“Ted Weisberg on META Value Opportunity in AI, Going Long on Energy & Airlines”
AI summary · ESLT is still a cheap stock, as cheap as when it traded in the early 80s; it is a unique company with about 25% market share in eyewear, including Meta glasses, and is working a little better now, though the speaker says he missed a lot of the profit.
I would like to discuss some of your selected stocks. You have Luxottica from Essilo , who make Ray-Ban glasses associated with Meta. Tell me, what is this...and it has decreased a lot.
It has been trending up a bit recently , but it is down 40% in a year. Is this a buying opportunity?