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The Biggest Threat to Apple, Amazon, Microsoft, Facebook and Alphabet with Byrne Hobart (The Diff)

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Manage episode 271162673 series 2498099
Contenu fourni par Josh Brown and The Compound. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Josh Brown and The Compound ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Josh's guest on the podcast this week is Byrne Hobart (author of The Diff substack letter, link below) who has just completed a comprehensive series of thought experiments on each of the largest technology stocks. After a conversation with Andrew Walker (Yet Another Value Blogger), Byrne set off to answer the question What could disrupt Amazon, Apple, Microsoft, Google or Facebook enough to knock them off their pedestals? It is historically unlikely that the five largest stocks of 2020 will remain the five largest in ten years' time. So which is most vulnerable? And why? Join Josh and Byrne as they explore the threats to these gigantic companies (and their stock prices).

Make sure to check out Byrne's writing and research at The Diff!

https://diff.substack.com/


Subscribe to The Compound Show podcast and be sure to leave a rating and review - they mean a lot!


Hosted on Acast. See acast.com/privacy for more information.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

340 episodes

Artwork
iconPartager
 
Manage episode 271162673 series 2498099
Contenu fourni par Josh Brown and The Compound. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Josh Brown and The Compound ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Josh's guest on the podcast this week is Byrne Hobart (author of The Diff substack letter, link below) who has just completed a comprehensive series of thought experiments on each of the largest technology stocks. After a conversation with Andrew Walker (Yet Another Value Blogger), Byrne set off to answer the question What could disrupt Amazon, Apple, Microsoft, Google or Facebook enough to knock them off their pedestals? It is historically unlikely that the five largest stocks of 2020 will remain the five largest in ten years' time. So which is most vulnerable? And why? Join Josh and Byrne as they explore the threats to these gigantic companies (and their stock prices).

Make sure to check out Byrne's writing and research at The Diff!

https://diff.substack.com/


Subscribe to The Compound Show podcast and be sure to leave a rating and review - they mean a lot!


Hosted on Acast. See acast.com/privacy for more information.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

340 episodes

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