This week, Paul makes a bold prediction about Meta Platforms. Will he be right?

Earnings reports are continuing to come in and we’re looking at advertising monster Alphabet, streaming specialist Spotify, and a little bit on recreation vehicle manufacturer Polaris.

First up, though, it’s a game. It’s been a while since the three of us got together for a podcast and Steve D has a game to ease us back into the swing of things. This time, we’re thinking about what hedge funds own. Steve’s been painstakingly looking through the top holdings of the top performing hedge funds and he’s noticed some interesting recurring themes. So Paul and Steve W are guessing away at which is the most popular.

Then it’s on to Elon Musk’s takeover of Twitter. Blink and you might miss it.

After that, it’s time for Alphabet’s earnings. Google’s parent company has had an interesting quarter and it’s been catching the eye of all three of our podcasters. A mixed effort from Alphabet as the profit-making segment fared generally well with the exception of YouTube and the loss-making parts of the business generally pushed higher. The market wasn’t impressed, though, so is there something that we’re not seeing?

Next is Spotify, which Steve D likes more than Paul or Steve W. Following on from the Netflix report last week, it’s interesting to see how the music streamer has got on. Find out what a MAU is (in case you’ve never seen our show before, or in case you’ve forgotten like Paul). One reason that Spotify is particularly interesting is that it’s successfully been operating with an ad-supported tier. With talk of Netflix moving in that direction, could this be a model to follow?

Lastly, via a quick detour on Polaris from Steve W (it’s a cyclical company doing cyclical things) it’s time to see if Paul’s guess about Meta Platforms is on the money…