This podcast episode delves into the repercussions of a global IT outage that affected various sectors, highlighting the fragility of modern digital infrastructure and sparking a conversation about the need for increased regulation of major tech companies. In addition to analyzing notable earnings reports from companies like Chipotle, Spotify, and UPS, the episode features insightful commentary from David Gardner on long-term investing strategies and recognizing disruptive innovations, while also discussing Southwest Airlines' shift to assigned seating and prospects for companies like Coupang and Twilio, ultimately emphasizing the importance of vigilance in both investing and corporate resilience.
