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122: Twitter to X, Oppenheimer vs. Barbie and Messi/Mbappe

Not Investment Advice

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The Importance of Branding Changes

Twitter is in a unique position because of his ability to like if it was some like Holding company that bought Twitter, I wanted to rebrand it the next day. Even his distribution alone and the willingness to write about every decision he makes good or bad is You're operating from a completely different Circumstance then just evaluating a name change for a faceless brand. Some of the arguments just don't make sense to me Whereas people are not gonna know that Twitter change to X Like literally you're out there educating everybody about this.

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