Chit Chat Stocks

The State of the Cloud in 2023 with Shawn Wang


Listen Later

The "Cloud" in its simplest form refers to servers with data stored on them and those servers can be accessed over the internet. Many companies like Amazon, Microsoft, and Alphabet lead this fast-growing industry. Listen in as Brett and Ryan ask questions about the cloud and what growth will look like over the next few years. Enjoy the show!

*****************************

This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/

*****************************

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney 

Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

Interested to see more of Shawn's work? Check out their Twitter here: https://twitter.com/swyx?s=20&t=pMnKcZ7lY8rGjzEnSZavYg

Contact us: [email protected]

Timestamps

Shawn's Cloud Background | (5:54)

Who are the Cloud Companies? | (22:07)

What about Snowflake (Ticker: SNOW) | (46:00)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

...more
View all episodesView all episodes
Download on the App Store

Chit Chat StocksBy Chit Chat Stocks

  • 4.2
  • 4.2
  • 4.2
  • 4.2
  • 4.2

4.2

178 ratings


More shows like Chit Chat Stocks

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,195 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,370 Listeners

Rule Breaker Investing by The Motley Fool

Rule Breaker Investing

923 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

292 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

930 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,288 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

274 Listeners

Stock Club by MyWallSt

Stock Club

89 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

299 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

554 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

88 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

407 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

101 Listeners

The Business Brew by Bill Brewster

The Business Brew

245 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

336 Listeners