Never Sell: Episode 13-Big Tech Earnings
For the “Never Sell” podcast, Scuttleblurb and I published a new episode on Big Tech earnings. One of the key topics that I highlighted is why I think the street is likely mismodeling Meta. We also touched on Microsoft and Amazon’s current predicament.
You can listen to it here: Spotify, Apple, YouTube, RSS feed
As a reminder, if you have any questions for either MBI Deep Dives or Scuttleblurb, please feel free to email us the questions which we may try to respond/discuss in our future episodes.
I will publish my annual model update on Amazon tomorrow.
In addition to “Daily Dose” (yes, DAILY) like this, MBI Deep Dives publishes one Deep Dive on a publicly listed company every month. You can find all the 66 Deep Dives here.