MBI at The Synopsis Podcast

I had a great chat with Drew Cohen on 'The Synopsis' podcast. We dove deep into how AI agents like Muse could impact consumer internet platforms such as Booking, Airbnb, DoorDash, and Amazon. You can listen to the conversation on Spotify, Apple, and YouTube.

Here is a preview of the different topics we covered (screenshot from Spotify):

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Current Portfolio:

Please note that these are NOT my recommendation to buy/sell these securities, but just disclosure from my end so that you can assess potential biases that I may have because of my own personal portfolio holdings. Always consider my write-up my personal investing journal and never forget my objectives, risk tolerance, and constraints may have no resemblance to yours.

My current portfolio is disclosed below: