Lumida Wealth : Non-Consensus Invest Beyond the Ordinary cover image

Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app