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E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
All-In with Chamath, Jason, Sacks & Friedberg
The Best Risk Parody Trade on the Internet
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Long, microsof gogle, short, big tuck. I'm still long microsoped and gogland, short the rest of big tack. So i'm fin with it. L i don't think that the microsop thing was that, when you hear the broader context,. It's just a reasonable thing that gresi ir should an is on ecsord. Le yo, go back to the stock ros the actually jum ot. Do you think that the e long net flick short play is the right play? A, things were tackling on. And there are vagaries why this idea makes a lot of sense. But what we're saying
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