The Compound and Friends: Squid Game and the Metaverse

On this week’s TCAF Josh and I had on one of the sharpest minds in finance, Dan McMurtrie, sometimes known SuperMugatu.

On today’s show we spoke about Google, which somehow is still growing its top line like it’s a mid-cap stock. Remember in 2018 when Apple was the first company to hit a $1 trillion market cap? That was cute. Google is now worth twice as much.

Micosoft is another company that is good at business. 70% gross margins for a company doing $45 billion a quarter is just hard to fathom. If you’ll allow me to compare software with chocolate, just to show its scale, Hershey has done $37 billion in revenue over the last 5 years.

Finally, what else can we say about Tesla? I’ll let this chart do it for me.

Have a great weekend everyone, and check out this episode if you get a minute.

Listen here

Or watch here  


This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here:

Please see disclosures here.