On our very first interview we talk with Mostly Borrowed Ideas in a wide spanning interview on Meta, Google, Microsoft, and investment decision quality. Mostly Borrowed Ideas writes a deep-dive on a publically traded company every month. You can find more out about him and his writings here.

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) Intro

(2:37) Meta, Risks, Tiktok, ATT, Metaverse

(26:22) Google, Sundar Pichai, Capital Allocation

(33:52) Google Risks

(46:59) What is a Great Business?

(59:19) Owners versus Managers

(1:08:45) Investment Process Improved through Writing

(1:18:57) Conclusion

-*-*-*-*-*-*-*-*-*-*-

Find out more about MBI at https://www.mbi-deepdives.com

Buy Speedwell Meta Single Research Report

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!

Sign up for Speedwell's free newsletter and weekly memos here

*-*-*-

Mentioned Links

Speedwell's Memo on Wish

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at [email protected] for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/