and often trades at a tiny discount.

You said Meta is cheap at a 20 P/E. But isn't it being disrupted by TikTok? – Eric

That’s a common and a fair concern. TikTok has definitely captured younger audiences and reshaped how social content is consumed. But here’s the thing: Meta has adapted faster and better than people realize.
Instagram Reels, Meta’s short-form video product, is already competing head-to-head with TikTok. In fact, Reels now drives over 200 billion plays per day across Meta’s platforms. More importantly, Meta knows how to monetize attention. Its ad engine is unmatched – especially now that AI is improving ad targeting across Facebook, Instagram, and WhatsApp.
Meanwhile, TikTok still struggles to generate meaningful profits and faces major regulatory headwinds in the U.S. (including the very real threat of being banned or spun out). Meta, on the other hand, just posted nearly $12 billion in quarterly profit and continues to expand margins.
So yes, competition is real. But Meta is proving it can evolve, scale, and still dominate. With a forward P/E under 18 and billions in buybacks, I’d argue it’s not just surviving – it’s thriving.

What would make you remove a stock from your Perfect Portfolio? – Lukas

Great question, Lukas. My “Perfect Portfolio” isn’t static. I’m constantly re-evaluating each position based on three key questions:
  1. Is the company still dominant in its space?
  2. Are its long-term growth drivers intact?
  3. Is the valuation still reasonable relative to future potential?
If the answer to any of those changes (say, a company loses its competitive edge, growth slows materially, or the stock price runs way ahead of fundamentals) then I’ll seriously consider replacing it.
But I don’t panic over short-term dips or headlines. If the long-term thesis is intact, I’ll use pullbacks to add. For example, Nvidia’s recent drop didn’t shake my conviction – it strengthened it. Same with Uber or Meta when sentiment turns negative.

Why did you include Bitcoin in a portfolio with traditional stocks? Isn’t it too risky? – Laura

Yes, it’s risky. But that’s exactly the point.
My Perfect Portfolio isn’t designed to be safe. It’s designed to outperform. Bitcoin is my asymmetric bet. It’s a high-volatility asset, but the potential reward is enormous.
And with growing institutional adoption, spot ETFs, and the broader macro shift away from fiat debasement, I believe Bitcoin’s upside far outweighs the risk – especially over a 3–5 year window.

Important Update: The Million Mission website is live!

I’ve gotten plenty of feedback regarding where to find previous alerts. Well, The Million Mission website is finally live and you can check out archived alerts here.

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