On this episode we talk about how investment risks could impact an investment thesis through the lens of Etsy and Meta. We provide a short "timeless" update on both companies as well.

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Show Notes

(0:00) Important Announcement

(0:41) Intro

(3:33) Etsy Value Prop, Issues, and Temu Read-through

(16:41) Meta Risks and The One Thing Investors Needed To Be Sure Of

(26:33) How to Gain Clarity with Meta Circa 2022

(34:20) Conclusion

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Mentioned Links

The Synopsis Meta Company Podcast (Apple, Spotify)

The Synopsis Etsy Company Podcast (Apple, Spotify)

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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/

Dialogue. Meta, Etsy, and Snowballing Risk

The Synopsis