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.

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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

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

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Mentioned Links

Speedwell's Memo on Wish

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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/

Interview. Mostly Borrowed Ideas on Google, Meta, and Investment Decision Quality

The Synopsis