We pick up this week's conversation where last week's (and so many of our past episodes left off) - what about Twitter, at this price, in this economy? We talk about the succession decision and why the set-up for the incoming CEO, intentionally set or not, is pretty attractive. We talk about Elliott Management's role in all this, and what they might be thinking about Twitter at this stage. We talk about downside and sector performance, and then we circle back to last week's discussion on the overall market volatility and why buying great companies irrespective of price can lead to more than the occasional pothole, even if the ride as a whole may turn out successful enough.
Topics CoveredChina Stocks and Boeing, And Whether To Venture Into Troubled Waters
Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)
2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?
The AI Rally: Sorting out Heft from Hype
The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year
Docusign, Zoom, MongoDB, and the SaaS Circle of Life
Compound248 on Twitter’s New Era and the SBF/FTX Meltdown
Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth
The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0
Roku’s Wipeout and whether the Black Box will Open
Twitter Trial Breakdown
The Bear Market Is Here: What Next?
The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More
The Twitter Endgame, Again: Logic & Legality
Growth Stocks Approaching a Bottom?
The Changing Story At Juniper, A Rare 2022 Tech Winner
Twitter’s Endgame
The Consumer Goods Cliff, and also Elon Musk and Twitter
The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market
New Year, Same Trading? Breaking Down The Bumpy Start To 2022
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