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15min chapter
Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Valuation Insights on Meta and Google
This chapter provides an in-depth discussion of the rising valuation of Meta, examining its strong revenue growth and competitive positioning against key players like Google and Amazon. It highlights investor sentiment, past performance anecdotes, and the potential risks and opportunities within the tech landscape, including innovations in personal assistant AI and challenges from competitors. The analysis extends to Google's evolving role in the market with its Waymo developments and the implications of antitrust concerns, ultimately positioning Meta as the preferred investment choice over Google.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode