The analyst reviews META's financials, highlighting a revenue growth of 22% and a 38% jump in operating income. Family Daily Active People increased by 6% year-over-year, and ad impressions increased by 11%. He highlights metrics on cost of expenses and capital expenditures. While there's an expectation of slowing growth in the fourth quarter for revenue, the analyst estimates a fair value for META at $857, against a current price of $734. He recommends spreading purchases over time and believes that the stock is undervalued and should be bought half before and after the company announces earnings.