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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
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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