Geopolitical flareups are important for the world, but they’re a distraction for investors
Michael Batnick
The Worst Stock in the World
Twitter reports on Thursday 😬
Animal Spirits: Disruption as an Asset Class
On today’s show, we discuss disruptive technologies and how to think about investing in them
Prepared Remarks are Way too Long
How a company went from cold emailing us to advertising in The New York Times in just 8 months
These Are the Goods
Here’s what I chewed on last week
Facebook’s Terrible Quarter
Why is Facebook getting killed?
Competition, Apple hurting their ad business, a $10 billion hit on the metaverse, it’s no longer social, and dumb share buybacks, to name a few
Markets Are a Beauty Contest
What does the average opinion expect the average opinion to be?
Bigger, Faster, Stronger
We’ve never seen companies move this quickly
Animal Spirits: Listener Mailbag
On today’s show we answer listener questions
These Are the Goods
Here’s what I chewed on last week