34 min
Dialogue. Meta, Etsy, and Snowballing Risk The Synopsis
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- Investing
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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Buy Meta Single Research Report
Buy Etsy Single Research Report
Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!
Sign up for Speedwell's free newsletter and weekly memos here
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Mentioned Links
The Synopsis Meta Company Podcast (Apple, Spotify)
The Synopsis Etsy Company Podcast (Apple, Spotify)
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Follow Us:
Twitter: @Speedwell_LLC
Threads: @speedwell_research
Email us at info@speedwellresearch.com for any questions, comments, or feedback.
-*-*-*-*-*-*-*-*-*-*-
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/
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.
-*-*-*-*-*-*-*-*-*-*-
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
-*-*-*-*-*-*-*-*-*-*-
Buy Meta Single Research Report
Buy Etsy Single Research Report
Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!
Sign up for Speedwell's free newsletter and weekly memos here
*-*-*-
Mentioned Links
The Synopsis Meta Company Podcast (Apple, Spotify)
The Synopsis Etsy Company Podcast (Apple, Spotify)
*-*-*-
Follow Us:
Twitter: @Speedwell_LLC
Threads: @speedwell_research
Email us at info@speedwellresearch.com for any questions, comments, or feedback.
-*-*-*-*-*-*-*-*-*-*-
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/
34 min